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    Aircraft Brokers & Dealers

    Keep Every Aircraft Opportunity and Client Relationship Connected

    Bring prospects, buyers, sellers, aircraft opportunities, documents, communication, financial workflows, and follow-up into one connected Workspace built around the way your aircraft sales business operates.

    A Connected Business Layer

    From First Conversation to Closed Deal and the Relationship After

    Aircraft transactions involve much more than a single buyer and seller. Brokers and dealers manage aircraft owners, prospective buyers, sellers, aircraft opportunities, documents, agreements, communication, follow-up, financial activity, team members, and future relationships, often all at the same time.

    JV Workspace creates a central business environment around those activities so information remains connected to the appropriate people, companies, aircraft opportunities, and transactions rather than scattered across inboxes, spreadsheets, and individual files.

    The Business Workflow

    From New Lead to Ongoing Relationship

    Connect the business journey from a new lead through buyer and seller relationships, aircraft opportunities, documents, transaction activity, and the follow-up that keeps the relationship alive.

    New Lead

    Capture inquiries and prospects

    Buyer or Seller

    Build the relationship

    Aircraft Opportunity

    Track the deal and aircraft

    Documents & Agreements

    Organize contracts and files

    Transaction Activity

    Invoices, payments, and financial activity

    Follow-Up & Future

    Maintain the ongoing relationship

    Buyers, Sellers & Important Relationships

    Organize Every Important Relationship

    Maintain centralized records for prospective buyers, aircraft owners, sellers, clients, companies, referral partners, vendors, and industry contacts. Keep communication history, notes, opportunities, tasks, documents, appointments, and related financial activity organized in one connected system.

    Buyers & Sellers

    Centralized records for prospects, buyers, and sellers

    Companies & Partners

    Track referral partners, vendors, and industry contacts

    Aircraft Information

    Associate aircraft-related business information where configured

    Notes & History

    Keep communication history on each record

    Business jet parked on an airport ramp at dusk in a professional aviation sales environment
    Aircraft Opportunities & Deal Pipelines

    Track Aircraft Opportunities and Deals

    Use configurable pipelines and opportunity tracking to organize active business. Track new inquiries, buyer opportunities, seller opportunities, aircraft acquisition and sales opportunities, follow-up stages, deal status, assigned team members, tasks, reminders, and internal notes from one Workspace.

    Buyer Opportunities

    Track buyers looking for the right aircraft

    Seller Opportunities

    Manage aircraft sales and listing relationships

    Configurable Pipelines

    Organize deals through custom pipeline stages

    Assigned Team Members

    Assign brokers and track responsibility

    Two aviation professionals reviewing aircraft information on a tablet near a private jet in a modern hangar
    Aircraft Information Connected to the Opportunity

    Keep Aircraft Information Connected to the Deal

    Configure records and custom data around the information your team needs to manage. Aircraft-related business information can be associated with the appropriate client, opportunity, company, or transaction where configured, keeping relevant details connected to the business relationship instead of scattered across spreadsheets, inboxes, and individual files.

    Aircraft Records

    Keep relevant aircraft details connected to the opportunity

    Custom Fields

    Configure data around the information your team needs

    Client Associations

    Link aircraft to the right buyers, sellers, and companies

    Opportunity Context

    Keep aircraft info alongside the deal, not in separate files

    Aircraft information in JV Workspace is for business purposes and does not constitute an official aircraft registry, logbook, maintenance record, valuation database, or regulatory aircraft records platform.

    Aircraft broker shaking hands with a client in front of a business jet in a modern aviation facility
    Documents, Agreements & E-Signatures

    Keep Documents Connected to the Relationship

    Organize documents around the appropriate relationship or transaction. Manage agreements, e-signatures, forms, client-provided files, transaction-related business documents, shared resources, and internal files from one Workspace.

    Documents & Files

    Organize transaction-related business documents

    Agreements & E-Signatures

    Send agreements and collect signatures

    Forms & Intake

    Capture client information through structured forms

    Shared Resources

    Share appropriate files with clients and team members

    JetVanguard does not perform legal closing, title, escrow, regulatory, or aircraft-record verification services.

    Business aviation office team collaborating around a table with laptops and documents in an aircraft sales office
    Client Portal

    Give Clients a More Organized Experience

    Provide appropriate clients with a professional digital experience for relevant information. Depending on your configuration, the portal can include documents, agreements, forms, invoices, payments, communications, shared resources, and booking or appointment access, giving clients one organized place to access what they need.

    Documents & Agreements

    Clients can review and sign documents

    Invoices & Payments

    Clients can view and pay invoices online

    Communication

    Keep messages connected to the relationship

    Appointments & Booking

    Clients can schedule meetings or aircraft viewings

    Portal capabilities depend on your Workspace configuration.

    Aviation finance professional reviewing invoices and financial documents on a laptop in a modern aircraft sales office
    Conversations & Follow-Up

    Keep Conversations and Follow-Up Connected

    Relationships are especially important in aircraft sales. Use conversations, notes, tasks, reminders, appointments, pipelines, and automated follow-up to prevent opportunities from disappearing after the first conversation. Maintain long-term relationship history because today's seller may become tomorrow's buyer, and today's prospect may become a future client.

    Connected Conversations

    Keep messages tied to the right contact or opportunity

    Email & Calendar Sync

    Connect Google or Microsoft email and calendars

    Business Communications

    Optional phone and messaging capabilities where configured

    Automated Follow-Up

    Reduce manual reminders for leads and opportunities

    Aviation professional on a phone call in a modern office with a business jet visible through a large window
    Teams, Coordination & Visibility

    Bring Your Team Together and Keep Business Activity Visible

    Add your full team without per-seat restrictions, coordinate everyday business activity, and give each role the visibility that matters to them.

    Unlimited Team Members

    Add your full team without per-seat restrictions

    Role-Based Permissions

    Control access by role and responsibility

    Role-Specific Dashboards

    Give each team member the right visibility

    Pipeline Access

    Control who sees which opportunities and deals

    Tasks & Assignments

    Assign follow-up calls, meetings, and responsibilities

    Calendars & Appointments

    Schedule client meetings and aircraft viewings

    Mobile Access

    Stay connected to business activity while away

    Automation

    Automate routine follow-up and internal notifications

    Active Opportunities

    See pipeline activity at a glance

    Lead Activity

    Track new inquiries and prospect engagement

    Financial Activity

    Monitor invoices, payments, and deal value

    Communications

    Stay on top of conversations and follow-up

    Dashboards reflect configured Workspace information and do not represent aircraft scheduling or flight operations systems.

    Financial Activity Connected to the Relationship

    Keep Financial Activity Connected to the Deal

    Where appropriate for your business model, create estimates, send invoices, accept online payments, manage agreements and e-signatures, and track payment status, all connected to the right client and opportunity. Businesses using QuickBooks may connect accounting workflows where supported and configured.

    Estimates & Invoices

    Create and manage client-facing financial documents

    Payments & Links

    Accept online payments and send payment links

    Agreements & E-Signatures

    Manage contracts and electronic signatures

    Payment Tracking

    See outstanding balances and payment status

    JV Workspace is not a replacement for a full accounting system and does not provide escrow, trust accounting, aircraft financing, tax services, or transaction settlement. QuickBooks connectivity depends on configuration and may not be available in every plan.

    Modern business jet inside a pristine corporate hangar with warm professional lighting
    Internal Knowledge & Resources

    Keep Institutional Knowledge Accessible

    Help important company knowledge remain accessible rather than living with individual employees. Organize sales processes, SOPs, onboarding, training materials, and internal resources in one connected Workspace.

    Sales Processes

    Keep sales processes and SOPs accessible

    Training Materials

    Organize onboarding and training content

    Team Resources

    Centralize knowledge that brokers need regularly

    Internal Communities

    Create collaboration areas for the team

    Work Alongside the Specialized Tools You Already Use

    Specialized Tools Handle Their Work. Workspace Connects the Business Around It.

    JetVanguard works alongside the specialized aviation, aircraft sales, accounting, listing, valuation, and other business systems your operation already uses. Those systems continue performing the functions they were designed for, while JV Workspace helps connect the broader business, relationships, communication, documents, tasks, teams, and workflows around them.

    Integrations & APIs

    Connect compatible systems through available APIs

    Embedded Experiences

    Access external tools within your Workspace where appropriate

    Custom Menu Links

    Add frequently used systems to your Workspace navigation

    Automation & Workflows

    Move information between connected processes

    Not every third-party platform has a native integration. Connection options depend on the external system, technical access, and business requirements.

    Aviation professionals reviewing aircraft information near a private jet in a modern hangar
    Enhance Your Workspace for Sales & Growth

    Add More as Your Business Grows

    Aircraft brokers and dealers can extend their Workspace with optional enhancements that make sense for their sales and growth strategy. These are distinct from the core Workspace and can be added when the business is ready.

    Marketing & Social

    Campaigns, lead nurturing, social publishing, and ongoing client engagement

    Websites & Landing Pages

    Aircraft-focused landing pages, forms, and lead-generation capabilities

    AI & Automation

    Reduce repetitive administrative work and automate follow-up

    Business Communications

    Additional phone, messaging, and connected communication options

    Reputation Management

    Monitor and manage reviews, client feedback, and online reputation

    Custom Solutions

    Configured integrations, custom workflows, and tailored tools

    These are optional enhancements, not features automatically included in every Workspace configuration. Websites and landing pages do not automatically syndicate aircraft listings to external listing networks.

    Configured Around Your Business

    Your Workspace, Built Around Your Aircraft Sales Business

    Every brokerage and dealership operates differently. JV Workspace can be configured around the way your team works, with unlimited team members, configurable pipelines, custom fields, and connected capabilities that fit your relationships, aircraft opportunities, documents, financial workflows, and follow-up.

    Unlimited Team MembersCustom WorkflowsCustom FieldsConfigurable PipelinesDashboards & ReportingMobile AppAI & AutomationBusiness CommunicationsCustom Workspace Tools

    JetVanguard works alongside the specialized aviation and business systems your operation already uses. JV Workspace can become the connected business layer around your aircraft sales business.

    Talk to Us About Your Business

    Build a Workspace Around Your Aircraft Sales Business

    Keep your relationships, aircraft opportunities, documents, communication, team activity, and follow-up connected in one Workspace built around the way your business operates.