NYC Co-op Board Package Services for Buyers & Agents
Whether you are buying without an agent or representing a client, I guide the application from accepted offer through board submission and interview. I review the building’s exact requirements, organize financial and personal documents, coordinate with management, and keep every step moving.
My Services
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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.
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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.
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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.
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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.
Full Purchase Application Preparation
$0 - $5M sales price: $750
Full Purchase Application Preparation
$5M+ sales price: Upon Request
Rental App Preparation
$400
Document Review
$250
Pricing
*applications with extensive requirements and specifications are assessed on a case by case basis
My Process
Understand Your Deal
Every engagement begins with a discussion of the transaction, timeline, and building requirements. I work directly with the buyer or agent to understand the deal, establish expectations, and identify any special 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 buyers, agents, sellers, attorneys, lenders, and other transaction parties to collect documentation, answer questions, and keep the process organized from start to finish.
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.