Guides · New York
NYC board package guides for agents, attorneys & TCs
How the package gets assembled
Process notes for agents, attorneys, and coordinators who collect the file and deliver one PDF. Not a buyer FAQ. Building requirements are the source of truth.
Run the workflow in BoardReady — NYC co-op & condo board package software.
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How NYC Agents, Attorneys & TCs Assemble a Co-op Board Package
A building-first workflow: extract this building’s requirements, classify every file, QC the financial statement, and deliver one ordered PDF.
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Tie Every Board-Package Financial Statement Line to Supporting Statements
How assemblers reconcile every board-package financial-statement line to bank, brokerage, and income exhibits — without inventing liquidity rules.
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What Managing Agents Check Before the Board Sees Your Package
The mechanical completeness screen: missing pages, blank fields, fee mismatches, and why the board never sees an incomplete package.
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Building Transfer Requirements: Extract the Real Board-Package Checklist
Turn the managing agent’s packet into a living checklist — forms, fees, copy instructions — instead of a generic internet list.
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Local Law 58 for Package Assemblers: What “Complete” Means in Practice
Assembler-level note on completeness acknowledgments and missing-item notices for covered co-ops. Counsel owns applicability.
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Board Package PDF Assembly: Building Order, Divider Pages & Bookmarks
Follow the building’s section order; add dividers and bookmarks; confirm digital vs physical format with the managing agent.
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Why Board Packages Get Bounced: Assembly Errors vs Financial Weakness
Separate completeness bounce-backs (your job) from board financial judgment (not solved by a prettier PDF).
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Co-op vs Condo Board Packages for NYC Deal Teams
Side-by-side for mixed inventory: shared document patterns, co-op-heavy extras, condo ROFR waivers — and one building-first assembly workflow for both.
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NYC Board Package Tools Compared: Preparers, Portals & Assembly Software
Honest map for deal teams: human specialists, Domecile / BoardPackager-style portals, and assembly software — and when they stack on the same deal.
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Privacy When Handling Tax Returns & Bank Statements in Board Package Prep
A pro channel map for tax returns and bank statements: email and drive risk, AI retention questions, and BoardReady's published privacy stance — without overclaiming.