# Brokerage: Listings & Reports

_ReadyHelm Pro Portal guide, chapter 07 · Last updated 2026-10-28 · https://app.readyhelm.com/guide/pro/brokerage.html_

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- **Edit listing** on the boat's **Listing** tab changes those, plus its status (active, pending, sold or withdrawn), showings and offers.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.