Completing the sale
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As completion approaches, the forms you need are in the deal's forms library: the completion confirmation, the key handover form and the closing package checklist. Search for them by name. A completed sale shows in three places: the deal, the CRM and the listing. It starts with the deal. On the Summary tab, under Deal progress, enter the closing date and click Save.
Questions about this
How do I close a deal?
On the deal's Summary tab, under Deal progress, enter the closing date and click Save. Then set the status to Closed, Sold and click Update. The completion confirmation, key handover form and closing package checklist are in the deal's forms library.
Does closing a deal mark my listing as Sold?
Yes. Because the listing is linked to the deal, closing the deal marks your listing Sold for you, with the sale price and date. The deal's history records it.
What happens in the CRM when I close a deal?
Your seller moves along their pipeline to Completion, where you record the actual date, the final price, and whether the funds and keys are confirmed. At Commission received, enter the gross commission, VAT and net, invoice number, due date and payment status. The sale then counts in your pipeline Reports.
How do I mark a listing Sold if it sold outside a deal?
Open My Listings and click Mark as Sold on its card. Enter the sold price and sold date, and confirm.
