This article describes deal execution process allowing brokers to perform deals effectively and securely and keeping track of all documents and data.
For practical purposes, that's the broker working solo: the buyer, seller, and escrow agent are real, but their work happens off-platform, and the broker captures the result on Wingform. The companion article on collaborative deal execution covers what changes once other workspaces are participants on the deal.
Who can manage a deal
Access is set at the deal level, granted per workspace, and comes in two flavors:
Full access. The workspace can edit every section of the deal — terms, documents, payments, participants, timeline — and can confirm steps in the Deal Flow. The deal creator and the Authorized Executive of the creator's workspace get full access automatically; this cannot be revoked. Representatives in the creator's workspace can be granted full access by the Authorized Executive or admin on Workspace page or from aircraft card.
Read-only. Represantatives with aircraft View permission can open the deal and follow progress but cannot change anything. The whole page is gated to read-only mode with a banner explaining the view.
When you're operating the deal solo, your workspace is the only one with any access at all. There are no side rules to navigate and no counterparty to wait on — the deal moves forward when you confirm it has moved forward.
On the Deals page
The Deals page is the list of every transaction your workspace is part of, split between Active and Completed.
After a deal is created, Deals page is where you run it — recording milestones as they happen, attaching documents, adjusting terms, and tracking the transaction through to closing.
From here you can:
Open any deal by clicking it.
See the deal's current stage and a one-line prompt for what's expected next (for example, Arrange signing of LOI, Confirm payment of the deposit).
Take stage-specific actions on a deal without opening it — typically Add Documents, T&C Renegotiate, and Cancel Deal while the deal is in early stages. The menu changes as the deal advances; only the operations that are valid for the current stage are offered.
Start a new deal with the Create Deal button, subject to your subscription's concurrent-deals cap.
Only an Authorized Executive and representatives with full access can cancel a deal from this page.
On the Deal page
A specific deal is manage on athe Deal page from which all deal data and execution instruments are available:
Deal Flow
This is the main section that actually executes the transaction. The deal has an ordered set of steps generated from its transaction type, and each step is either completed, current, or upcoming. Working solo, you have full access to every step in turn, with no side restriction on who can act.
Steps fall into three shapes, and what you can do depends on the shape:
Confirmation steps
Steps like Deposit, Visual Survey, Aircraft Delivery for Inspection, Test Flight, Aircraft Delivery, and Closing payments are confirmation-only. The work happens off-platform — the buyer wires a deposit, the inspection facility completes a visual survey, the delivery happens at the airport — and you record the outcome on Wingform.
Once confirmed, a step is locked: its date is what actually happened and cannot be edited freely. To change a completed step's record, use the renegotiation flow in Terms & Conditions.
Document steps
Steps like Letter of Intent, Aircraft Purchase Agreement, Technical Acceptance Letter, and the Closing documents bundle revolve around one or more contracts. Wingform generates each document from the deal's templates and terms, and you decide how it gets signed.
What you can do:
Preview the rendered document at any point to see what the parties will sign.
Edit the document inline if you need to adjust specific clauses or fill blanks.
Download PDF to share the unsigned document with the parties.
Upload signed to attach the signed PDF once the parties have signed off-platform. When you upload the signed file for every required side, the step closes and the deal advances.
If a document has missing inputs in Terms & Conditions, the step shows the warning Not all Terms and Conditions are entered. The document can have blank fields. You can still generate and sign it; the warning is a heads-up that the resulting paper will have empty fields.
For multi-document bundles (the Closing documents step typically includes the Bill of Sale, Delivery Receipt, Warranty Assignment, Closing Instruction, and FAA Bill of Sale), each document is handled the same way. The step closes only after every document in the bundle has been uploaded as signed.
The Sign digitally option allows to send document for digital signatures via integrated Docusign service. In this case the step will automatically close after all parties sign the document. Read more about digital signatures in Document Management section.
Upload steps
Steps like Inspection results and Pre-Closing obligations collect a set of supporting files rather than signed contracts. The step lists named slots — for example Inspection report, Signed de-registration request, Certificate of Airworthiness, Export Certificate of Airworthiness, Import Declaration — and you fill each one.
You can replace a file before pressing Confirm. After Confirm, the upload set is locked along with the step.
A separate section on Deal Flow page - Extra Items Checklist- allows you to record reminders for actions you may need to accomlish in addition to the main steps:
You can set a date or deal step before which the extra action needs to be done.
Terms & Conditions
This is the deal's authoritative record of the commercial terms — aircraft price, currency, price description, deposit amount, escrow fee and how it's split, governing law, inspection level and dates, delivery location and date, and the expected closing date.
What you can do:
See the current terms at a glance.
Open Change Terms to revise any value. When you save, the deal recalculates dates and downstream amounts.
If a document tied to the changed term has already been signed (for example, the Aircraft Purchase Agreement is signed and you raise the price), the system queues an amendment signing for that document. The original signed PDF stays attached to the step as the historical record; the amendment runs as a new signing on top.
Documents
The Documents section is the deal's library — every contract the transaction will use plus any supporting files you decide to attach.
What you can do:
Open any document for Preview, Edit, or Download PDF.
Swap the template behind a document via the per-row template dropdown — useful when you want to use your own version of the Bill of Sale or Acceptance Letter instead of the default. The change applies the next time that document is generated.
Download any document that's already been signed via Download signed. Signed documents can no longer have their template swapped on the same row.
Add files that aren't part of the standard transaction set under Other documents — supporting paperwork like inspection appendices, customs declarations, side letters, or correspondence the deal should preserve.
Swapping templates affects the documents in Deal Flow too; if a step hasn't reached signing yet, the new template will be used when the document is generated for signing.
Payments
Payments describes the money flowing through the deal in one place. It pulls every monetary value from Terms & Conditions and shows the resulting flows: contract price, deposit (already paid as a negative on the buyer's running balance), escrow fees on each side, final payment due, and net to sellers.
What you can do:
See total buyer outflow, total seller inflow, the aircraft price, and the other charges as four headline figures.
Read the line-by-line breakdown — every transfer between buyer, escrow, and seller — and see how the totals build up. The breakdown is computed from Terms & Conditions and is read-only on this page; to change any of these figures, go to Terms & Conditions and use Change Terms.
Add a custom charge to the deal with + Add item under Additional charges. A custom charge declares who pays, who receives, the amount, and a short description; once added it folds into the totals at the top. Use this for deal-specific costs the parties have agreed to settle through escrow but that aren't part of the standard breakdown — for example, a delivery flight expense or a registration fee.
If you want a paper record of a custom charge, attach the supporting document under Other documents in the Documents section. The custom-charge entry itself is an internal accounting line, not a contract.
Participants
When you're operating solo, this section is where you keep track of who's involved off-platform and where you eventually bring those workspaces onto the deal.
What you can do, in summary:
Record the buyer, seller, escrow agent, and any brokers on each side as participants.
Invite a participant's workspace to join the deal in WingForm — at which point they get their own view of the page and the deal becomes a multi-workspace transaction.
Manage representatives and visibility on participants you've already invited.
The full mechanics — how invitations work, how access levels are assigned per participant, how counterparty visibility is controlled, and how representatives are seated on a side — are covered in the collaborative deal execution article. While you're solo, this section is mainly a notebook of names that you'll convert into live participants when the deal is ready for collaboration.
Timeline
Timeline is the deal's schedule. It shows every step on a date axis from creation through closing.
What you can do:
Switch between Months, Weeks, and Days zoom levels to read the schedule at the granularity you need.
Shift a step's expected start date or duration to reflect a new plan. Downstream steps recompute their dates automatically.
Steps that are already completed are pinned to the date they actually happened and cannot be moved from the timeline. Steps that depend on a fixed neighbor (for example, certain payment gates relative to inspection) are constrained — the timeline will refuse a change that would break the dependency.
Activity Log
Activity Log is the chronological record of everything that has changed on the deal — status changes, term updates, document uploads, participant invitations, and more. Every entry includes who acted, from which workspace, when, and a one-line summary.
What you can do:
Read the full history of the deal in order.
Filter by importance (Low, Medium, High) to focus on material changes.
Use the log as the single source of truth when there's a question about what was changed or when.
The log is read-only — you cannot edit or delete entries. Every participant on the deal sees the same log.
Practical notes
Working solo, every section of the deal is editable end-to-end by you. The role-and-side rules that govern multi-workspace deals don't apply until another workspace is a participant.
Deal Flow is the only section that progresses the deal. Everything else describes, records, or visualizes — but does not move the deal forward on its own.
Warnings like Not all Terms and Conditions are entered and The document can have blank fields are non-blocking. They flag that the resulting paperwork may need editing later, not that the step is broken.
When you're ready to bring the buyer, seller, or escrow agent onto the deal, start in Participants — and read the collaborative deal execution article first.
Related articles
See also: Understanding broker deal creation
See also: Collaborative deal execution — what changes once other workspaces are participants on the deal: invitation, access levels, side-gated actions, counterparty acceptance, etc.