Role workspace
Brokerage OS walkthrough
Start with the unified broker-led path from listing agreement through buyer room, seller room, closing coordination, and final packet.
Role entry ready for review
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Sign in
Welcome back to HELM.
Sign in to message brokers, save the boats you love, and pick up your sale right where you left off.
Recommended first path
Walk the broker workflow before opening role-specific rooms.
This is the path to show first: create listing, sign listing agreement, add vessel details and documents, market the boat, qualify buyer, run offer/survey/sea trial, coordinate finance/insurance/title/compliance, build closing packet, track funds and commission, then release final packet and delivery evidence.
01
Listing and agreement
02
Vessel, media, title docs
03
Marketing and buyer demand
04
Offer to closing release
Supporting access rooms
Use these after the broker path establishes the sale context.
Buyer and seller are invited client rooms. Brokerage Team groups broker queue, closing coordination, and operating controls under one lane.
Secure entry
Role workspace
Buyer Room
Continue into saved yachts, broker messages, buyer profile, documents, and the Sunreef transaction path.
Role entry ready for review
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Role workspace
Seller Room
Continue into listing performance, broker updates, approvals, media, reports, and seller closing steps.
Role entry ready for review
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Role workspace
Brokerage Team
Continue into broker queue, closing coordination, document release, integration controls, and team operating controls.
Role entry ready for review
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Access command center
One broker-first review path, with client rooms and team controls underneath.
Login should route directly into the next working surface. Start with the Brokerage OS walkthrough, Buyer Room, Seller Room, or Brokerage Team path; broker, closing coordinator, and operations work sit inside the team lane.
Brokerage OS
Full walkthroughUnified view of listing agreement, buyer room, seller room, broker work, closing coordination, integrations, and final packet.
Walk Brokerage OSBuyer Room
Search, messages, documentsSaved yachts, buyer profile, proof-of-funds, broker replies, and accepted-offer visibility.
Open buyer routeSeller Room
Listing, approvals, reportsSeller packet, listing approvals, broker updates, performance reporting, and closing readiness.
Open seller routeBrokerage Team
Broker / closing coordinator / team operationsBroker workspace, closing coordination, documents, funds, integrations, release gates, audit, and team controls.
Open team routeBrokerage OS, buyer room, seller room, and brokerage team entry paths are staged from one access plan before sign-in.
Brokerage Team subroutes
Broker, closing coordinator, and team operations are one lane, not separate access paths.
Broker queueBuyer qualification, seller packet, offer routing, marketing context, and deal control board.Closing coordinationDocuments, signatures, compliance, escrow, settlement, services, UPS tracking, and final packet release.Team controlsRole access, release readiness, integration activation, audit records, and operator controls.
Start with broker walkthroughUse the Brokerage OS click-through first, then branch into buyer, seller, closing, or team operations only when that role owns the next action.Open recommended path
Verify secure entryUse invited credentials to move into the Brokerage OS, buyer room, seller room, or brokerage team work without leaving the same transaction spine.Open sign-in form
Escalate access issuesIf role access or credentials are wrong, open the correct support route instead of losing workflow ownership.Open access support
Access-to-deal workflow
Secure entry now continues directly into the live buyer, seller, broker, team, and closing record.
Sign-in choice, role access, support help, and downstream workspaces now lead into the same transaction used by the rest of the platform.
Deal file
Login entry connected to the active transaction
Choose the role here, then continue into buyer, seller, broker, team operations, or closing connection from the same deal spine.
Login transaction ready for review
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