HELMBrokerage yachts · buy & sell
Sell your yacht

Brokerage OS

One broker-led sale from listing agreement to final packet.

HELM presents the sale the way a brokerage team works: broker owns the transaction, buyer and seller enter private rooms, and closing coordination moves title, escrow, signatures, finance, insurance, compliance, and release work forward.

Open broker workspaceWalk the saleReview proof stack

Guided walkthrough

The sale stays one record while each role sees its own work.

This is the review path to show a broker: the front office, client rooms, document packet, signatures, escrow, compliance, finance, insurance, delivery, and final release are connected without asking the reviewer to guess which product to open.

01
Broker owns it

Seller intake and listing agreement

Broker captures owner goals, listing agreement terms, vessel profile, photos, title status, registration, service records, and launch approvals.

Open seller packet
02
Broker owns it

Vessel launch and buyer demand

Broker publishes the listing, manages channel distribution, watches saved-search matches, and keeps seller updates tied to the same sale record.

Review listing work
03
Buyer room

Buyer inquiry and showing readiness

Buyer profile, funds posture, showing requests, messages, and broker notes are collected before private diligence opens.

Open buyer room
04
Broker owns it

Offer, counter, and acceptance

Broker manages offer terms, contingencies, seller decisions, and the accepted-offer package before closing coordination starts.

Open broker queue
05
Closing coordinator

Survey, sea trial, title, and services

Buyer, seller, broker, and closing coordinator track survey items, sea-trial notes, title review, insurance, finance, and transport requirements.

Review closing coordination
06
Closing coordinator

Escrow, signatures, and settlement

Closing coordinator advances escrow, signatures, compliance paperwork, commission checks, and release blockers inside the broker-led sale.

Open closing file
07
Broker owns it

Final packet and delivery handoff

Broker releases the completed closing packet with signatures, funds, title, registration, delivery notes, and client-visible files.

View final handoff

Broker-first click-through

Show the exact path a brokerage team expects to run before July 1.

This is the practical review script: start with the broker creating a listing, then move through agreement, vessel/media work, title documents, marketing, buyer offer, survey, finance, insurance, closing, funds, commission, and delivery.

01

Create the listing

Broker opens the seller room, captures owner intent, vessel basics, pricing posture, and broker assignment.

Open seller launch
02

Sign the listing agreement

Seller authority, listing agreement signature request, completion evidence, and broker audit trail are staged before distribution expands.

Review signature packet
03

Add vessel details, media, and documents

Photos, specification detail, title posture, registration, service records, and seller diligence documents stay attached to the listing.

Open launch work
04

Market the vessel and watch demand

HELM listing, marketplace feeds, broker network, retargeting, seller reporting, and inquiry attribution feed the same transaction.

Review channels
05

Qualify buyer, offer, sea trial, and survey

Buyer room captures profile, proof-of-funds, questions, showing requests, offer intent, survey items, and broker follow-up.

Open broker control
06

Coordinate finance, insurance, title, and compliance

Once connected, finance routes lender status, insurance starts binder coordination, and title/registration requirements stay in the closing file.

Review closing controls
07

Build packet, signatures, escrow, and settlement

Bill of sale, purchase agreement, IDs, title, statements, signer evidence, deposit, balance, commission, payoff, and proceeds are tracked together.

Open buyer readiness
08

Release final packet and delivery route

Once connected, email sends the package, UPS carries label/tracking evidence, and broker releases the client-visible final packet.

Open closeout

Reviewer proof path

Every major parity claim has a visible place to inspect.

Use these six checkpoints to evaluate the platform as a serious replacement workflow: broker control, seller closeout, buyer readiness, closing operations, distribution reach, and team activation controls.

Broker deal control boardBroker operating controlSeller launch, buyer qualification, offer diligence, documents, financials, partner services, and final release in one broker-owned view.Seller closeout boardSeller closeout controlAuthority, title posture, marketing demand, signatures, diligence release, settlement acknowledgement, proceeds, and final packet.Buyer readiness boardBuyer closing readinessProof-of-funds, buyer documents, signer status, deposit, balance due, services, UPS label/tracking, and final packet visibility.Closing file control boardClosing file controlsBill of sale, title, registration, signatures, compliance, escrow, settlement, commission, partner services, and delivery evidence.Channel activation matrixMarketing distributionHELM listing page, YachtWorld, BoatWizard, Boat Trader, boats.com, YATCO, broker network, retargeting, seller reporting, and closing impact.Team activation pathTeam activation controlsMarketplace feeds, signature providers, escrow/payment rails, partner services, UPS routing, release gates, access, and audit controls stay in the broker-owned operating path.
Brokerage OS proof path ready for reviewbrokerage_os.proof_path_review_staged

Broker, seller, buyer, closing, marketing, and team activation checkpoints now connect from the main walkthrough.

Operating proof stack

More than a click path: the brokerage workflow exposes the actual controls a serious operation needs.

The review should not depend on hidden assumptions. These lanes group 100+ visible functions into the operating moments a broker, seller, buyer, closing coordinator, and operations team need to inspect from listing agreement through final packet release.

01
Before the listing can go broad

Seller intake and authority

Seller launch spine
Owner identityListing agreementBroker assignmentPricing approvalTitle postureRegistration statusLien disclosureService recordsLaunch approvals

Seller launch spine, authority packet, signature request, approval log, and broker continuation link.

02
Before publication and syndication

Vessel data, media, and listing quality

Marketing workspace
Vessel specificationsEquipment manifestPhoto readinessMedia orderingListing copySEO checklistComparable reviewPrice positioningBroker notes

Marketing command path, listing detail record, SEO panel, media workflow, and seller report handoff.

03
When the broker launches the vessel

Distribution and demand generation

Channel activation matrix
HELM public listingYachtWorld feedBoatWizard feedBoat Trader feedboats.com feedYATCO feedBroker networkRetargetingSaved-search matchesSeller reporting

Channel activation matrix, syndication export state, retry command, partner receipt, and demand attribution.

04
Before private diligence or offer escalation

Buyer qualification and CRM

Buyer readiness board
Buyer profileInquiry intentProof of fundsFinance postureInsurance requirementShowing requestBroker questionsMessage historyAccess decision

Buyer readiness board, buyer document upload path, broker qualification command, and message transaction record.

05
When demand becomes an active deal

Offer, counter, survey, and sea trial

Broker deal control board
Offer amountDeposit termsContingenciesCounter statusSurvey requestSea-trial windowDisclosure issuesBroker exceptionsAccepted terms

Broker deal control board, offer context, timeline history, and seller/buyer return paths.

06
When accepted terms move toward closing

Document packet and diligence vault

Closing file controls
Purchase agreementBill of saleSeller IDsBuyer IDsTitle copyRegistration documentsLien releaseSurvey attachmentsService records

Closing file control board, document records, packet scope, diligence references, and release checklist.

07
Before funds and release can complete

Signatures and signer evidence

Signer evidence
Seller envelopeBuyer envelopeBroker envelopeClosing coordinator acknowledgementSigner statusTimestamp evidenceIP/audit referenceException notesCompletion receipt

Signature request tracking, signer completion evidence, audit trail, and buyer/seller packet visibility.

08
Before the final release decision

Compliance, title, and jurisdiction

Compliance release gate
State requirementsTax postureTitle jurisdictionUSCG pathRegistration pathDocumentation partnerRequired acknowledgementsRelease blockersException review

Compliance checklist, jurisdiction controls, documentation partner status, release blocker log, and role-scoped review.

09
When money movement has to be explainable

Financials, escrow, and settlement

Settlement controls
Deposit receiptWire instructionsBalance dueEscrow statusLender statusPayoff awarenessTaxes and feesSeller proceedsSettlement statement

Funds ledger, escrow tracker, settlement waterfall, seller acknowledgement, buyer readiness, and support continuation.

10
Before broker closeout and proceeds release

Commission, referral, and brokerage economics

Broker financials
Gross commissionCommission splitReferral feeService add-onsBrokerage netSeller payoffRelease approvalStatement acknowledgementCloseout history

Settlement math, commission release detail, seller statement acknowledgement, and broker financial review link.

11
When external work needs ownership

Partner services and delivery

Team activation path
Finance partnerInsurance partnerTitle/documentation partnerSurvey partnerService yardTransport carrierDelivery noteUPS labelUPS tracking

Partner service routing, activation-ready provider states, UPS label/tracking evidence, and final delivery note.

12
When the deal needs to close cleanly

Final packet, audit, and release

Final release path
Final packet statusLocked documentsSignature evidenceSettlement proofDelivery evidenceBuyer releaseSeller releaseBroker closeoutAudit export

Final packet artifacts, release timestamp, buyer/seller access controls, broker return path, and team audit controls.

Operating proof stack ready for reviewbrokerage_os.operating_proof_stack_review_staged

Seller authority, marketing reach, buyer qualification, offer diligence, documents, signatures, compliance, financials, partners, delivery, and final release are grouped into visible workflow lanes.

Function coverage map

The operating depth is grouped by how a brokerage actually runs the sale.

This map is the reviewer shortcut across the functions called out in the brokerage direction and game plan: sales control, marketing reach, document-heavy closing, compliance, money movement, partner activation, and final delivery.

Brokerage command centerListing authority, seller packet, buyer qualification, offer terms, diligence, services, closeout, and release controls.
Tools and controls
  • Broker deal control board
  • Seller authority packet
  • Buyer qualification queue
  • Offer and contingency review
  • Transaction continuity record
  • Final release gate
Connected surfaces
  • Broker workspace
  • Seller room
  • Buyer room
  • Closing file

A $50M brokerage reviewer can see who owns the sale, what is blocked, and which next action moves the transaction forward.

Marketing and distribution engineMedia, listing copy, SEO, campaign calendar, marketplace feeds, retargeting, seller reports, and demand attribution.
Tools and controls
  • Channel activation matrix
  • Syndication export and retry
  • Media workflow
  • SEO checklist
  • Campaign calendar
  • Seller performance reporting
Connected surfaces
  • Marketing workspace
  • Public listing
  • Seller dashboard
  • Broker queue

Marketing work is not a separate brochure layer; demand, seller approvals, broker follow-up, and closing conversion stay connected.

Closing file, documents, and signaturesBill of sale, purchase agreement, title, registration, IDs, statements, signature packets, signer evidence, and packet release.
Tools and controls
  • Closing file control board
  • Document library
  • Signature request tracking
  • Signer completion evidence
  • Release packet checklist
  • Buyer and seller document upload paths
Connected surfaces
  • Closing coordinator workspace
  • Buyer readiness board
  • Seller closeout board
  • Broker workspace

The platform shows the hard closing work directly: required files, signer state, release evidence, and client-facing packets.

Compliance, title, and jurisdiction controlsState requirements, title posture, lien release, registration, audit evidence, approvals, release blockers, and coordinator review.
Tools and controls
  • Compliance checklist
  • Title and lien review
  • Jurisdiction requirement tracker
  • Release blocker log
  • Approval audit trail
  • Role-scoped access rules
Connected surfaces
  • Closing file
  • Team controls
  • Broker workspace
  • Client rooms

Legal/compliance handling is inspectable as operating logic, not implied by static copy or hidden in a back office.

Financials, escrow, and settlementDeposit, balance due, escrow, lender status, payoff, commission, referral fees, seller proceeds, and acknowledgements.
Tools and controls
  • Funds and escrow tracker
  • Settlement statement acknowledgement
  • Commission and referral release
  • Finance partner status
  • Seller payoff and proceeds view
  • Buyer payment readiness
Connected surfaces
  • Closing file
  • Broker workspace
  • Buyer room
  • Seller room
  • Finance partner workspace

Financial state is visible to the people who need it while keeping role boundaries around sensitive closing data.

Partner activation and deliveryFinance, insurance, title, service, transport, UPS labels/tracking, notification providers, and marketplace/provider readiness.
Tools and controls
  • Integration activation board
  • Partner service routing
  • UPS label and tracking evidence
  • Insurance binder status
  • Transport and service handoff
  • Activation credential placement guide
Connected surfaces
  • Broker workspace
  • Closing file
  • Team controls
  • Buyer and seller rooms

External connections are framed as activation-ready workflow points with ownership, credentials, evidence, and release impact.

Role views

Brokerage team first, client rooms where they belong.

Broker, buyer, seller, closing coordinator, and team operations views stay distinct for privacy and accountability, but the story is one sale.

Broker

Owns the sale from listing agreement through final packet release.

Buyer room

Invited space for inquiries, offers, funds, signatures, messages, and released files.

Seller room

Invited space for listing packets, documents, approvals, owner updates, and closing tasks.

Closing coordinator

Broker team role for title, escrow, compliance, signatures, and final packet release.

Team operations

Brokerage team controls for access, integrations, pricing, workflow status, release readiness, and audit.

Integration readiness

Activation steps are visible inside the sale path.

The workflow can be reviewed end to end now. Service connections are presented as activation steps so brokers understand what will happen when each provider is turned on.

Marketplace distributionActive

Keeps the broker launch checklist, YachtWorld, BoatWizard, Boat Trader, boats.com, YATCO, export state, partner release receipt, and listing channel status on the sale record.

Document and signature providersReady to connect

Connects HELM Sign, DocuSign, Dropbox Sign, Adobe Acrobat Sign, packet scope, signer evidence, title items, and release gates to the closing file.

Email/SMSReady to connect

Sends listing updates, closing packages, signer nudges, and buyer/seller reminders once activated.

FinanceReady to connect

Routes financing requests, lender status, payoff needs, and approval conditions back to the sale record once activated.

InsuranceReady to connect

Starts insurance coordination and tracks binder status, lender requirements, and delivery blockers once activated.

Title/registrationCoordinator step

Tracks documents, jurisdiction requirements, lien release, registration needs, and coordinator review inside the closing file.

Payments/escrowReady to connect

Tracks deposits, balances, settlement status, commission release, and final disbursement once activated.

Service, transport, and UPS deliveryReady to connect

Routes survey, haul-out, service yard, transport carrier, UPS label/tracking, delivery note, and final packet evidence back to the sale record.

Activation talk track

Thirteen connection points are visible in plain broker language.

This is the click-through script for the review: each provider has a clear location in the sale and a concrete action it performs once connected.

01Email deliveryClosing package and listing updates

Once connected, HELM sends listing updates, closing packages, signer reminders, and final packet release notices from the sale record.

02SMS and WhatsAppBuyer, seller, and broker reminders

Once connected, HELM routes time-sensitive reminders, showing updates, document nudges, and broker follow-up without leaving the transaction.

03YachtWorld feedMarketplace distribution

Once connected, HELM publishes the approved listing feed and records publication receipts back to the marketing plan.

04BoatWizard feedBroker listing operations

Once connected, HELM keeps BoatWizard publication, retry status, and channel approval tied to the broker launch checklist.

05Boat Trader / boats.com / YATCOAdditional marketplace reach

Once connected, HELM expands distribution, tracks partner receipts, and ties incoming demand to seller reporting and broker follow-up.

06Finance partnerBuyer qualification and closing file

Once connected, HELM routes financing requests, lender status, payoff needs, and approval conditions back to the sale record.

07Insurance partnerBinder coordination

Once connected, HELM starts insurance coordination and tracks binder status, lender requirements, and delivery blockers.

08Title and registration partnerCompliance and jurisdiction review

Once connected, HELM routes title posture, lien release, registration needs, jurisdiction requirements, and release blockers to the closing file.

09Signature providerListing agreement and closing packet

Once connected, HELM sends listing agreements, purchase documents, settlement acknowledgements, and final packet signatures with signer evidence.

10Document storageDiligence vault and final packet

Once connected, HELM stores title copies, IDs, registration files, surveys, statements, signed packets, and release evidence in the deal vault.

11Payments and escrowFunds, settlement, and commission

Once connected, HELM tracks deposits, balances, escrow status, settlement statements, commission release, and final disbursement.

12Survey, service, and yard partnersDiligence and service routing

Once connected, HELM coordinates survey, haul-out, sea trial findings, service estimates, repair status, and completion evidence.

13Transport and UPS deliveryFinal handoff and packet delivery

Once connected, HELM routes transport status, UPS label, tracking number, delivery proof, and final packet handoff back to the broker.

Activation talk track ready for reviewbrokerage_os.activation_talk_track_review_staged

Email, messaging, marketplace, finance, insurance, title, signatures, storage, escrow, service, transport, and UPS activation points are visible without calling them missing.