OTC Express Onboarding Form

OTC Express Onboarding Form

We're looking forward to helping you through your Open to Close setup! Please fill out this form before getting started on the OTC Express Prep Course and you'll receive an email with more details!
OTC Guru (in Training) First Name*
OTC Guru (in Training) Last Name*
OTC Guru (in Training) Cell Phone*
Please enter a valid phone number.
OTC Guru (in Training) Email*
example@example.com
Is the OTC Guru also the Account Owner?*

YesNo
Account Owner Full Name*
Account Owner Phone*
Please enter a valid phone number.
Account Owner Email *
example@example.com
Company/Team Name*
Create a Team Code:*
If you've already created one with TCO, please provide your existing Team Code. Hover for more information.
Company Structure*

BrokerageRE TeamTC TeamIndividual TCIndividual AgentCompany outside of Real Estate
Which state will we focus on setting up for?*
Timezone*

Alaska Daylight TimeCentral Daylight TimeEastern Daylight TimeHawaii-Aleutian Standard TimeMountain Daylight TimePacific Daylight TimeMountain Standard TimeAtlantic Standard TimeOther Timezone
Other Timezone*
Which OTC Express Service have you selected?*

Express CourseExpress CoachingExpress Setup
Do you have an OTC Account?*

YesNo
I understand that this is a ground-up setup and I will receive a brand new Open to Close account.*

Yes, I understand.No, I'd like an a-la-carte setup for my current OTC account.
OTC User Name*
OTC Password*
Please select any Custom Setup Services needed.*

N/AContactsField SetupDocument TemplateTask Template ImportTask Template Clean-upEmail/Text Templates ImportEmail/Text Template Clean-upProperty TableIntake Form - BasicIntake Form - AdvancedSmart Blocks/GroupsOne-Sheet(s)Other
Please select any Additional Services needed.*

N/ATeam User SetupAgent Portal SetupsAdditional Smart BlocksDotloop IntegrationBrokermint IntegrationSkyslope IntegrationFollow Up Boss IntegrationWebhooks via ZapierOther
I understand that additional services will be set up during an additional half or full day and will not be discussed or worked on until after the OTC Express Day.*

YesNo
Number of Agent Portal Users
Agent Portal User Names
Dotloop Login
Dotloop Password
Other Dotloop Logins & Passwords
Separated by commas.
Brokermint Agent Name
Brokermint API Key
Other Brokermint Agent Names & API Keys
Separated by commas.
Skyslope API Access Key
Skyslope API Secret
Other Skyslope API Access Keys and API Secrets
Separated by commas.
FUB Agent Name
FUB API Key
Other Follow Up Boss Agent Names & API Access Keys
Separated by commas.
Additional Notes/Questions for the TCO Team*
Clickup Important Task Name
Jump to Link
Should be Empty: