Everything you need for a 


in Open To Close.


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.


Whether you're new to OTC or re-building your foundations, you may want to check out our 


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! 

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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.

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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


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.

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 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

541 Transactions in 2021

"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 

275 New Contracts in 2021

"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

155 Closed in 2021

"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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