The Inbox Wizard

Integrates Open to Close with Gmail, auto-labeling emails and linking them to OTC properties for a seamless, organized workflow.

The Power of Open to Close—Right Inside Your Gmail Inbox Tired of chasing down emails and toggling between tabs just to keep your transactions straight? The Inbox Wizard brings your Open to Close (OTC) properties directly into Gmail using a smart, intuitive sidepanel—and it automatically labels incoming emails to match. No more guessing where an email belongs. No more inbox clutter. Just a clean, organized view of your transactions—right where you work. ⸻ 🧩 What It Does ✔ Automatically Labels Emails by Property Emails are scanned and linked to OTC records as they arrive. Your inbox gets auto-organized with clean, consistent Gmail labels—no filters, no sorting, no second-guessing. ✔ See Property Details Without Leaving Gmail Open an email and instantly view the connected property’s details in a sidepanel—fields, notes, documents, contacts, and more. ✔ Customize Your Label Structure Choose how labels are built—by status, agent, address components, or custom text. Drag, drop, and reorder your structure to fit your workflow. ✔ Update OTC From Your Inbox Edit fields, add notes, upload documents, and manage contacts—all from the Gmail sidepanel, with changes synced back to OTC. ✔ Supports Teams on One OTC Account Each team member can use their own Gmail while staying connected to a shared OTC login. You control who sees what. ✔ Spot Unlabeled Emails at a Glance If an email isn’t labeled yet, the Inbox Wizard suggests the most likely match. Just click to confirm and move on. ✔ Always in Sync with OTC New properties are added. Closed ones are cleaned up. Your Gmail stays up to date without the effort. ⸻ 💼 Built for Transaction Coordinators The Inbox Wizard is designed for the real-world pace of transaction coordination. Whether you’re handling a handful of deals or dozens at once, it helps you: • Save time and eliminate inbox clutter • Stay focused with property-level organization • Manage high volumes without letting anything slip through • Work faster, smarter, and more confidently ⸻ 💳 Simple, Flexible Pricing Plans start at just $99/month—no contracts, no per-seat confusion. One OTC connection supports your whole team. ⸻ ⚙️ Requirements To use the Inbox Wizard, you’ll need: • A desktop running Google Chrome • A Gmail account • An active Open to Close Pro Plan (or higher) (API access and webhook support are required) ⸻ 📥 Add the Inbox Wizard to Gmail now and bring structure, speed, and sanity to your inbox.