Comprehensive Board Package Preparation Services

We provide a detailed list of the required documents to ensure nothing is overlooked.

We assist in gathering financial documents, reference letters, employment verification, and other materials required by the board. Our team meticulously reviews everything for accuracy and completeness.

We help prepare or refine the buyer’s financial statement, ensuring it meets the co-op or condo board’s standards.

We provide professionally written reference letter samples to guide buyers and their contacts in crafting application-ready letters.

We organize all documents into a polished and professional package, following the board’s exact requirements.

We handle the submission of the completed package to the managing agent or board, ensuring it is delivered on time and in compliance with guidelines.

Our team communicates with managing agents and follows up on the application status, addressing any additional requirements or questions that may arise.

For co-op buyers, we provide interview preparation tips and guidance to help them confidently navigate the board interview process.