Every section, organized.
The full HSY broker reference. Built from weekly sales training, continuously updated. New topics get added as we cover them in the Monday meetings.
Core
4 sectionsListing a Boat
Everything required to take a new listing from handshake to live on the market — documentation, exclusions, photos, and the language to use with sellers.
Writing an Offer
The Purchase & Sale Agreement, key dates, deposit timing, and the negotiation tactics that keep deals alive from offer to acceptance.
Purchase & Sale Agreement
The IYBA Purchase & Sale Agreement — what each section does, where the traps are, and how to fill it out cleanly in YachtCloser.
Listing Agreement
The IYBA Central Listing Agreement — commission, exclusions, term, and the language sellers push back on most.
Process
7 sectionsMarket Analysis & Pricing
How to build a defensible market analysis, the four reasons a boat doesn't sell, and the 30–45 day price-improvement playbook.
Deal Flow & Closing
From accepted offer through closing day — the full pipeline, the documents you'll need, and the moments where deals usually break.
Client Management
Speed to lead, managing expectations, holding the relationship, and what to do when a client tries to go around you.
IYBA, Co-Brokerage & Industry Standards
What IYBA membership means in practice, how co-brokerage splits work across the industry, and the standards every HSY broker is expected to uphold on shared deals.
Charter Season & Owner Management
How charter season interacts with brokerage — managing owner expectations, protecting our reputation when an owner over-prices a charter, and when to walk away from a relationship.
Surveys
Who picks the surveyor, who pays for what, where to find qualified surveyors, and how to protect the deal through survey day.
Financing
How marine loans differ from a mortgage, who to refer buyers to, timelines, and where financing kills deals.
Growth
4 sectionsBoat Shows
How we approach Palm Beach, FLIBS, and Miami — the prep, the activations, the appointment strategy, and what's expected of every broker on the dock.
Sourcing New Listings
The brokerage needs listings to grow. Here's the playbook for dock walking, neighbor outreach, cross-industry referrals, and the pocket-listing ecosystem.
Palm Beach International Boat Show
The PIBS-specific playbook — move-in schedule, display etiquette, co-brokerage rules at the show, and the offer-strategy buyers expect during boat-show week.
Photography & Videography
How to prep a boat for a shoot, work with the photographer/videographer, and use media to build an authentic broker brand that actually sells.
Tools
2 sectionsRunnerr Workflow
How we use Runnerr — our CRM, DMS, and marketing platform — to log every lead, run saved searches, and keep deals on rails. Full feature walkthroughs and screen recordings coming soon.
Yacht Closer Platform
Step-by-step workflow for listing a boat, opening a deal, and executing the PSA in Yacht Closer — plus the pocket-listing rule and the new Buck valuation resource.