Everything you need for a
SOLID SETUP
in Open To Close.
NEED SETUP HELP?
Which service is right for YOU?
We all learn very differently and our current positions in life and business are also unique. Some enjoy getting their hands dirty while others have far too much going on to start from scratch. Well, we have a solution for everyone.

BUILD-OUTS
Whether you're new to OTC or re-building your foundations, you may want to check out our
LEVERAGED! Setup
This 12-week group coaching program is best for those who are more hands-on, but want the guidance and support needed to prepare for lift-off to a successful setup journey!

THE MEMBER VAULT
Whether you're new to OTC, re-building your foundations, or looking to LEVEL-UP your setup, join our
Member Vault!
This member-only vault contains dozens of videos, workflows, articles, event replays, and bonus content! You'll have a community of like-minded real estate transaction pros and access to real-time support.

MEET 1-on-1
Getting stuck on a few things or just want to dive deeper with a pro? Let's get it ironed out on a recorded
ZOOM MEETING!
We'll brainstorm strategies or just answer questions to get you over your current hurdles. All recordings, notes, documents, and resources will be accessible through our Kajabi Coaching Portal.
OTC Member Vault
While the Open To Close Facebook Community, Support Tab, and YouTube Channel bring great value, this member vault provides:
- Our previous mentorship/coaching program videos and toolkit (Re)Setup Your Foundations to start (re)building your OTC Setup.
- Dozens of TC Optimize's searchable videos, step-by-step workflows, and articles - nicely organized in one place.
- Request content/get quick support and find new content shared to the Membership Site's Changelog weekly.
- Weekly Events, Replays, Bonus Content, & Setup Materials for all past and future Webinars, & Group Training.
- Private Community for Q&A/Brainstorming Zoom Sessions with Real Estate and TC Process Experts.
- A Client Portal to keep all of our private 1-on-1 Zoom recordings, notes, documents, and resources.
- 15% Discount off of all Coaching/Zoom Consulting Services, Group Training, and Courses.
What People Are Saying
First-hand experiences and successes speak volumes.

Ellie Orr
Owner of TransactionAlly
"Highly recommended!
Josie is fantastic! My team had a 2.5hr zoom with her and it was mind-blowing! I was totally blinded to the capabilities of the platform until she opened my eyes!
We actually took an entire day OFF of work afterward to sort our OTC lives out. She's the best!"

Kristi Koffman
Co-owner of Keys2Close
"Josie has been incredible to work with. I was at a standstill with my system development and, thanks to her moving things forward, I was able to reverse engineer some of her processes to build our system out even further.
I would not have been able to manage our growth & expansion without the advancements Josie made in our system."

Brittany Poe
Owner of Poe's Point Closings
"Josie has a passion for understanding how OTC works, and that is what makes her so effective. She helped me not only optimize my system, but she helped me understand it as well.
Working with her has brought value beyond my setup and into how I use OTC today.
I couldn't have figured OTC & the setup out without her!"
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