Pipeline and tasks

What do the individual stages mean, and how do I move a deal on?

The four stages track how far a case has progressed, not how it ended. Drag a card into the next column once that step has actually happened.

  • In negotiation — the offer is in, the terms are not yet settled.
  • Reservation contract — money has changed hands from here on. The option payment makes the case binding, and from this stage outstanding points are flagged on the card.
  • At the notary — the appointment is set. This is the latest point at which a complete check must be in place.
  • Completed — the case is closed.

Outstanding points deliberately do not appear before “Reservation contract”: a fresh offer has naturally not completed anything yet. A note that appears on every card stops being read.

In the “At the notary” stage, a card additionally shows when nothing is left outstanding on that case.

Related questions

AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.

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