Yacht brokerage · sales & charter

The operating system for yacht brokerage.

From your first lesson on what an MOA is to running a brokerage floor: AURUM OS trains you, organises your book, runs your deals and shows your progress. One system for every stage of a broker's career.

Sales and charterEnglish · FrançaisYour private book stays privatePhone and desktop
Deal Room · saleScreen preview
Every step of a sale, tracked.
3 of 8 steps done
  1. Offer accepted in principle
  2. MOA signed
  3. Deposit received in escrow
  4. Survey completed
  5. Acceptance notice

Why it exists

Brokerage has always been learned by osmosis. AURUM OS opens it up.

The trade is usually passed on by sitting next to someone who knows, for years. The tools most brokers use are generic CRMs that were never built around an MOA, an APA or a charter option. AURUM OS puts the learning, the daily tools and the career path in one place, built for yachting.

Who it's for

Wherever you are, there's a starting point.

You want to get into yachting

You're changing careers or just starting out. You don't know the vocabulary, the players, or how a sale or a charter actually runs.

Where it takes youUnderstand the trade, talk about it credibly, and walk into a brokerage ready to work.
  • The Academy, from zero
    11 modules on yacht brokerage and 195 quiz questions: terminology, sales, charter, the MOA, MYBA, client psychology.
  • Tutor and role-play
    The Tutor explains any topic step by step; Academy role-plays let you rehearse with a demanding owner before doing it for real.
  • A day-by-day roadmap
    One clear task a day, set for your stage. Stuck? Ask for help on the task itself.
  • Transition planner
    Savings, expenses, income during the move: your numbers stay private.
  • Talent Bridge
    Publish your profile and your Academy work so verified brokerages can find you.

Where it takes you

Five stages. One system that grows with you.

  1. 1ExploringLearn the trade and decide if it's for you.Academy · Tutor · Transition planner
  2. 2New brokerBuild a method, a network and a pipeline.Roadmap · Quick Log · Boat shows
  3. 3Working brokerClose deals and run each one to the end.Deal Room · Preferences · Results
  4. 4Established brokerMake the book work and pass it on.Command Center · Coaching
  5. 5Owner / leaderGrow a team or a brokerage.Company workspace · Training · Hiring

Progress follows real events: joining a brokerage, winning a first deal. AURUM suggests the next stage, and you confirm it.

What AURUM OS does

Everything a broker uses, in one place.

LearnAcademy11 modules, 195 questions, recap cards and exercises. Your manager can assign modules too.
PractiseTutorStep-by-step explanations of any topic in the curriculum, and role-plays to rehearse the hard conversations.
ThinkAI MentorAn adviser that knows your stage. Its replies are checked so it doesn't promise what the app can't do.
ProgressRoadmapA day-by-day plan for your stage, with help on every task.
CaptureQuick LogVoice, text or a pasted email: the interaction and follow-up are drafted, you confirm.
GrowNetwork & pipelineContacts, opportunities, follow-ups, CSV import. Private, team or company: you choose.
CloseDeal RoomSale and charter steps, due dates, documents, and commission splits between brokers.
Keep clientsClient preferencesTastes, dietary needs, habits: remembered from one charter to the next.
Run your dayCommand CenterWhat matters today, what's blocked, and your results over 90 days.
Show upVerified calendarBoat shows with their official source, your deadlines, and sync with your phone's calendar.
Be seenContent StudioIdeas and drafts for LinkedIn, Instagram and TikTok, in the voice of yachting.
LeadCompany workspaceTeams, roles, training, shared-data export, notifications.

Built for yachting

It knows how a yacht deal actually runs.

Open a deal and AURUM creates the usual steps for that type of deal. You set the dates, attach documents and tick each step; the database stamps who did it and when.

  1. 1Offer accepted in principlePrice, conditions and target closing date agreed.
  2. 2MOA signedMemorandum of Agreement signed by buyer and seller.
  3. 3Deposit received in escrowUsually 10% held by the escrow agent or client account.
  4. 4Sea trialBuyer (and surveyor) test the yacht underway.
  5. 5Survey completedCondition survey and any out-of-water inspection.
  6. 6Acceptance noticeBuyer accepts, rejects or negotiates defects within the MOA deadline.
  7. 7ClosingBalance paid, bill of sale and title documents exchanged.
  8. 8Delivery & handoverYacht, papers and inventory handed over; commission invoiced.

Why AURUM OS

The new brokerage OS for anyone entering yachting.

Built for yachtingMOA, deposit in escrow, the MYBA contract, APA, the preference sheet: the trade's vocabulary and steps are in the tool.
From first lesson to closingTraining, daily work and career progress in one system, instead of five separate tools.
Private by defaultEvery record is private, team or company. Private notes are never shared without your say-so, and the database enforces it.
The company keeps its recordsWhen a broker leaves, the brokerage's shared records stay. Their private book stays theirs.
Facts, not inventionsBoat shows appear only with an official source; the AI is built not to invent dates, deals or people.
Everywhere, in two languagesEnglish and French, on phone and desktop. Made for a job that happens on the dock.

For brokerages

Equip your whole brokerage.

Create your company's workspace, invite your brokers by email and organise them into teams. Everyone keeps a private space; what's shared belongs to the brokerage.

Set up my brokerage
  • Roles: owner, admin, manager, broker, assistant
  • Records shared at team or company level, assignment and reassignment
  • Assign Academy modules; progress visible with consent
  • Notifications when a record is assigned, training is set or a deal changes stage
  • Company data kept when a broker leaves
  • CSV export of your shared records

Pricing

Start free.

Early access: every feature is open during launch, no card needed. The packs below are the planned pricing afterwards.

Aurum Starter9,99€80 credits · +20 bonus
Aurum Basic29,99€400 credits · +100 bonus
Aurum Pro49,99€800 credits · +200 bonus
Business99,99€2000 credits · +500 bonus
Brokerage planAccess for your whole company, activated on the company workspace. Let's talk.
Contact us · hello@aurumos.eu

FAQ

Common questions

Do I need experience?

No. The Exploring stage starts from zero: vocabulary, how a sale and a charter work, who the players are.

Can my brokerage see my contacts?

Only what you share. Every record is private by default; you choose to share it with your team or the company.

What if I leave my brokerage?

Your private book stays yours. Records shared with the company stay with the company.

Is it only for yachts?

Yachting first: that's where the Academy and deal steps are complete. Private aviation, prime real estate and collector cars are in development.

Does it work in French?

Yes. The app is available in English and French, and you can switch at any time.

Your place in yachting starts here.

Create your account, choose your stage, and AURUM OS builds your path.

Start free