Tools15 min read

Listing a Boat in YachtCloser — Step by Step

Every screen from Add Inventory to a fully executed listing agreement, with the traps called out — co-sellers, LLCs, selling broker access, Boatwizard, and the e-sign loop.

This is the full click path for putting a central listing into YachtCloser and getting it signed by both the seller and the brokerage. Follow it in order — the platform lets you save partial work, but skipping a field early is what causes a listing to stall at the publishing checklist.

Step 1 — Open Inventory

From the Helm dashboard, click the Inventory tab in the top navigation.

YachtCloser Helm dashboard with the Inventory tab highlighted — Helm → Inventory

Step 2 — Add Inventory

On Inventory – Active you'll see your current listings. Click the green Add Inventory button in the top right.

Inventory Active list with the Add Inventory button highlighted — Inventory – Active → Add Inventory

Step 3 — Create Inventory

Choose Create Inventory (not Import Inventory) and click OK.

Add Inventory dialog with Create Inventory selected — Create Inventory → OK

Step 4 — Select Brokerage

Inventory type is Brokerage. Dealer New and Dealer Used do not apply to our central listings.

Select Inventory Type dialog with Brokerage selected — Inventory type → Brokerage

Step 5 — Seller: owner or authorized agent

Under Display Options, the Owner or Agent dropdown defaults to Owner. If you are working under a power of attorney, switch it to Authorized Agent.

New Brokerage Listing Seller tab with the Owner or Agent dropdown open — Owner vs Authorized Agent (POA = Authorized Agent)

Step 6 — Primary seller, co-seller, and the one box you never check

Fill the primary seller's first name, last name, and email — all three are required.
If the Certificate of Documentation or registration shows two names (a husband and wife, for example), the boat is owned by both and both must sign. Use the Co-Seller tab and fill it out.
Never check "Allow Selling Broker Access."

Seller tab showing the Co-Seller tab and the Allow Selling Broker Access checkbox marked with an X — Two names on the COD = co-seller. Leave Allow Selling Broker Access unchecked.

Step 7 — Company / Trust and citizenship

Boat held in an LLC or trust: set "Display Company/Trust Name on Contracts?" to Yes, then enter the entity name and the signer's title — "Manager" is the safe default if you don't know it yet.
If you don't know at listing time whether they have an LLC (or they plan to form one), click No. This can be changed during the closing process.
Complete Citizenship of Seller — Citizen Of drives Coast Guard work later.

Seller tab Company/Trust and Citizenship of Seller sections — LLC/trust display, signer's title, and seller citizenship

Step 8 — Vessel identity

Make, Year, and Model are required to create the listing. Everything else is required before the listing can publish to BoatWizard, but it can be filled in later — enter as much as you can now. More info is always better.

New Brokerage Listing Vessel step with Make, Year and Model required — Vessel Identity — Make, Year, Model required; rest before publishing

Step 9 — Listing Overview appears

Once seller info is complete you land on the Listing Overview. Click Vessel in the left rail and finish the rest of the vessel information. You will not need the Showings or Notes tabs. The Publishing tab is essentially the checklist of required fields still outstanding.

Listing Overview screen with the Vessel tab highlighted in the left rail — Listing Overview → Vessel; Publishing tab = required-field checklist

Step 10 — Vessel Information in detail

Fill everything with an asterisk. Where there's no asterisk, fill as much as you can anyway.
Important non-asterisk fields: Boat Name, Official / Doc # (USCG), State Title # (if the boat is paid off and they hold title), and State Reg #.
Complete the Engines and Additional Units tabs — additional units are tenders, jetskis, and trailers.
Specifications, Descriptions, Media, and Payoff are marked with an X — you don't need them.
At the bottom of the page, DO NOT click "Connect to Boatwizard."

Vessel Information screen with tab guidance and required fields annotated — Vessel Information — fill the asterisks, do Engines and Additional Units, never connect to Boatwizard

Step 11 — Terms: listing type, price, commission

Listing Type is almost always Central/Exclusive — that means we directly represent the seller. Open means an outside broker can bring a buyer and, if they know the seller, go to them directly.
Listing Price is required. Enter the Commission %.
Contract Date is the date the agreement is being made; Contract Term defaults to 365 days.
Available for Co-Broker is always Yes.
From this point forward, always click Save before moving to the next tab.

Terms and Conditions screen with Listing Type dropdown open and Co-Broker set to Yes — Terms → Central/Exclusive, price, commission, contract dates, co-broker Yes

Step 12 — Options and additional terms

Scroll down. You will never need to fill in Net to Seller, Min Commission, or Storage Fee. Additional Terms is where a pre-agreed price-reduction schedule goes — for example: "Seller agrees to a $100K price reduction after 45 days and a further $100K reduction after 90 days."

Terms Options section with Net to Seller, Min Commission and Storage Fee circled as unused — Skip Options. Use Additional Terms for price-reduction schedules.

Step 13 — Amendment, exclusions, material damage

The Amendment tab holds any change the seller wants to the standard listing agreement. Call Admin first on what types of changes are allowed.
Exclusions: everything the seller keeps — personal items, silverware, sheets, water toys, art. If it isn't written here, it's included in the sale.
Material Damage is a required disclosure: any serious incident since the owner bought the boat, or damage they know about from before. Boat sank, boat caught fire, etc. If you hit this situation, call Admin.

Amendment tab with Exclusions and Material Damage sections annotated — Amendment tab, exclusions, and the material damage disclosure

Step 14 — Documents

Go to the Documents tab and click Add Documents. Ignore the Uploads and Archives tabs.

Documents Management screen with Add Documents highlighted — Documents → Add Documents

Step 15 — Pick the templates

Check Listing Agreement. If there's an amendment, also check Amendment To Central Listing Agreement. Then click Add Documents.

Add Documents template picker with Listing Agreement and Amendment selected — Listing Agreement (+ Amendment if applicable)

Step 16 — Proof the drafts

Both documents now show as DRAFT. Click each document name and read it — this is the last cheap moment to catch a wrong date, a misspelled owner name, or a missing hull number.

Listing documents in DRAFT status with document name links circled — Click each link and double-check everything

File preview of the Central Listing Agreement on High Seas Yachting letterhead — Listing Agreement preview — owner info, vessel info, listing terms

File preview of the Amendment to Central Listing Agreement — Amendment preview — anything you entered on the Amendment tab appears here

Step 17 — Send for e-signature

Checkmark each document, then click eSign.

Documents list with both documents checked and the eSign button highlighted — Check both documents → eSign

Step 18 — Send the invite to the seller

1In the Subject box, add "Listing Agreement" so the email is obvious in the client's inbox.
2Checkmark the Seller row only — you sign after they do.
3Click Send Invites.

Send E-Sign Invites dialog with the seller checked and Send Invites highlighted — Subject line, seller checked, Send Invites

Step 19 — What the client sees

The invite arrives from "Bobby Giancola via YachtCloser.com" with a link to view and sign. Tell the client it's coming and to check spam just in case — the same email comes to you when you send it to yourself later.

Gmail inbox row showing the listing agreement e-sign email — How it lands in the client's inbox

Opened e-sign email showing the signing link and document list — The email body — signing link plus the documents included

Step 20 — Client authenticates

Clicking the link opens an Authenticate screen. The signer requests a code, it's emailed to them, and they enter it to continue. Same flow for you when you sign.

Authenticate screen with a Request Code button — Request code

Enter Verification Code screen — Enter the emailed verification code

Confirm Identity screen showing document, name, role and email — Confirm identity — document, name, role, email

Step 21 — The four signing steps

1
Preview
The signer scrolls the full agreement, then clicks Next.
2
Equipment Disclosure
Tender included? Trailer included? Answer Yes or No accordingly, then Next.
3
Create Signature
Type the full legal name as it should appear, confirm initials, pick a signature style.
4
Confirm & Sign
Agree to the terms of use and click Confirm & Sign. The screen shows how many signatures and initials were applied.

Signing step 1 Preview of the Central Listing Agreement — 1 — Preview

Signing step 2 Equipment Disclosure with tender and trailer questions — 2 — Equipment Disclosure (tender / trailer)

Signing step 3 Create Your Signature with style options — 3 — Create Signature

Signing step 4 Confirm and Sign screen — 4 — Confirm & Sign

Step 22 — Signed confirmation

The signer sees a Complete screen and can view or email themselves a copy. Tell clients to save it for their records — once all parties sign, everyone receives the fully executed document.

Complete screen confirming the document was eSigned — Complete — view or email a copy

Step 23 — You get notified, then you sign

You receive a "Listing Agreement – Signed" email naming the boat, the party who signed, and the document. Click the link back into YachtCloser, go to Documents, and send it to yourself to sign.

Email notifying that the listing agreement was signed by the seller — Signed notification email

Step 24 — Sign as Listing Broker Authorized Signer

Back in the eSign dialog, the Seller row now reads eSigned. Check the Listing Broker Authorized Signer row, select your name from the dropdown, and Send Invites. Then sign it the same way the client did.

Send E-Sign Invites with the seller eSigned and Listing Broker Authorized Signer checked — Seller eSigned → check Listing Broker Authorized Signer, select your name

Step 25 — Checking status and resending

You can always return to Documents, press eSign, and read the Status column: eSigned with a date means done, "invite sent" means it's still outstanding. Resending pushes the invite back to the top of a client's inbox when they've lost it.

eSign dialog showing both parties eSigned with dates — Status column — eSigned vs invite sent

Step 26 — Fully executed

Documents now show SIGNED with a completion date and the listing status flips from PENDING to LISTING. Boom — fully executed listing agreement. Now sell it.

Documents Management showing both documents SIGNED and the listing status LISTING — SIGNED + status LISTING = fully executed

Save before leaving every tab once you're past the Vessel step.
Use the Co-Seller tab whenever the COD or registration shows two owners.
Read both documents in preview before they leave the platform.
Call the client when you send the e-sign invite and tell them to check spam.
Call Admin on amendments and on any material damage disclosure.

Don't

Don't check Allow Selling Broker Access — ever.
Don't click Connect to Boatwizard at the bottom of the Vessel page.
Don't fill Net to Seller, Min Commission, or Storage Fee.
Don't sign as the brokerage before the seller has signed.
Don't leave exclusions verbal — if it's not typed in, it's included in the sale.

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