BoardReady

New York · Co-op & condo board packages

Co-op & condo board package software for NYC deal teams

Drop in the documents. Get back a board-ready package.

BoardReady is board package software for NYC buyer's agents, attorneys, and transaction coordinators. Upload the building's requirements package and BoardReady reads it — address, managing agent, and the full checklist. Then every client document you add is classified, checked off, and assembled in the order this building asked for.

Walk through the demo →

A real package: the building's checklist, seventeen filings, numbers tied out, one PDF.$99 downloads the assembled file.

How to start

  1. 1

    Walk the sample

    A real co-op package: the building's checklist, the filings, the numbers, one PDF.

    Open the sample →

  2. 2

    Sign in

    Sign in with your email. We send a link right away, and a new address gets an account on the spot.

    Sign in →

  3. 3

    Assemble, then $99

    Start the first package as soon as you sign in. The PDF unlocks at checkout.

    Start a package →

How to assemble a co-op board package in BoardReady

1

Drop the building's package

Scanned or text, 14 pages or 260. The checklist comes out of the document, not a form you fill in.

2

Add the client's documents

Each one is identified and filed against the requirement it satisfies. Missing items stay visible.

3

Send it board-ready

One PDF, in the building's order, with divider pages. Balances are tied to the financial statement first.

Sample package: The Ansonia, start to finish

Sample BoardReady checklist from the public demo: The Ansonia, unit 9B, with filed items, one that needs review, and missing retirement and loan papers.

The Ansonia

2109 Broadway · Apt 9B · Marisa Chen · Purchase

3/6
  • Fully executed contract of saleComplete
  • Completed and signed purchase application formComplete
  • REBNY financial statement with all supporting schedulesComplete
  • Two most recent years of federal tax returns, all schedulesNeeds review
  • Most recent retirement account statementsMissing
  • Loan commitment letter (if financing)Missing

From the sample package. Missing items stay in front until they are filed or waived.

About

What BoardReady is — and is not

What it is

Software that helps NYC real-estate professionals — buyer's agents, attorneys, and package coordinators / TCs — turn a building's transfer requirements and a client's documents into one complete, ordered board package PDF.

What it is not

BoardReady is not a managing agent, not a board, and not a guarantee of approval.

See a sample package →·How packages get assembled →

Documents

How BoardReady handles tax returns and bank statements

Encrypted so storage cannot read them

Files are encrypted with a key we hold. The storage provider cannot open them.

Only you can open a package

Another account asking for that id gets nothing back — not a hint that it exists.

Models do not keep a copy

We assemble on hosts that do not retain prompts. Labs that keep or train on documents are refused.

How we handle documents →·Not SOC 2 — here's what we actually do →

Board package document privacy·Guides for agents & TCs →

FAQ

What is board package software?

It turns a building's transfer requirements and a client's documents into one complete, ordered board package PDF, with missing items visible and financial-statement balances tied out.

Does BoardReady submit to the managing agent or the board?

No. BoardReady is not a managing agent, not a board, and not a guarantee of approval. You deliver the PDF however the building asks.

Does it work for condo packages and rentals?

Yes. Co-op and condo; $99 downloads the board-ready PDF, the same for purchase or rental.

What happens to tax returns and bank statements I upload?

Encrypted so storage cannot read them; only the account that created a package can open it; models do not keep a copy. See how we handle documents.

Pricing: $99 per board-ready PDF

First package

$99 downloads the board-ready PDF — the same for purchase or rental. Assemble first; you pay when it is ready. A colleague invite makes the first package $49.50 instead of $99. Half-off is one package, for the person who was invited, on their first paid download.

Or email Zack: zachary.royals@proton.me