OTO product review
Private QA environment

Customer journey / August 21, 2026

Upload. Review. Approve. Launch.

The complete OTO signup and onboarding experience in one review. Every screen below is generated by the same browser contract that verifies autosave, resume, team inheritance, returning-user routing, and launch behaviour.

Before onboarding

Signup and payment

A short three-step decision flow, followed by Stripe-hosted checkout. Existing users can leave for sign-in without losing their entered email.
01Choose accountIndividual agent or team; no brokerage path.Verified
OTO account type signup step
↗Existing-user sign inA clear exit from signup for people who already have an account.Verified
OTO existing-user sign-in screen
02Choose planCRM or CRM + Client App with monthly and annual billing.Verified
OTO plan selection step
03Review paymentOne final confirmation before Stripe, including setup fee and promotion-code guidance.Verified
OTO payment review step
$Secure Stripe handoffAutomated QA uses a safe checkout stand-in; production opens Stripe Checkout.Verified
Stripe Checkout handoff contract screen

After payment

Core onboarding

The agent supplies only what OTO cannot infer. Work autosaves and client communications remain off until explicitly approved.
01Create profileIdentity, business, contact details, market, and neighbourhoods.Verified
Profile onboarding step
02Apply brandingHeadshot, logos, readable colour choices, and an immediate live preview.Verified
Branding onboarding step
03Bring in the databaseUpload an existing spreadsheet, download a starter template, or continue later.Verified
Database onboarding step
04Review the client appPre-filled brand, display name, selected features, URL, and phone preview.Verified
Client app onboarding step
05Approve automationRecommended intelligence, relationship, and marketing settings with communications safely off.Verified
Automation onboarding step
06Preview the complete systemCRM, client app, communication example, share link, QR code, and final checklist.Verified
Complete OTO system preview step
07Launch OTOA focused confirmation with only the CRM, client app, and first-invite actions.Verified
OTO launch confirmation screen

After and between sessions

Continuity and team setup

Active users reach useful work, incomplete users resume where they stopped, and invited team members complete only their personal details.
✓Post-launch workspaceClear zero-state guidance after choosing to import contacts later.
OTO CRM dashboard after launch
↻Resume onboardingReturn to the first incomplete step.
Resumed OTO onboarding step
TTeam mini-onboardingInherited settings; only personal details remain.
Team member mini-onboarding screen

Customer-facing result

Branded client experience

The public client app inherits the agent or team identity and exposes only the approved features.
OTOPublic client appBrand, property discovery, local context, saved homes, and direct agent access.Verified
Public branded OTO client application