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Otto·

For Alberta Realtors and teams

Your documents,
listings, CRM
and newsletters.
Handled with Otto.

Otto helps you prepare real estate documents, build listings, keep your CRM up to date, and create branded client newsletters—with review and approval built into the workflow.

Book a 30-minute demoTry Otto

30 minutes with Conor. Your questions, your workflow.

A look inside OttoFROM CONVERSATION TO CONTRACT
Document assistant
LET’S GET IT ON PAPER
Prepare a purchase contract for Maya. The offer is $689,000.
OttoI can help with that. What possession date should I use?
October 30. Include a financing condition.
Message Otto…
PREPARED DOCUMENT

Residential
Purchase Contract

Buyer
Maya Lindqvist
Purchase price
$689,000
Possession
October 30
Ready for your review
Your words. A prepared document. Your approval.
Keep your CRM currentNotes, tags & deal milestonesKeep your clients connectedBranded newsletters & updates

Illustrative product scenes · Fictional demonstration data

Built around the way you workAlberta documentsPillar 9 listingsLofty & Follow Up BossTake a closer look

A capable assistant. A clearer workday.

Less keeping up.
More moving forward.

From the first document to your next client newsletter, Otto helps with the work around the relationship—so you can focus on the people in it.

Documents & signingListing automationCRM automationNewsletters & client updates

01Documents & signing

Contracts drafted and sent for signing. Just ask Otto.

An admin for your contracts, right in your chat. Tell Otto what you need, review the draft, and send it directly to your clients for e-signature. From your phone or your desk, whenever the deal needs you.

  • Ask Otto to draft your contract in plain language
  • Review and send to your clients without leaving Otto
  • Track signatures and prepare incoming offers for counter-signing
See it in your demo
Documents & signing
MAYA’S PURCHASE

From reviewed
to ready to sign.

Purchase contract.pdfReviewed and approved by you
ML
Maya LindqvistBuyer · Invitation sent
Awaiting signature
Signature requested
Prepared Reviewed Sent for signing
Your approval comes first.

Review the document before sending.

Draft it in chat. Review it. Send it for signing.Illustrative example

02Listing automation

Your MLS listing. Uploaded in minutes.

Upload your property documents and photos. Otto extracts the details and fills in your listing for you. Review everything, add anything missing, and click submit. Otto handles the entry into Pillar 9.

  • Upload your documents and photos to get started
  • Review the listing Otto prepares for you
  • Click submit and let Otto create your Pillar 9 listing
See it in your demo
START WITH WHAT YOU HAVE
Property documents
Details & photos
Listing preparation
Prepared with Otto

Your listing.
The details, filled in.

Property type
Detached
City
Calgary
Bedrooms
3
Bathrooms
2.5
List price
$689,000
Ready for your reviewCheck the fields before Pillar 9 submission.
Less retyping. A listing ready to move forward.
Upload. Review. Submit. Otto handles the listing entry.Illustrative example

03CRM automation

Your deal moves forward. Your CRM updates automatically.

Send a contract for signing, record an accepted offer, or move a deal toward possession. With your automation enabled, Otto updates your connected CRM as supported deal events happen, keeping the history and next steps in sync.

  • Connect Lofty or Follow Up Boss and enable your rules
  • Automatically record signing activity and deal milestones
  • Keep notes, tags, and supported stages current as deals progress

Automatic updates follow the rules you enable; supported actions vary by CRM. You can also request changes in chat and confirm them individually.

See it in your demo
Connected CRM
ML

Maya Lindqvist

Buyer · Calgary

Active buyerFinancing condition
AUTOMATIC DEAL UPDATE

Offer accepted.
CRM updated.

Otto recorded the accepted-offer milestone in Maya’s CRM activity history using your enabled rule.

Update recordedEnabled rule
Illustrative activity · Automation enabled
Keep the deal connected

Milestone updates follow the rules you enable.

Deal activity in Otto. Updates in your connected CRM.Illustrative example

04Newsletters & client updates

Designed with Otto. Tailored to your clients.

Let Otto help design and write your branded newsletter, then tailor it to the people receiving it. Use client groups from your connected CRM to create dedicated editions for buyers, sellers, or past clients, with content that speaks to what matters to them.

  • Ask Otto to shape the layout, draft the copy, and apply your branding
  • Create tailored editions for client groups using your CRM tags
  • Review the content and audience, then approve or schedule the send

Audiences use eligible, consent-tagged contacts in Lofty or Follow Up Boss. Scheduled newsletter drafts still require your approval before sending. Otto also prepares branded client updates at deal milestones.

See it in your demo
Your brand. Your client groups. A newsletter made for each.Illustrative example

THE WORK CONNECTS

One conversation.
A deal moving forward.

Follow the work from the first details to the next client update.

  1. CONVERSATION

    Talk it through

    Begin with the deal details you know. Otto helps collect what is missing.

    OTTO / ONE CONNECTED DEAL

    Start with a conversation.

    ML
    Maya’s purchaseFictional demonstration

    “Help me prepare Maya’s purchase contract.”

    Otto asks for the missing details.

  2. DOCUMENT

    Review the document

    Read the prepared contract and approve the details. You stay in control.

    OTTO / ONE CONNECTED DEAL

    Make it ready for review.

    ML
    Maya’s purchaseFictional demonstration
    Purchase contract.pdf

    Review the terms, dates and client details before approving.

    Your review comes first
  3. SIGNING

    Send for signatures

    Send the reviewed document for e-signature, then follow its progress.

    OTTO / ONE CONNECTED DEAL

    Send it for signatures.

    ML
    Maya’s purchaseFictional demonstration
    Signing invitation sent

    After your approval, send for e-signature and follow the signing status.

    Awaiting signatures
  4. CONNECTED CRM

    Update the CRM

    At the configured milestone, an enabled rule updates connected records. Provider capabilities vary.

    OTTO / ONE CONNECTED DEAL

    Keep the CRM up to date.

    ML
    Maya’s purchaseFictional demonstration
    Milestone activity recorded

    When the configured milestone occurs, Otto runs your enabled CRM rule.

    Enabled rule · Activity history
YOUR DAILY WORKSPACE

Know what needs you next.

  • Deal deadlines
  • Tasks and signing status
  • CRM activity history

Chat-based CRM changes require individual confirmation. Automatic updates run only through rules you enable. Scheduled newsletters are prepared for approval before sending.

Your business. Your way of working.

For your next deal.
And your growing team.

Start with the work you want off your plate. Bring more of your workflow into Otto as you go.

Book a 30-minute demo
For individual agents

Less repetition.
More personal service.

Reuse deal details, prepare paperwork, and keep client communication moving without beginning every task from a blank page.

For real estate teams

A more consistent
way to get work done.

Bring agents into Otto with team invitations and billing administration. Use branded materials and repeatable workflows across your business.

A practical place to start

Choose what fits
your business.

Explore Otto in a demo, or try your first document deal. No payment method needed for the eligible first-deal offer.

Pay per deal

$45 CAD / deal

For occasional document work. Pillar 9 submission requires a subscription.

Pro

$99 CAD / month

Or $79/month, billed $948 annually. Includes MLS submission with an active plan.

Teams

$99 CAD / deal

Team membership and billing administration. Minimum 3 users.

Compare plans and see full details

Good questions

A few things
you might be wondering.

Have something specific in mind?
Bring it to your demo.

Is Otto built for my market?

Otto is built for Alberta real estate workflows, with supported Alberta forms and Pillar 9 listing submission. We can walk through your particular forms and property type in the demo.

Do I need a CRM to use Otto?

No. You can work on documents and deals without connecting a CRM. CRM automation and newsletter audiences require a supported Lofty or Follow Up Boss connection. Available actions vary by provider.

What happens automatically, and what do I approve?

You review documents before sending for signing and listing details before submission. Changes proposed in CRM chat need confirmation. Once enabled, your CRM milestone rules can run automatically. Client emails and each scheduled newsletter issue require your review and approval before sending.

Can Otto write my monthly newsletter?

Yes. Ask Otto to help with the design and writing, then tailor an edition to a client group using tags in your connected CRM. Add listings and market figures from sources you provide and verify. Review the content, test the email, confirm the eligible audience, and approve it. A recurring schedule prepares future issues for your approval.

Can my team use Otto?

Yes. Team setup includes membership, invitations, and billing administration, with a minimum of 3 users. Book a demo so we can show how Otto fits your team’s workflows and access requirements.

How does the free offer work?

Eligible new accounts can try a first document deal without adding a payment method. It is not an unlimited trial of every feature. Pillar 9 submission requires an active subscription or an eligible team plan. See Pricing for the available options.

How is client information handled?

Otto processes the documents and details you provide to deliver its features, using service providers for functions such as AI processing, signing, and email. Stored MLS credentials are encrypted. Read our Privacy Policy for the data-handling details. Read the Privacy Policy.

Meet your new assistant

See what Otto could
take off your plate.

Spend 30 minutes with Conor. See the documents, listings,
CRM tools, or newsletters that matter to your business.

Book a 30-minute demoTry Otto
A personal walkthrough. No account required.