For buyers & sellers
Do your own board package, with guidance at every step
Start from the building's own application, even if it isn't on a board package platform. We show you what's still missing as you go. A real transaction coordinator on our team reviews the package before the managing agent sees it.
Doing it yourself
High stakes, tedious work and your most private documents
A board package is the building's application plus tax returns, bank statements and letters, assembled exactly the way that building requires for its managing agent and board. Here's what makes it hard, and how we help.
The problem
If the building isn't on a board package platform, you're left assembling paper forms and PDFs by hand.
With BoardPackageBoss
It works with any building and any paper application. The building doesn't sign up for anything. You start from its own application and confirm the checklist.
The problem
If you've never put one together, it's hard to know what the building wants, in what order, and what you've missed. Gathering it all is tedious.
With BoardPackageBoss
Guidance at every step: what's still missing and tips as you go. At the end, pages are ordered, numbered and bookmarked into one combined PDF.
The problem
The stakes are high. A missing page or an unsigned letter can send the package back and hold up the deal.
With BoardPackageBoss
An experienced transaction coordinator on our in-house team goes through your package and tells you, in plain terms, what's missing and what to fix before the managing agent sees it.
How it works
What doing it yourself looks like
The same five steps at any building, co-op or condo. You gather the documents. We guide you, review the package and assemble it.
- 1
Set the requirements
Enter what this building's application asks for, taken from its paper application, and confirm the checklist.
- 2
Upload documents
We guide you as you go: what's still missing, useful tips, and reminders that keep everyone on schedule.
- 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
Automatic assembly
Pages are ordered, numbered and bookmarked into one combined PDF. E-signatures are built in.
- 5
Delivery, your way
Email it to the managing agent or anyone else, download it, or print it.
FAQ
Questions buyers and sellers ask
What is a board package?
To buy into an NYC co-op, and many condos, the buyer submits a board package to the building's managing agent and board. It holds the building's application forms plus tax returns, bank and brokerage statements, employment letters, reference letters and more, ordered and assembled exactly the way that building requires.
Can I put together my own board package?
Yes. Buyers and sellers can do their own, with guidance at every step. The same in-house review applies to every package.
Do you sell my information?
No. We never sell your information. Not documents, not contact details, not to anyone.
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.
A board package you can feel confident about, even if it's your first.
Join the free Insider List. We'll tell you the day we launch in January 2027.
January 2027Public launchPublic launch
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