Less than 20% of clients use the same LO on their next mortgage.
Get more repeats & referrals from your past clients.
High margin repeat borrowers are lost far too often. OTTO PXP helps keep you top of mind and tells you when your clients are back in market so you can retain the business & relationships you worked so hard to earn.
Increase Loyalty & Intent
Portfolio Protection
Monitor Behavior & Intervene
In-Market Monitoring
Refer Deals to Agents
Early Alerts & Sharing
Find New Deals
Sponsor Realtor Contacts
Home Value Insights & Alerts
Every client in your portfolio will receive a monthly report card detailing key points about their home and loan.
These updates help them view their home as an investment, increasing their propensity to transact.
Refer Deals to Your Agents & Capitalize on Their Databases
"I wish I had less deals to give my agents"
- No loan officer, ever
With OTTO's proactive in-market alerts, you get to the client first and can refer them anywhere you want.
​
OTTO gives you a steady stream of clients every day that you can use to build new agent relationships or give as referrals to your most loyal agents.
​
You can also invite agents to add their database, co-branded and sponsored by you. Since you're the one paying, you get the alerts first - and can look like a hero when you refer that deal back to the agent.
See how OTTO helps top producing loan officers create...
Deeper Relationships.
Better Retention.
Higher Commissions.
Monitor Search & Save Behavior for In-Market Activity Signals
Stop trying to predict intent. Get real time alerts & CRM updates when your clients are back in market.
Pre-empt any competition by knowing as soon as your closed clients start searching or saving homes, if they check their value or list their home, and when they express interest in a mortgage.
​
Less competition means less shopping, higher retention, and higher margins.
Observed Behaviors
Account registered with OTTO | Recently Searched | Recently saved property | OTTO listing status | MLS listing status | Listing alerts enrollment | Recent offer received | Recent offer made | Real estate agent engaged (+ contact info) | Expressed intent in HELOC or refinance | Requested pre-qualification | Rate reduction & PMI elimination opportunities | OTTO Activity Score
A Superior Search & Sale Experience
Homeowners can mark their home as open to the offer in minutes, and search more homes than anywhere else
Aggregated Inventory
MLS Data + FSBO + OTTO
OTTO is the first home search site to aggregate real estate agent listings, FSBO listings, and combine it with our own first party inventory of homeowners who are open to offers on their home.
Self Serve Listings
Collect Offers Online in Minutes
Homeowners can get free value estimates in seconds, and start privately collecting offers in minutes. When they check their value or list, you're notified of intent to sell.
More Homes. Period.
A Modern Home Buyer's Dream
By aggregating inventory from across the web and combining it with our OTTO Exclusive inventory, we're able to feature homes buyers can't find elsewhere. This keeps them coming back, and allows us to pass their search & offer activity to you.
Discounted Services Your Clients Need
Our homeowner marketplace connects homeowners with essentials they need with rotating exclusive discounts.
Each month, the OTTO team negotiates discounts on services that homeowners need, and pass those savings onto our users.
​
Whenever your client redeems an offer that displays some sort of propensity to transact (e.g. home improvement, photography, real estate agent), we will alert you and update your CRM.
Supplementary Metrics to Improve Data Modeling & Mining
Model updated LTVs, monitor value trends, and identify engaged or at risk clients.
Better understanding of your clients means more effective marketing, higher conversion rates, and less wasted spend.
​
OTTO enriches your CRM and data warehouses with important property context and client engagement signals to help turn insights into understanding.
Transparent Pricing
Affordable plans to help you retain more customers and drive more business
Lock in your plan before the end of the year for huge discounts!