Closing coordination

Advance the closing file without leaving the broker-led sale.

Review accepted offers, document packets, title and registration requirements, escrow progress, diligence files, signatures, compliance checks, settlement, and final release for the deals assigned to your team.

Closing control spine

Documents, signatures, compliance, funds, partners, and final release stay attached to the same file.

Return to broker

Document packet, title, and registration

6 document records

Bill of sale, listing authority, buyer and seller IDs, title or lien items, registration requirements, service records, and state-specific release files stay in one packet.

Review document packet

Signature envelope and signer evidence

3/5 signed

Buyer, seller, broker, closing coordinator, and partner signatures can be followed from envelope status through evidence capture and exception handling.

Open signer evidence

Funds, escrow, and settlement math

$6,972,000

Proof of funds, deposit receipt, wire instructions, balance due, payoff awareness, settlement statement, taxes, fees, and commission release stay grouped for review.

Review funds path

Compliance and release blockers

introduced

State rules, title posture, signer completion, funds status, broker exceptions, required acknowledgements, and release readiness are visible before final close.

Review compliance

Finance, insurance, title, and services

partner activation

Finance, insurance, title/documentation, survey, service, transport, delivery, and affiliate partner requests can be attached to the active closing file.

Open partner services

Final packet and delivery handoff

deal-sunreef-74-closing

Completed documents, signature evidence, settlement proof, delivery notes, broker closeout, and buyer or seller final packet release stay tied to the transaction.

Return to broker

Closing file control board

Packet, signer, compliance, funds, partner, and final delivery evidence in one closing-coordination view.

The closing coordinator does not need a separate route to understand the file. The active transaction shows the sale packet, signature evidence, release gate, settlement math, service partners, UPS label/tracking, and final packet status together.

Open file context

Document packet

Bill of sale, title, registration, and lien release

4/6 packet records ready

The closing coordinator can see core sale documents, ownership authority, title or lien posture, registration path, and packet readiness before release.

Evidence

Bill of sale draft, PSA, title or lien release, registration checklist, seller authority, buyer and seller IDs, and locked-field proof.

Review packet

Diligence

Survey, service records, disclosure, and equipment manifest

introduced

Survey and sea-trial results, service records, disclosures, equipment confirmations, and buyer acceptance stay visible with the same closing file.

Evidence

Survey contingency, service records, disclosure notes, equipment list, buyer acceptance draft, and document owner assignment.

Review diligence

Signatures

Buyer, seller, broker, and closing coordinator signer envelope

1/2 envelopes complete

HELM Sign or external signature-provider status can be tracked by signer, role, timestamp, IP evidence, and exception before the final packet is released.

Evidence

3/5 signer records complete with audit log references and pending signer visibility.

Open signer evidence

Compliance

State-specific release checklist and exception review

Escrow receipt and deposit confirmation still block release.

State rules, title posture, documentation partner requirements, acknowledgement gates, signer completion, and funds status remain visible before closeout.

Evidence

Compliance checklist, required acknowledgements, release blockers, documentation partner status, audit trail, and closing-coordinator exception notes.

Review release gate

Financials

Escrow receipt, balance due, payoff, taxes, and commission

$6,972,000 buyer balance due

Deposit receipt, escrow status, expected wire, taxes and fees, payoff, seller proceeds, referral fees, service add-ons, and brokerage commission are grouped for settlement review.

Evidence

$5,671,160 expected seller proceeds; $770,000 gross commission; 7 ledger entries.

Review funds path

Final delivery

Finance, insurance, title, service, UPS label/tracking, and final packet

4 partners / 2 packet artifacts

Finance, insurance, documentation, service, transport, delivery, and UPS label handling remain attached to the closing file through final packet release.

Evidence

Finance and insurance referrals, title/documentation provider, service order, transport plan, UPS label/tracking, final packet artifacts, and release timestamp.

Open partner route

Closing file controls ready for reviewclosing.file_control_board_review_staged

Bill of sale, title, registration, signatures, state compliance, escrow, settlement, payoff, commission, partner services, UPS label/tracking, and final packet release are visible from the active closing file.

Closing operations ledger

Every document, signer, ledger entry, partner handoff, and packet release item in the active file.

This is the concrete closeout worklist: document ownership, due dates, signature evidence, escrow math, payoff and commission records, partner service state, and final packet readiness in one operational table.

Open active file

Lane	Item	Owner	Status	Evidence / blocker	Next action
Document	Exclusive Central Listing Authority	Seller	Locked	Listing Agreement / Due 2026-05-10 / Locks seller.name, vessel.hin, listing.expirationDate / Artifact artifact-sr74-listing	Hold for release review
Document	Purchase & Sale Agreement	Sales Broker	Signed	Purchase Agreement / Due 2026-05-13 / Locks buyer.name, seller.name, offer.price, escrow.deposit / Artifact artifact-sr74-psa	Hold for release review
Document	Buyer Settlement Statement	Closer	Prepared	Closing Statement / Due 2026-05-27 / Locks salePrice, deposit, taxesAndFees / Artifact pending	Route for acknowledgement or signature
Document	Seller Settlement Statement	Closer	Prepared	Closing Statement / Due 2026-05-27 / Locks salePrice, commission, payoff, sellerProceeds / Artifact pending	Route for acknowledgement or signature
Document	USCG Documentation Packet	Documentation Partner	Requested	Uscg / Due 2026-05-28 / Locks vessel.hin, seller.authority / Artifact pending	Assign owner and collect evidence
Document	Acceptance of Vessel	Buyer	Draft	Acceptance / Due 2026-05-29 / No locked fields yet / Artifact pending	Assign owner and collect evidence
Signature	HELM Sign envelope for doc-sr74-psa	Closer	Completed	3/3 signers complete / Audit audit-sig-sr74-psa / Buyer Signed, Seller Signed, Listing Broker Signed	Attach to final packet
Signature	HELM Sign envelope for doc-sr74-buyer-statement	Closer	Draft	0/2 signers complete / Audit audit-sig-sr74-settlement / Buyer Pending, Closer Pending	Follow signer exceptions
Funds	Deposit ESC-SR74-DEP	Buyer-Helena	Cleared	Incoming $770,000 / Occurred 2026-05-14T15:20:00.000Z / Reconciled 2026-05-14T16:00:00.000Z	Ready for settlement review
Funds	Wire BALANCE-DUE-SR74	Buyer-Helena	Expected	Incoming $6,930,000 / Occurred pending / Reconciled pending	Reconcile before settlement release
Funds	Loan Payoff MCC-492049	Seller-Atlas	Approved	Outgoing $1,200,340 / Occurred pending / Reconciled pending	Ready for settlement review
Funds	Commission COMM-SR74	Broker-Ava	Approved	Outgoing $770,000 / Occurred pending / Reconciled pending	Ready for settlement review
Funds	Referral Fee REF-SR74	Affiliate-Sr74	Approved	Outgoing $38,500 / Occurred pending / Reconciled pending	Ready for settlement review
Funds	Service Add On DOCS-SR74	Partner-Docs	Pending	Outgoing $18,500 / Occurred pending / Reconciled pending	Reconcile before settlement release
Funds	Seller Proceeds SELLER-NET-SR74	Seller-Atlas	Expected	Outgoing $5,671,160 / Occurred pending / Reconciled pending	Reconcile before settlement release
Partner	Beacon Marine Finance	Finance Partner	Introduced	$42,000 partner revenue / Confirm no financing contingency; keep payoff evidence available for settlement.	Track partner response
Partner	Harbor Risk Advisors	Insurance Partner	Working	$36,000 partner revenue / Bind Bahamas navigation limits before final packet release.	Track partner response
Partner	Flag & Title Marine	Documentation Partner	Working	$18,500 partner revenue / Collect seller authority and USCG abstract for the documentation packet.	Track partner response
Partner	Pier 66 Shipyard	Service Partner	Approved	$24,000 partner revenue / Hold post-survey detailing slot pending acceptance.	Carry into final packet
Final packet	packet-sr74-final	Closing Coordinator	Assembling	2 artifacts / Released pending	Assemble release packet

Closing operations ledger ready for reviewclosing.operations_ledger_review_staged

Active file rows include document packet ownership, signer evidence, funds ledger reconciliation, partner service handoffs, and final packet release status from the persisted transaction.

Closing file queue

Accepted offer, documents, compliance, funds, signatures, and broker return path.

Closing access starts from the accepted offer and keeps document requests, title work, compliance review, signature packets, deposit tracking, service referrals, and broker updates connected to the same transaction.

Closing launch point

Open the active file, review signer and escrow status, and return to the broker when the deal needs a decision.

Open closing file

Open closing access Open broker workspace Ask closing support Return to inventory

Sales-to-closing command path

Move from listing and accepted offer into documents, signatures, funds, and release without losing context.

Accepted offer enters closing

Sunreef 74 carries $6,972,000 balance context into deal-sunreef-74-closing.

complete

Open closing file

Document packet and diligence scope

6 document records are attached to the same transaction before release review.

in progress

Review documents

Signatures and signer evidence

3/5 signers complete; status is sent.

in progress

Open signer status

Funds, escrow, and settlement release

deposit requested escrow state with Escrow receipt and deposit confirmation still block release.

in progress

Review funds path

Broker, buyer, and seller return path

The closing coordinator can return to broker coordination, message the buyer, open seller context, or inspect the public listing from the same handoff.

complete

Open broker workspace

Focused closing file

Sunreef 74

Closing, broker, buyer, and seller routes now stay centered on the selected deal file instead of dropping into a generic queue.

Transaction

txn-sunreef-74-helena

Closing deal

deal-sunreef-74-closing

Projection

sync pending

Release note

Escrow receipt and deposit confirmation still block release.

Closing-to-deal connection

Closing coordination now continues directly into the live buyer, seller, and broker record.

Document scope, signatures, funds, services, and settlement release all stay attached to the same transaction used across the rest of the workflow.

Closing connection

Release readiness, record sync, and broker return path

Projection sync

0/2

Closing files with canonical transaction connection and saved-record visibility.

Open closing access

Release-ready

0 files

Deals with buyer funds, escrow, signatures, and packet scope aligned for settlement review.

Review release queue

Escrow pressure

1 follow-ups

Files still waiting on deposit confirmation or escrow receipt visibility.

Open escrow support

Signer motion

2 active

Deals where buyer, seller, or broker signature completion is still in motion.

Return to broker coordination

Closing access

Active closing files

Sunreef 74

txn-sunreef-74-helena / deal-sunreef-74-closing

funds

Balance due: $6,972,000Documents: 6Signatures: 3/5Escrow: deposit requested

Canonical stage: sync pendingSaved updates: 0Projection state: sync pendingClosing deal: deal-sunreef-74-closing

Escrow receipt and deposit confirmation still block release.

Confirm deposit and escrow receipt

Suggested next move

Open the closing file, return to the broker, or contact the buyer or seller without leaving the deal context.

Open file context View release context

Open closing file Open broker workspace Message buyer Open seller file Open public listing

Azimut 78

txn-handoff-azimut-78 / deal-azimut-78-closing

closing deal

Balance due: $5,985,000Documents: 4Signatures: 1/3Escrow: funded

Canonical stage: sync pendingSaved updates: 0Projection state: sync pendingClosing deal: deal-azimut-78-closing

Buyer funds still need verification before release review.

Follow up on signature packet

Suggested next move

Open the closing file, return to the broker, or contact the buyer or seller without leaving the deal context.

Open file context View release context

Open closing file Open broker workspace Message buyer Open seller file Open public listing

Role-based access

Closing details stay limited to invited parties.

Deal rooms are limited to invited buyers, sellers, brokers, and closing coordinators.

Open closing access Back to Sales