Intermediate Service — Full Board Application Preparation

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.

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.)