For brokers
From first enquiry to a recorded ownership interest.
Share sales fail on follow-up and paperwork. YachtX keeps the pipeline, the diligence and the closing in one place — and turns a closed deal into an authoritative record.
Pipeline
Everything a share sale requires
Enquiries arrive qualified
Marketplace enquiries and AI matching sessions create prospect records with the cruising region, season, budget and vessel preferences already captured.
One pipeline view
A stage-based board from new enquiry to closed, with notes, activity history and next actions attached to each lead.
Structured applications
Multi-step ownership applications with saved progress, so prospects can complete them at their own pace and you can review a consistent submission.
Secure data rooms
Share surveys, agreements and financials with granular membership, signed access and a full log of who opened what.
Offers and transactions
Price, units and conditions tracked through a diligence, legal and funds checklist. Oversubscription and double-selling are blocked by the database.
Closing writes the record
Completing a transaction creates the ownership interest, activates the owner and records the history — no re-keying into another system.
Questions
Broker essentials
- Do I need the management company to be on YachtX?
- Brokers work inside a management company's organisation, with a role limited to acquisition. Ownership and financial administration stay with the operator.
- What can a broker see?
- Prospects, applications, listings, data rooms and their own transactions. Owner ledgers, private governance and organisation billing are outside the broker role.
Sell shares without the admin drag.
See the acquisition pipeline, data rooms and transaction workflow end to end.