simplify your


Migration Journey


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.


If you’re savvy and a quick learner, you may just need a structured course and checklist. Check out the


We’ve created a step-by-step checklist to help those wanting to take this project into their own hands! Enjoy our OTC Setup Checklist, over 10 bonus materials, and videos to explain the entire setup process from planning to launch.


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


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


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.


New to OTC users looking for a full setup, or existing user wanting to optimize your setup can consider our


The setup offers were designed to give you everything you need to have to most robust OTC setup that include all of the bells and whistles. Current users can hire us on an hourly basis to bring your setup to the next level.

I’ll be honest with you

This migration will not be easy!

Whether you’ll take the hands-on approach or prefer that our team handle the implementation portion, we want to ensure you understand the journey ahead.

Migrating to a new tool is not a walk in the park. It requires a deliberate and strategic approach, starting with a thorough evaluation of your existing systems, or even the absence thereof. We believe in building a strong foundation that paves the way for automation and scalability, and our tools and services are designed to support your journey towards a more efficient and prosperous future.


Are you ready to take the leap? Join us and let’s embark on this transformative journey together. 

During the preparation and implementation process, our team will guide you every step of the way. Whether you choose the hands-on approach, utilizing our comprehensive course and setup sheets, or opt for our expert implementation service, we’re here to support your growth and success. We understand that change can be challenging, but we firmly believe that with the right mindset and tools, you can overcome any obstacle. Yes, even the OTC buildout!

By partnering with TC Optimize, you gain access to a wealth of knowledge and resources. Our team and community of gurus will help you navigate the complexities of system migration, ensuring that your workflows are optimized for maximum efficiency. We provide comprehensive training, ongoing support, and a vibrant community to connect with like-minded listing and transaction pros.

Remember, this journey is not just about implementing a new software—it’s about transforming your business. It’s about creating a future where you have more time for what matters most, where automation and scalability fuel your growth, and where success becomes your new normal.

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!”