Видео 203
Просмотров 48 573

1:09:29

Secondary Intake Forms Webinar

1:02:53

Workshop Wednesday - January 08, 2025

1:13:28

Workshop Wednesday - December 18, 2024

1:02:31

Workshop Wednesday - December 11, 2024

48:44

Workshop Wednesday - December 04, 2024

59:09

Workshop Wednesday - January 22, 2025

#opentoclose
00:00 - Intro
00:31 - Task roles have been updated from TC manager, should tasks update as well?
06:00 - Secondary Intake Form Troubleshooting
30:41 - I don't have the Secondary Intake Form or Public Intake Form in my account.
37:58 - The app is blocked when I tried to connect my Gmail
40:10 - Can I change a team users name or an agent portal name?
43:55 - Can two OTC accounts be merged?
51:47 - Best practices for setting up & using contact connections on contact groups
1:02:16 - Outro

Видео

1:09:29

Workshop Wednesday - January 15, 2025

Просмотров 187 часов назад

#opentoclose 00:00 - Intro 00:08 - Public/Primary and Secondary Intake Forms 1:07:23 - Outro

1:02:53

Secondary Intake Forms Webinar

Просмотров 1714 часов назад

#opentoclose #secondaryintakeforms #intakeforms 0:00 Intro 5:39 Public Intake Forms 11:21 Secondary Intake Forms 30:09 Data Request Dashboard 41:22 Linking Properties 50:20 Questions 53:45 Upcoming Features

1:13:28

Workshop Wednesday - January 08, 2025

Просмотров 1714 дней назад

#opentoclose 00:00 - Intro 01:05 - Is there a way to bulk add/change tags assigned to roles to property triggers? 04:04 - Best automation practices for TCs using OTC in Dotloop 17:58 - Date on Second Intake Form Release 19:35 - What is a good way to structure things when growing my TC business? 29:11 - I thought with OTC you could create specific email addresses for each property 39:44 - How ca...

1:02:31

Workshop Wednesday - December 18, 2024

Просмотров 42Месяц назад

#opentoclose 00:00 - Intro 01:57 - How should property trigger templates be applied to a property? 13:35 - What if I said yes and then say no later? How do I get those things to come on? 24:42 - Is there a way to tell from a task in a property which task template it came from? 26:11 - Add color coordination/update your tags 32:59 - Graph tab 41:13 - How to handle test properties in pipelines 49...

48:44

Workshop Wednesday - December 11, 2024

Просмотров 25Месяц назад

#opentoclose 00:00 - Intro 03:46 - Intake Forms 33:38 - Secondary Intake Forms update 35:09 - What is OTC2 label and can we remove it? 35:38 - Intake Forms 40:51 - Intake Forms Training Resources 45:29 - Support Options 46:44 - Webinars 47:57 - Workshop Wednesday Schedules 48:24 - Outro

59:09

Workshop Wednesday - December 04, 2024

Просмотров 39Месяц назад

#opentoclose 00:00 - Intro 00:13 - API error 400 04:47 - Default email signature 07:02 - Adding federal holidays 16:09 - One-sheets 30:20 - Intake Form Triggering 43:06 - Regular Gmail is not connecting 48:25 - Google Calendar 49:32 - Change log updates 54:16 - Workshop Wednesday Schedule Update 54:59 - Support Options 58:02 - Outro

44:41

Workshop Wednesday - November 27, 2024

Просмотров 36Месяц назад

#opentoclose 00:00 - Intro 01:45 - Issues w/ mapping when importing contacts into OTC 04:26 - Best practice for contacts if they are a couple 08:19 - Issues logging into the mobile app for OTC 11:23 - Date should fall on a Monday but it lands on the next day 24:06 - Internal instructions are being lost when converting tasks with trigger emails 34:42 - FUB integration 40:26 - Outro

50:02

Workshop Wednesday - November 20, 2024

Просмотров 56Месяц назад

#opentoclose 00:00 - Intro 00:29 - Can scale plans be used to update certain fields based on the values of others? 09:15 - What sort of magic can be done in the field? 10:27 - Showing you what it looks like at the back end 20:06 - Change log 21:15 - Smart Blocks 31:32 - What is a contact loop? 36:46 - Email Template 39:40 - Optimization calls 41:34 - Showing you my other account 45:47 - Outro

57:49

Workshop Wednesday - November 13, 2024

Просмотров 302 месяца назад

#opentoclose 00:00 - Intro 00:52 - How would a workflow look when the transactions have both property triggers & tasks? 12:22 - I can't delete a property 13:07 - Permissions 18:00 - Strategies to use color coding 34:07 - Conditions w/ File Roles 39:35 - Exporting a property table 47:14 - Reoccurring dates doesn't update to the date they will reopen 52:51 - OTC Updates 56:09 - Outro

57:46

Workshop Wednesday - November 06, 2024

Просмотров 392 месяца назад

#opentoclose 00:00 - Intro 00:11 - Reminder emails automation setup 12:36 - Send email reminder to change MLS status 23:31 - Are the contracts for transactions emerge from Attractzen to OTC? 28:40 - How can I add spaces in between merge fields on email template? 34:32 - Assigned to task template option 37:39 - Exclude documents based off on roles 44:10 - When I enter dates per contract should I...

57:13

Workshop Wednesday - October 30, 2024

Просмотров 632 месяца назад

#opentoclose 00:00 - Intro 00:23 - How to know which task templates brought in a task? 06:42 - Assign to task template feature 13:14 - Should terminated/cancelation tasks be included as part of intake form? 25:33 - Answers to Assign to task template feature 28:29 - Couple of BETA updates 33:50 - I have an Intake Form but it doesn't trigger when I have multiple choice 36:51 - I have a field temp...

55:33

Workshop Wednesday - October 23, 2024

Просмотров 252 месяца назад

#opentoclose 00:00 - Intro 00:30 - I want to archive some of my properties 07:21 - Tables & Segments 11:04 - How do we get our templates out 15:03 - How can I wrap a photo into an email template 41:06 - How to add additional documents 42:56 - Smartblocks always goes to the next line 49:50 - Outro

59:05

Workshop Wednesday - October 16, 2024

Просмотров 353 месяца назад

#opentoclose 00:00 - Intro 00:35 - How can I add the agents to all emails? 05:09 - Can we add fancy templates? 08:25 - Is there a way to have a portion of the email indented? 16:00 - How to create really cool table views? 29:41 - Is there a way to copy info from a listing transaction? 35:08 - Can you show us how to start a new file? 47:59 - Can you show us how to do a CDA? 54:41 - How do you ge...

1:08:56

Workshop Wednesday - October 09, 2024

Просмотров 393 месяца назад

#opentoclose 00:00 - Intro 01:43 - Task Notes 07:22 - Walk-through transaction from beginning to end 24:04 - When you fill in the last day of the year, what is it used for? 45:29 - How to validate/review submitted transactions 57:52 - Reminder via email for scheduled walkthrough 1:04:03 - Outro