BOAT SALES - Detailed Boat Sales Process
Boat Name:
Boatshed Ref:
| Contact the seller about selling their boat |
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| Send the listing agreement (the terms and conditions can be sent via legalesign) |
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| Has the listing agreement been signed - do not continue until signed |
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| Has the inventory been completed in full |
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| Take copies of the boat documents; previous bill of sale, VAT, registration. Contact Support if unsure |
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| Seller confirmed ok to share docs? |
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| Check for and note any boat name changes in the documents? |
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| Check and note any owner address changes in the documents? |
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| Any of the following involved in this sale; Divorce, bereavement, probate, VAT issues, RCD/CE issues, syndicate, import - contact support for advice |
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| Seller/joint seller/s registered, add full names/addresses to dashboard |
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| Berthing costs obtained and date of expiry of paid berthing noted |
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| Add boat to the dashboard - if there is a listing enquiry on the system, click on the ‘list boat’ button (this will automatically close the listing enquiry) |
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| Boatshed authorised to withdraw keys/key. Whereabouts of key noted on dashboard under Legal and Viewing section |
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| Find out when last lifted/anti fouled, add to Details, Construction and Accommodation Comments |
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| Find out when engines last serviced, add to Mechanical and Electrical, Mechanical Comments |
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| Pictures uploaded and labelled to Media tab (if you want specific photos to appear on a data feed website tick the ‘send to feed site’ box) |
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| Videos uploaded to Media tab remember to sort order and label |
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| Virtual reality uploaded to Media tab |
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| Categories, Notifications, Feeds tabs completed |
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| Make notes on dashboard Overview, QC tab for any pictures, videos, documents missing and why |
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| Upload all boat documents to the Media tab (ensure all are labelled as the owner will be able to view them via the owners portal) |
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| Preview ad, rectify any errors/omissions |
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| Activate the boat |
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| Listing Live email sent to all sellers, Listing Agreement attached |
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| Has the seller confirmed the listing correct? |
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| Has the boat passed QC? |
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| Once the boat has passed QC and the seller has confirmed the details are correct, send a New to the Market marketing campaign |
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| Diarise price reduction in 2 months |
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| Offer received |
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| Offer placed on dashboard |
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| Offer accepted |
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| Check whether sole or joint buyers |
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| Add joint buyer to system, if joint buyers |
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| Ensure all buyer/seller addresses are on system |
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| Request deposit (10% of offer price) |
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| Send Sale and Purchase Agreement to all buyers and sellers. |
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| Relevant anonymised docs sent to buyer to check, or buyer already checked at viewing. Resolve any questions from buyer |
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| Buyer happy with Ownership/VAT/RCD/CE/Import status |
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| SPA signed by all |
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| Diarise when 21 days are up when deposit cleared and SPA signed |
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| Deposit received and ticked on the dashboard |
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| List of surveyors sent to buyer, ask buyer to select |
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| You've liaised with surveyor - times, keys, location. Ensure surveyor has access |
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| Lift organised and confirmed |
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| Lift paid for by buyer |
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| Survey/sea trial fully booked |
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| Survey/sea trial completed |
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| 7 day serving notice post survey/sea trial diarised, once survey report received |
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| 21 day period post notice-serving after 7 day period completed or notice served by buyer, diarised |
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| Any renegotiations after survey/sea trial? |
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| Vessel accepted by buyer? If not accepted, arrange return of deposit |
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| Buyer prompted to insure. Send Friends of Boatshed link |
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| Seller prompted to consider submitting notice to marina |
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| Agree completion date with buyer |
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| Agree completion date with seller |
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| Enter final price and completion date into dashboard and request balance |
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| Complete Bill of Sale |
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| Bill of Sale signed/witnessed by all sellers remember witness must be non family |
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| Ask marina for permission to complete sale and to stay at berth until it expires |
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| Marina given permission for boat to stay at berth until it expires and permission to sell |
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| Ask marina for yardage invoice or referrer's invoice, if appropriate, add to dashboard. Ensure any other invoices to be paid from proceeds of the sale are added to dashboard |
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| Balance cleared and box ticked on the dashboard |
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| Seller bank details received |
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| MUST Verbally check seller bank details correct |
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| Completion pack put together |
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| Relevant boat documents extracted to completion pack |
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| Confirmed all documents/keys/inventory on board |
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| Commission share entered and correct (if Modular or Shared Revenue Brand) |
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| All documents uploaded to dashboard |
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| Finalise on the dashboard |
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| Create Buyer Closing Statement |
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| Create Seller Closing Statement |
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| Email marina to confirm completion, ask for invoice if appropriate |
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| Email seller completion, add Closing Statement |
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| Email buyer completion, add Seastart if appropriate, add Closing Statement and copy of BOS |
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| Clear all outstanding notifications |
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| Diarise 1w feedback request |
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| Diarise 6 monthly catch up |
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| Diarise annual catch up |
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| Confirm with buyer and seller the sale is being cancelled |
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| Remove offer from the dashboard (click request details) |
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| Email received to say bank details have been entered |
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| MUST Verbally check buyer’s bank details are correct |
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| Complete withdraw offer section on the dashboard |
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