How it works
Five clear steps to a finished board package, for any building
The five steps
What happens at each step
You gather the documents. We guide you, review the package and assemble it.
Step 1: Set the requirements
Enter what this building's paper application asks for, then review and confirm the checklist. From there, your package is built to that building's requirements, not a generic list.
What you get
- A checklist that matches this building's application
- Works for any co-op or condo with a paper application
- No sign-up needed from the building or its managing agent
Step 2: Upload documents
Upload documents as they come in. The platform shows what's still missing, gives useful tips along the way and keeps everyone on schedule. You always know where the package stands.
What you get
- A running view of what's still missing
- Useful tips as you go
- Reminders that keep everyone on schedule
On every package
Step 3: Human review
Before anything goes to the managing agent, an experienced transaction coordinator on our in-house team reviews the whole package. They send you notes for success: what's missing, what needs a signature, what to fix. You make the changes before the package goes out.
A transaction coordinator's review notes on a board package, listing what to fix before it goes to the managing agent. Step 4: Automatic assembly
Pages are ordered, numbered and bookmarked into one combined PDF, in the order the building's application asks for. E-signatures are built in. No collating or numbering pages by hand.
What you get
- One combined PDF
- Pages in the order the building asks for
- Every page numbered, every section bookmarked
- E-signatures built in
A finished board package as one combined PDF, with numbered pages, a bookmark for each section in the order the building asks for, and e-signatures. Step 5: Delivery, your way
Send the finished package where it needs to go, in the form the building wants. Email it to the managing agent or anyone else, download it, or print it.
Email it
To the managing agent, or anyone else who needs a copy.
Download it
The combined PDF, ready to share or keep.
Print it
For buildings that still ask for paper.
Who it's for
Built for whoever does the work
Agents
Control your own timeline, whatever platform the building uses. Hand your buyers a package that makes you look good.
For agentsTransaction coordinators
One tool for every building, at any brokerage. Run many packages at once and keep each one on schedule.
For coordinatorsBuildings & managing agents
Receive packages that are complete, consistent and well organized. Work with us directly if you want to.
For buildingsBuyers & sellers
Do it yourself with guidance at every step.
For buyers & sellers
FAQ
Questions about the process
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.
What does the finished package look like?
One combined PDF. Pages are ordered, numbered and bookmarked the way the building's application asks. E-signatures are built in.
How do I send it to the managing agent?
However you like. Email it to the managing agent or anyone else, download it, or print it.
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.
Be ready for your first package at launch
Join the free Insider List. We'll tell you the day we launch in January 2027.
January 2027Public launchPublic launch
Join the list