Transaction Milestones

Standardize your closing checklists for Buyer and Seller workflows.

New Milestone

#	Milestone Name	Timing	Role	Usage	Actions
6	S 6. Title, Liens & Mortgage Payoff Clear title clouds. Order payoffs. Ensure foreign bank wire instructions are verified early.	+15 Days from Contract	Transaction Coordinator	-	Edit Delete
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	Transaction Coordinator	-	Edit Delete
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	Transaction Coordinator	-	Edit Delete
9	S 9. Repair Receipts & Utility Transfer Gather all invoices. Remind seller to schedule final utility readings and mail forwarding.	4 Days Before Close	Transaction Coordinator	-	Edit Delete
10	S 10. Closing & Proceeds Wire Confirm transfer of net proceeds. Provide settlement statement for foreign tax reporting.	Closing Day	Listing Specialist	-	Edit Delete
11	S 11. Post-Closing Data Archive Send 'Sold' announcement. Setup home anniversary reminders and 'Client for Life' nurture.	+7 Days After Close	Marketing Director	-	Edit Delete