قوالب المراحل الرئيسية للمعاملات

مراحل المعاملة

Standardize your closing checklists for Buyer and Seller workflows.

New Milestone
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 -