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BoardPackageBoss

For real estate agents

Board packages on your timeline, at any building

The building doesn't need to be on a board package platform. Start from its paper application, see what's missing at a glance, and send the managing agent a complete package that a real transaction coordinator has reviewed.

A transaction coordinator's review notes on a board package, listing what to fix before it goes to the managing agent.

What changes for agents

Every package you send carries your name

The package sits between a signed contract and closing. Here is what can go wrong, and how we handle it.

  • The problem

    Your timeline depends on whether the building uses a board package platform. When it doesn't, you and your buyers are back to assembling paper and PDFs by hand.

    With BoardPackageBoss

    It works with any building and any paper application. The building doesn't sign up for anything, so you start when you're ready.

  • The problem

    You end up chasing your buyers for the last bank statement while the deal waits.

    With BoardPackageBoss

    Your buyers see what's still missing at a glance, with tips as they go, and reminders keep the package moving while you work the deal.

  • The problem

    A sloppy package reflects on you. One missing page or unsigned letter can send it back, and that can sink a deal.

    With BoardPackageBoss

    Before the managing agent sees it, a transaction coordinator on our in-house team reviews the whole package and tells you what's missing, what needs a signature and what to fix.

How it works

From the building's application to the managing agent

The same five steps at every building, co-op or condo, and every package reviewed before it goes out.

  1. 1

    Set the requirements

    Enter what this building's application asks for, taken from its paper application, and confirm the checklist.

  2. 2

    Upload documents

    We guide you as you go: what's still missing, useful tips, and reminders that keep everyone on schedule.

  3. 3

    Human review

    An experienced transaction coordinator on our in-house team reviews every package and sends you notes for success: anything to fix before it goes to the managing agent.

  4. 4

    Automatic assembly

    Pages are ordered, numbered and bookmarked into one combined PDF. E-signatures are built in.

  5. 5

    Delivery, your way

    Email it to the managing agent or anyone else, download it, or print it.

FAQ

Questions from agents, answered

I'm an agent. What changes for me?

You control your own timeline instead of depending on whether the building uses a board package platform. Your buyers get a complete, well-organized package, reviewed by a real transaction coordinator before it goes to the managing agent.

Does my building need to be on your platform?

No. That's the point. If the building has a paper application, you can put together its board package with us. The building and its managing agent don't need to sign up for anything.

Who reviews my package?

An experienced transaction coordinator on our in-house team. They look over every package and send you notes for success, so you can fix anything before it goes to the managing agent.

When does it launch?

The public launch is January 2027. The Insider List gets launch updates by email.

Free download

The NYC Board Package Tips and Checklist

Practical tips for every stage, from the accepted offer to the board interview, and every document a typical co-op asks for.

Make your next board package one you're proud to send.

Join the free Insider List. We'll tell you the day we launch in January 2027.

January 2027Public launch

Join the list