From Inquiry To Appointment To Next Step.
Ottocal gives realtors, mortgage loan originators, brokers, and partner teams one system for lead-ready booking pages, contact records, AI prep, recap, and post-meeting follow-through.
Start with a live consultation page, then inspect the walkthrough that shows how a lead conversation can turn into recap, tasks, partner coordination, and CRM updates.
Start free
Start with a real-estate template and publish before the lead goes cold.
Five minutes to a lead-ready consultation link. No settings maze.
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Features
Built for real-estate pipelines, not generic scheduling.
Lead capture
Lead-ready booking pages
Publish buyer consults, listing strategy calls, pre-approval reviews, and partner meetings with live availability, intake, and fast confirmation.
Pipeline
Contacts, deals, and partner context
Every booked conversation can roll into a contact record, task list, invoice trail, and deal workspace instead of disappearing into scattered notes.
Operations
AI follow-through built for the deal cycle
Use AI for prep, recap, approvals, and next-step drafts while keeping humans in control of compliance-sensitive client and partner communication.
See it live
Every feature has a live route you can walk through right now.
Try the consultation flow, explore the partner workflow, review a replay with AI recap, and see the full post-meeting follow-through running on realistic data.
Live demo
Buyer consultation flow
Pick a real slot from live availability and see the intake, timing, and confirmation flow from a buyer lead's point of view.
Open buyer consult page
Live demo
Inquiry-to-follow-up proof loop
Walk through what happens after a consultation: CRM updates, recap, lender or agent next steps, and a deal file attached to the same contact record.
View the proof loop
Live demo
Partner referral workflow
See the partner profile and referral-request flow used to coordinate handoffs between agents, lenders, and adjacent specialists.
See partner workflow
Live demo
Open-house or webinar replay
Open a replay example with transcript and AI recap to see how education, proof, and follow-up stay reusable after the live session.
Open replay proof
How it works
From template to live pipeline in three steps.
01
Start with a real-estate template
Begin with buyer, seller, mortgage, or broker workflows instead of building a generic booking page from scratch.
02
Let leads book a concrete next step
Clients and partners choose a real date and time from your availability instead of filling out a vague contact form.
03
Keep every next move attached
Prep, recap, tasks, partner follow-up, and deal notes stay tied to the same contact record so nothing falls through the cracks.
Ship with confidence
Everything you need for a polished real-estate intake flow.
Ottocal brings booking links, CRM contact records, partner workflows, and AI-assisted next steps together in one place so you can publish quickly and keep momentum after every conversation.
Included on day one
- Buyer, seller, mortgage, and broker-ready templates
- Live slot selection on public booking pages
- Lead intake that captures timing, financing, and context
- Starter includes 10 CRM contact records and deal workspaces
- Partner referral and replay workflows included
- Human-reviewed AI follow-up drafts from the dashboard