simplify your

OPEN TO CLOSE

Migration Journey

NEED HELP GETTING STARTED WITH OTC?

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.

GROUND-UP SETUP

If you’re new to OTC and interested in a hands-on, coaching, or hands-off approach, consider our

OTC EXPRESS EXPERIENCE!

This 2-8+ week program was designed to give you a deep understanding of your systems in order to set your OTC up for their advanced automation capabilities and software features. Get it right the first time, without the stress!

THE VAULT

Whether you’re new to OTC, re-building your foundations, or looking to LEVEL-UP your setup, join our 

OTC MEMBER VAULT!

This membership contains all of the tools and resources you need to (re)build OTC! You’ll have the resources, support, and community of like-minded real estate transaction pros to help bring your OTC to the next level from wherever you are.

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 sent directly to your email available for download within 72 hours of our call!

What People Are Saying

First-hand experiences and successes speak volumes.

Ellie Orr

Owner of TransactionAlly

541 Transactions

“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

“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

“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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