From accepted offer to board approval.
I am here to guide you through this arduous process. Over the years I have developed relationships with all of the management companies in the city, and have expertise in all of their processes and protocols. I know what they will accept, and what they won’t.
My Services
-
I coordinate the collection of required financial, personal, and property documentation from buyers, sellers, lenders, attorneys, and other parties, ensuring every required item is obtained before submission. My organized approach helps prevent delays caused by missing or incomplete documentation.
-
Every board package is carefully assembled, reviewed, and organized according to the specific requirements of the building and managing agent. Documents are formatted for clarity, consistency, and professionalism, creating a complete, board-ready submission.
-
Whether a building requires a digital submission, professionally prepared hard copies, or both, I ensure every package is presented in a clean, organized, and compliant format that meets management and board specifications.
-
I communicate directly with management companies to monitor submission status, address outstanding requests, and help resolve documentation issues promptly. Proactive follow-up keeps the process moving and minimizes unnecessary delays before board review.
Pricing
Full Purchase Application Preparation ($0 - $5M sales price) $750
Full Purchase Application Preparation ($5M+ sales price) Price Upon Request
Rental Application Preparation $400
Document Review and Consultation $250
*applications with extensive requirements and specifications are assessed on a case by case basis
My Process
Coordinate with Agents
Every engagement begins with a discussion of the transaction, timeline, and building requirements. I work closely with the agent to understand the deal, establish expectations, and identify any unique considerations before preparation begins.
2. Understand the Building
Co-ops and condominiums all have their own application procedures and documentation standards. I review the building's requirements in detail to ensure the package is prepared accurately and complies with all submission guidelines.
3. Collaborate with All Parties
I work directly with your buyer and seller to collect documentation, answer questions, and keep the process organized from start to finish. Clear communication helps reduce stress and keeps the application moving efficiently.
4. Prepare & Deliver
Once all documentation is complete, I assemble a polished, board-ready package and coordinate electronic or physical submission in accordance with the building's requirements, ensuring every detail is organized and professionally presented.