For coordinators & brokerages

One way to run every board package, at any building

For transaction coordinators at any brokerage, and for brokerages that want every package done the same way. The building doesn't sign up. Run many packages at once, each reviewed by our in-house team before it goes to the managing agent.

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What changes for coordinators

Built for coordinators who run many packages at once

Here is what makes board packages hard for coordinators and brokerages, and how we handle it.

The problem
Every building is different. Some take packages through a board package platform. At the rest, it's paper and PDFs assembled by hand.
With BoardPackageBoss
One tool for every building. It works with any building and any paper application, and the building doesn't sign up for anything.
The problem
You're running several packages at once, each with its own buyers, documents and dates, and you're the one chasing every missing page.
With BoardPackageBoss
Each package has its own running list of what's still missing, so you can see where every one stands at a glance.
The problem
A missing page or an unsigned letter sends a package back from the managing agent, and the delay lands on you.
With BoardPackageBoss
Every package also gets a review from an experienced transaction coordinator on our in-house team, with notes on what's missing, what needs a signature and what to fix before it goes to the managing agent.
The problem
At a brokerage, every agent and coordinator does packages a little differently, so the quality depends on who did the work.
With BoardPackageBoss
One consistent way to do board packages across your agents and coordinators, at every building, with the same in-house review on every package.

How it works

The same five steps for every package you run

Every building, co-op or condo, follows the same process.

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.

See how it works in detail

For your brokerage

Put it in front of your broker

Brokerages get one consistent way to do board packages across every agent and coordinator, at any building.

The short version for your broker

Works at any NYC co-op or condo with a paper application. The building doesn't sign up.
One process for every agent, every coordinator and every building.
Every package reviewed by an experienced transaction coordinator on our in-house team.
One combined PDF, ordered, numbered and bookmarked, with e-signatures built in.
Documents and contact details are never sold.
Launching January 2027. Pricing will be announced at launch.

FAQ

Questions from coordinators and brokerages

I'm a transaction coordinator. Does it work at any brokerage?

Yes. It isn't tied to a brokerage or to the building's platform. One tool for every building, wherever you work.

We're a brokerage. Can our whole team use it?

Yes. It gives your agents and coordinators one consistent way to do board packages at any building, with the same in-house review on every package. Volume pricing for teams is coming at launch.

Can I run several packages at once?

Yes. It's built for coordinators handling many packages at once, with each one kept on schedule.

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.

See all questions

Free download

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

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