NYC Co-op & Condo Board Application Preparation
Expert board package review, preparation, and submission support — by a NYC real estate agent.
Our Services
Focused review of an existing NYC co-op or condo board application to identify missing items, inconsistencies, and potential board concerns before submission.
Full preparation of an NYC co-op or condo board application from start to submission. I organize and present all required financials, supporting documentation, and board forms in a clear, board-ready format designed to minimize follow-up questions and delays.
This service is best suited for straightforward applications involving salaried income, standard assets, and typical financing, without trusts, complex compensation structures, or international components.
Payment terms: $500 deposit due at booking. Total service fee is $1,250. The remaining $750 is due prior to submission of the completed board package.
What’s included
Complete organization of board-required documents
Review and formatting of financial statements and disclosures
Identification and cleanup of common board red flags
Coordination with your agent, lender, and attorney as needed
Submission-ready package prepared to managing agent standards
Not included
Trusts, estates, or LLC ownership structures
Foreign income or assets
Extensive post-submission board advocacy
(These fall under Advanced / Complex Application Support.)
Strategic preparation and presentation of complex NYC co-op or condo board applications involving non-standard financial profiles.
This service goes beyond document assembly. I work strategically to structure, explain, and present complex financial situations in a clear, board-friendly way — reducing questions, friction, and the risk of rejection.
Payment terms: $500 deposit due at booking. Total service fee is $1,500. The remaining $1,000 is due prior to submission of the completed board package.
Appropriate for applications involving:
Trusts, estates, or inherited assets
Self-employed or irregular income
Significant investment portfolios or carried interests
Bonuses, deferred compensation, or equity-based income
Multiple properties or contingent liabilities
Prior denials or heightened board scrutiny
Includes:
Strategic review of the full financial picture
Guidance on how assets and income should be disclosed and framed
Custom explanations and supporting narratives where appropriate
Identification and cleanup of issues that commonly trigger board concern
Coordination with agents, attorneys, lenders, and accountants
Ongoing support through submission and initial board review
About
our company
We focus exclusively on New York City co-op and condo board applications, providing hands-on preparation of financial statements, supporting documentation, and complete submission packages. With over 16 years of experience representing buyers, we bring deep familiarity with board expectations, building requirements, and the level of precision needed to navigate the approval process.
Contact Us
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