Purchase Applications
Full-service co-op and condo board-package preparation, including financial presentation, supporting documentation, and submission requirements.
Time saved
Simple for your client. Hours back for you.
We streamline the whole process, so the perfect package takes less of everyone's time.
Services
Everything the board asks for.
Comprehensive, in-house preparation tailored to the purchaser, the property, and the building's requirements.
Rental Applications
Co-op and condo rental packages prepared with the same attention to detail, discretion, and building-specific requirements.
LLC, Trust & Entity Purchases
Specialized preparation for purchases involving trusts, LLCs, and other ownership arrangements, with financial and supporting documentation clearly presented.
Application Review
An independent, comprehensive review of an existing board package to identify omissions, inconsistencies, and potential concerns before submission.
Complex financial profiles
Complex profiles, presented clearly.
Not every buyer's financial picture fits neatly into a standard board package. We organize complex income, assets, and financial arrangements into a clear, complete presentation tailored to the building's requirements.
Business owners and entrepreneurs
Variable income, K-1s, business ownership, partnership distributions, and tax returns that don't reflect the full financial picture.
Physicians and healthcare professionals
Employment contracts, practice ownership, LLC income, consulting arrangements, and compensation from multiple professional or contractual sources.
Investment-heavy wealth
Concentrated stock positions, restricted equity, partnership interests, and substantial assets with varying degrees of liquidity.
Trusts and family-supported purchases
Trust arrangements, gifted funds, guarantors, and family financial support requiring clear documentation and explanation.
International buyers and foreign assets
Overseas income, international holdings, foreign tax returns, and financial documentation from outside the U.S.
Security
Your client's private information, protected at every step.
A board package contains some of a buyer's most sensitive personal and financial information. We treat every document with the discretion and care it deserves.
- Personally ReviewedEvery page is carefully reviewed for sensitive information before submission.
- Redacted Where AppropriatePersonal and financial identifiers are masked wherever disclosure is not required by the building.
- Secure & In-HouseConfidential documents are handled exclusively by our in-house team through secure document systems.
About
Built by agents, for agents.
Board Package Desk is a New York City board-package preparation firm specializing in high-value co-op and condo transactions.
Backed by decades of combined New York City real estate experience, our in-house team of licensed professionals understands the standards, expectations, and nuances of the city's most discerning buildings.
We work as an extension of the referring agent, delivering the expertise, discretion, and personalized attention that exceptional transactions demand.
Questions
Good to know.
Who prepares the package?
Licensed NYC real estate professionals on our in-house team. No overseas team.
Is each package prepared for our building?
Yes. We prepare each package for the building it is going to: its requirements, its management company and its board.
How is client information protected?
Every page is cleared before it leaves the Desk, and account numbers and personal identifiers are masked wherever the building does not require them. Documents move through secure, encrypted systems and stay in-house from upload to submission.
Do you guarantee approval?
Approval is the board's decision. Our standard is a complete, consistent package, strategically prepared to clear review the first time.
How quickly will we hear from you?
Every file has a dedicated contact who keeps you updated at each stage. Tell us your deadline up front and we plan around it.
What does it cost?
See our pricing. Standard files are priced up front, and complex transactions are quoted per file.