Brokerage OS queue

Keep every active sale moving with listing, buyer, seller, and closing context together.

Review listing launch, marketing status, buyer readiness, offer terms, diligence status, document scope, funds, signatures, and closing coordination across the transactions assigned to your team.

Open in Broker Portal ↗Open in Closing OS ↗

Broker execution spine

Authority, qualification, offer, closing controls, financials, and partner release in one path.

Open closing controls

Seller authority and listing packet

2 seller files

Listing agreement, owner authority, disclosures, title posture, service records, pricing approvals, and seller launch context stay tied to the broker queue.

Open seller packet

Buyer qualification and proof

1 funds follow-up

Buyer profile, proof-of-funds status, showing intent, financing posture, and broker questions are checked before private diligence or offer escalation.

Open buyer readiness

Offer, survey, and diligence path

$14,350,000

Accepted terms, survey references, sea-trial context, inspection findings, broker notes, and buyer or seller blockers remain visible before closing transition.

Open offer context

Documents, signatures, and compliance

4 open items

Packet scope, title and registration items, signature envelopes, compliance checks, release blockers, and closing-coordinator evidence are carried into the closing file.

Open closing controls

Financials, escrow, and commission

1 escrow follow-up

Deposit instructions, escrow receipt, balance due, settlement review, payoff awareness, broker commission, and release timing stay grouped for the team.

Review financials

Partner services and final release

finance / insurance / title / transport

Finance, insurance, title, documentation, transport, service referrals, delivery expectations, and final packet handoff are routed from the same deal context.

Open partner support

Broker deal control board

Seller launch, buyer readiness, offer diligence, packet, money, and final release in one broker view.

This is the broker-facing command view that explains how marketing distribution, buyer qualification, documents, signatures, compliance, settlement, partner services, and closing release connect around one deal.

Open broker pipeline

Seller and marketing

Seller authority, pricing, media, syndication, and reporting

5/5 channels published

The broker sees seller authority, pricing posture, media readiness, marketplace distribution, broker website exposure, and seller reporting before demand converts.

Evidence

Listing agreement, seller authority, pricing approval, media package, YachtWorld/BoatWizard/Boat Trader/boats.com/YATCO feed receipt, lead source, and seller report.

Open marketing matrix

Buyer readiness

Buyer profile, proof of funds, finance, insurance, and broker CRM

verified

Buyer readiness is visible before the broker grants private diligence, accepts offer motion, or moves the deal into closing.

Evidence

Buyer profile, proof-of-funds review, lender or finance posture, insurance requirement, CRM notes, and broker qualification decision.

Open buyer readiness

Offer and diligence

Accepted terms, survey, sea trial, disclosures, and broker exceptions

accepted

Offer price, deposit, contingencies, survey or sea-trial conditions, disclosure issues, and broker exceptions stay in front of the broker before release.

Evidence

$7,700,000 accepted offer with 3 contingencies.

Open offer context

Documents and signatures

Document packet, title, registration, signatures, and compliance

4/6 docs ready / 3/5 signers

The broker can see whether title, registration, packet scope, signature envelopes, signer evidence, and compliance blockers are ready for closing coordination.

Evidence

PSA, bill of sale, title or lien item, registration or USCG packet, signer envelope, audit log, release blockers, and closing-coordinator exception notes.

Open closing controls

Financials

Escrow, balance due, payoff, settlement, and broker commission

$6,972,000 balance due

Deposit, escrow receipt, wire expectation, taxes, payoff, seller proceeds, referral fees, service add-ons, and broker commission are visible before release.

Evidence

$770,000 gross commission and $5,671,160 expected seller proceeds.

Review financials

Partners and release

Finance, insurance, title, service, transport, UPS, and final packet

4 partner referrals / assembling

Finance, insurance, title/documentation, service yard, transport, UPS label/tracking, and final-packet release remain connected to the broker-owned deal.

Evidence

Partner referrals, service order, transport plan, UPS label/tracking, final packet artifacts, delivery note, and release timestamp.

Open partner route

Broker deal controls ready for reviewbroker.deal_control_board_review_staged

Seller marketing, buyer qualification, accepted terms, diligence, documents, signatures, compliance, escrow, settlement, commission, partner services, UPS label/tracking, and final release stay connected to the broker-owned transaction.

Broker-led sale queue

Listing packet, buyer qualification, offer terms, diligence, and closing transition.

Broker work starts from seller authority, launch context, buyer readiness, active offer terms, diligence follow-up, and the accepted-offer path into closing.

Broker launch point

Open the live sale record, inspect buyer and seller readiness, and advance the deal to closing from one queue.

Open broker workspace

Open broker pipeline Review buyer readiness Review seller packet Open closing file Ask broker support

Active deals

Listings with buyer, seller, and closing context attached.

Accepted value

$14,350,000

Total offer value currently in broker and closing motion.

Funds pending

Buyer files still waiting on proof-of-funds verification.

Docs in motion

Document and signer follow-up still needed before release.

Broker operating lanes

Buyer, seller, document, and release work from one cockpit

Buyer qualification

1 funds checks

Proof of funds, readiness notes, and showing or offer posture before private access or closing release.

Open buyer readiness

Seller launch

2 active listings

Pricing, authority, disclosures, marketing, and broker updates tied back to the active listing workspace.

Open seller workspace

Documents and signatures

4 files in motion

Diligence packet scope, signer progress, and document routing before the deal room advances.

Open closing file

Escrow and release

1 escrow follow-ups

Deposit requests, release blockers, and final packet handoff across broker and closing roles.

Open broker support

Focused transaction

Sunreef 74

This broker view stays centered on the selected transaction when the user arrives from listing, buyer, or closing surfaces.

Transaction

txn-sunreef-74-helena

Closing deal

deal-sunreef-74-closing

Next move

Confirm deposit and escrow instructions

Broker qualification

Approve buyer posture and route accepted terms

Save buyer proof posture, broker notes, and accepted-offer routing against the canonical deal record before the next seller or closing-coordinator action.

Proof of fundsClosing dealAccepted offer

Broker notes

Broker qualification readiness

Broker qualification and accepted-offer evidence are ready to save into the canonical deal record.

Save broker qualification

Broker qualification decision ready for review

broker.qualification_decision_review_staged

listing-sunreef-74 / deal-sunreef-74-closing / uploaded / accepted offer

Review broker proof posture, notes, and accepted-offer routing before saving the qualification command.

Next action

Open closing file

The broker accepted the deal path. Move directly into closing coordination and release readiness.

Review broker qualification Save broker qualification

Broker account coverage

Client context, deal risk, and next outreach by account

Sunreef 74

Helena Cross / Atlas Marine Holdings

funds

Broker focus: Keep buyer, seller, and closing coordinator aligned on the active handoff packet.Primary risk: Deposit instructions still need buyer and escrow follow-up.Touch cadence: Daily broker follow-up

Open buyer account Open seller account Open closing file

Azimut 78

Orion Capital / Atlas Marine Holdings

closing deal

Broker focus: Keep buyer, seller, and closing coordinator aligned on the active handoff packet.Primary risk: Buyer qualification still needs funds verification.Touch cadence: Daily broker follow-up

Open buyer account Open seller account Open closing file

Broker reporting rhythm

Watch coverage, release velocity, escrow pressure, and signer drift

Pipeline coverage

2 live records

Broker-owned deals with buyer, seller, and closing connection attached to one operating queue.

Open full pipeline

Release-ready files

0 ready

Deals with funds verified, packet scope in place, and broker context ready for closing-coordinator action.

Open release queue

Escrow watch

1 follow-ups

Files still waiting on deposit confirmation, wire guidance, or broker escalation.

Review escrow support

Signer drift

2 envelopes

Accepted deals with signature motion still active across buyer, seller, or broker parties.

Open signer coordination

What stays connected

From buyer review to closing coordination

Sunreef 74

Helena Cross / Atlas Marine Holdings

funds

Deal: deal-sunreef-74-closingTransaction: txn-sunreef-74-helenaValue: $7,700,000Proof of funds: verified

Confirm deposit and escrow instructions

Suggested next move

Open the pipeline, check the buyer file, or push the deal into closing.

Open pipeline context View deal context

Open broker pipeline Open buyer file Open seller file Open public listing Send to closing

Azimut 78

Orion Capital / Atlas Marine Holdings

closing deal

Deal: deal-azimut-78-closingTransaction: txn-handoff-azimut-78Value: $6,650,000Proof of funds: uploaded

Verify buyer funds before closing packet release

Suggested next move

Open the pipeline, check the buyer file, or push the deal into closing.

Open pipeline context View deal context

Open broker pipeline Open buyer file Open seller file Open public listing Send to closing

Closing-file readiness

What still blocks release across the active queue

Sunreef 74

deal-sunreef-74-closing

Open closing file

Proof of funds: verifiedEscrow: deposit requestedDocuments: introducedSignatures: sent

Azimut 78

deal-azimut-78-closing

Open closing file

Proof of funds: uploadedEscrow: fundedDocuments: packet activeSignatures: partially signed