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  • Meet Jacqui
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Experienced Transaction Coordinator since 2020, coordinating over 350 transactions to closing.

Services Offered

Contract to Close $395

  • Payment is due only when a transaction closes; there is no payment due for a terminated transaction.
  • Obtain all fully executed contract documents from agent
  • Review contract for completeness
  • Send contract to the title company and lender
  • Send Next Steps email to clients with contract dates
  • Communicate with agent about contingency dates throughout transaction
  • Upload documents to Command for compliance review
  • Manage any file updates
  • Schedule closing appt with title company
  • Review Preliminary Title Commitment & Settlement Statement
  • Make sure all parties have all pertinent documents for their records
  • In agent's preferred electronic signing program: draft brokerage compliance forms, documents, & amendments, and send for signature, after written approval from agent
  • Update MLS status, if applicable
  • Not Included: Scheduling and coordinating Inspection, Appraisal, or any other service requested by the buyer or lender

Listing Prep $295

  • Payment is due at time of service
  • Fee includes prepping listing in one MLS. Additional $50 per additional MLS for prepping listing in multiple MLS's. 
  • In agent's preferred electronic signing program: draft brokerage compliance forms, documents, & amendments, and send for signature, after written approval from agent
  • Obtain all listing documents from agent
  • Review listing documents for completion and upload to Command for compliance
  • Introduction email to seller and send all documents for their records
  • Pull all property information: tax records, plats, deed, CCR's, HOA & Condo Association info, and Property Profile, if applicable
  • Prep listing in MLS for agent approval
  • Upload photos and documents to MLS listing
  • Change listing to Active on list date after agent's written approval
  • Send "Your Listing is on the Market" email to sellers
  • Update MLS status after agent's written request
  • Not Included: Ordering and coordinating listing photos and video

Command Compliance $99

Great for the agent who does not need TC services but wants to leverage uploading docs to Command for compliance.


  • Payment is due at time of service
  • Upload documents to Command for compliance review prior to Closing Date
  • Documents will not be reviewed for completeness 
  • It is the agent's responsibility to correct any documents flagged by compliance review, once corrected I will upload to Command for another review by the compliance officer

*Please note: I am an unlicensed Transaction Coordinator.*

Montana Board of Realty Unlicensed Assistant Guidelines are followed. 

Link to guidelines below. 

No licensed agent duties will be performed. 

MT Unlicensed Assistants Guidelines

Are You Ready? Let's Do This!

How Can I Help?

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Better yet, let's meet and talk about what I can do to help maximize your time and business.

Use the form above to schedule a time to meet. You know I like coffee.

Birchwood Transactions, LLC

jacqui@birchwoodtransactions.com 406-461-0089 130 Neill Ave, Helena, MT

Copyright © 2025 Birchwood Transactions - All Rights Reserved.

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