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 | |
|---|---|---|---|---|---|---|---|
| 0 | Manual Date | أخصائي إدراج | 19 |
|
|
||
| 1 |
S
1. FIRPTA Status & Compliance Check
Determine if Seller is a 'Foreign Person'. Collect Affidavit of Non-Foreign Status or prepare for 15% withholding.
|
+1 Days from Contract | منسق المعاملات | - |
|
|
|
| 2 |
S
2. Pre-Listing Media & Disclosures
Staging, 3D tours, and photography. Verify all foreign owner signatures on disclosures.
|
+3 Days from Contract | مدير التسويق | - |
|
|
|
| 3 |
S
3. MLS Launch & Marketing Blast
Activate in MLS. Execute social media 'Just Listed' campaign.
|
+5 Days from Contract | مدير التسويق | - |
|
|
|
| 4 |
S
4. FIRPTA Withholding Certificate Application
If applicable, submit IRS Form 8288-B to reduce withholding. Must be done on or before closing day.
|
+10 Days from Contract | منسق المعاملات | - |
|
|
|
| 5 |
S
5. Inspection Resolution
Negotiate repairs/credits. Ensure contractors for repairs accept electronic/wire payments for foreign sellers.
|
+12 Days from Contract | أخصائي إدراج | - |
|
|
|
| 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 | - |
|
|