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.
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
Trusts, estates, or LLC ownership structures
Foreign income or assets
Extensive post-submission board advocacy
(These fall under Advanced / Complex Application Support.)
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.
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
Trusts, estates, or LLC ownership structures
Foreign income or assets
Extensive post-submission board advocacy
(These fall under Advanced / Complex Application Support.)