Brokerage: Listings & Reports
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Organizations with the Brokerage type see 🏷️ Listings and 📄 Reports. A brokerage that also does other work switches between them with Service / Brokerage in the sidebar.
Listings
🏷️ Listings shows each listed boat: HIN, platform, asking price, listed date, showings, offers, broker, health score, whether its history report is ready, and status. Click a row to open the boat. Its Listing tab shows the same details.
ReadyHelm doesn't host listings. A listing records where a boat is listed (YachtWorld, Boat Trader, Boats.com or another site), its asking price and how it's going.
- + New listing (on Listings) or Create listing (on a boat's Listing tab) takes the boat, where it's listed, the asking price, the date it was listed, and an optional link to the listing. A boat that isn't in the list can be added by its HIN.
- Edit listing on the boat's Listing tab changes those, plus its status (active, pending, sold or withdrawn), showings and offers.
You can list a boat whose owner has given your organization access, or that's shared with you. Brokers can then open the boats they've listed, along with those boats' documents, work orders and tech specs.
History reports
📄 Reports shows a card per listing with the boat's health score and whether its ReadyHelm Verified History is ready to share:
- ✓ Report ready to share with buyers when nothing is overdue.
- ✕ Cannot generate — maintenance gaps lists what's overdue. Fix gaps first opens the boat's overview.
A boat's Sale Report tab shows the verified history in full: the health score, verified entries separated from owner-reported ones, and any maintenance gaps worth resolving before buyers see it, or worth reflecting in the asking price.
The report is built by ReadyHelm from the boat's records, so it always matches them:
- Export PDF opens it as a PDF. It works while there are maintenance gaps, and lists them in the report.
- Share with buyer emails a buyer a link to the PDF, with an optional message. It goes in your organization's name, and replies come to you. It's available once the maintenance gaps are resolved.