قوالب المراحل الرئيسية للمعاملات
مراحل المعاملة
Standardize your closing checklists for Buyer and Seller workflows.
Total Steps
26
نشط
26
جانب المشتري
14
جانب البائع
12
| # | اسم المرحلة | التوقيت | الدور | الاستخدام | نشط | الإجراءات | |
|---|---|---|---|---|---|---|---|
| 6 |
S
6. Title, Liens & Mortgage Payoff
Clear title clouds. Order payoffs. Ensure foreign bank wire instructions are verified early.
|
+15 Days from Contract | منسق المعاملات | - |
|
|
|
| 7 |
S
7. Apostille / Embassy Notary Coordination
Coordinate Warranty Deed authentication. Verify if destination country requires an Apostille for the seller's signature.
|
14 Days Before Close | منسق المعاملات | - |
|
|
|
| 8 |
S
8. FIRPTA Holdback Agreement
Finalize 15% tax holdback details with Title/Escrow. Ensure Buyer's agent is aware of the IRS filing requirement.
|
5 Days Before Close | منسق المعاملات | - |
|
|
|
| 9 |
S
9. Repair Receipts & Utility Transfer
Gather all invoices. Remind seller to schedule final utility readings and mail forwarding.
|
4 Days Before Close | منسق المعاملات | - |
|
|
|
| 10 |
S
10. Closing & Proceeds Wire
Confirm transfer of net proceeds. Provide settlement statement for foreign tax reporting.
|
يوم الإغلاق | أخصائي إدراج | - |
|
|
|
| 11 |
S
11. Post-Closing Data Archive
Send 'Sold' announcement. Setup home anniversary reminders and 'Client for Life' nurture.
|
+7 Days After Close | مدير التسويق | - |
|
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