How It Works

Submit your documents, and we’ll organize, review, and prepare your board package with clear formatting, polished financials, and board-ready presentation. 

1. Submit Your Documents

Once you’re ready to begin, you’ll receive a checklist of required documents based on your transaction and building requirements.

Note: Turnaround times begin only after all requested documents have been fully submitted.

2. Financial Review & Package Preparation

We carefully review and organize your financials to ensure the application accurately reflects income, assets, liabilities, liquidity, financing structure, and board requirements. Complex financial profiles are structured clearly and strategically to minimize unnecessary board questions and delays.

3. Board-Ready Delivery

You’ll receive a professionally formatted, fully organized board package prepared for submission with clear labeling, polished presentation, and board-ready financial summaries designed to support a smoother approval process.

Frequently Asked Questions

Our approach is rooted in quality, discretion and integrity, ensuring that everything we do reflects our commitment to excellence.

What types of board packages do you prepare?

We prepare co-op and condo board packages for purchases and rentals. We also offer board package reviews: a second set of eyes to ensure your financials are accurate and all board requirements are met before submission.

What platforms do you work with for board package submissions?

All platforms, including Domecile, FirstService Residential and the beloved old-school collated submission.

What’s included in the service?

We build your complete package, crafting an accurate financial statement, organizing every supporting document, completing all building forms, polishing personal and reference letters, and handling complex finances with ease. Delivered fully formatted to the board's checklist.

Who do you work with?

We work with NYC real estate agents, buyers, renters, sellers, and clients who want professional assistance navigating the board application process.

What makes ACW Board Packager different?

We combine professional presentation, accuracy, discretion, and fast turnaround with real NYC board package experience. The goal is not just submitting paperwork, it’s delivering a polished package boards can review efficiently.

Have your packages ever been rejected?

We have never received a board rejection attributed to the quality or preparation of our packages.

Why should an agent outsource board packages?

Board packages can consume hours of administrative work. Outsourcing allows agents to stay focused on clients, negotiations, and closings while ensuring the package is professionally organized and submission-ready.

How long does the process take?

Standard turnaround times vary depending on the package type and how quickly documents are provided. Expedited options are also available for urgent submissions.

Do you offer expedited services?

Yes. Expedited turnaround is available for sales, rentals, and package reviews once all required documents have been submitted.

Will my package be customized for my building’s requirements?

Yes. Every board package is tailored to the specific building, management company, and submission requirements involved in the transaction.

What if I’m missing documents?

We’ll guide you through what’s needed and help identify missing items before submission to reduce unnecessary delays and board back-and-forth.

I’m an agent. My client prefers to have their board package handled by a third party for discretion. Can I trust you with that process?

Absolutely. This is actually one of the most common reasons agents work with ACW Board Packager. Many clients prefer having a separate, confidential party handle their financials and board application materials.

Discretion and confidentiality are central to our process. During the consultation, we’ll walk you through exactly how communication, document handling, and submissions work. Once introduced, we can work directly with your client while keeping you informed with updates regarding progress, submission status, and approvals throughout the process.

Can you work with self-employed applicants or complex income structures?

Yes. We frequently work with self-employed clients, business owners, investors, and high-net-worth individuals with layered financial profiles. Our role is to organize and simplify complex financial information into a format boards can review efficiently.

What if I only want a review of an already completed board package? Can you help with that?

Yes. We offer a dedicated board package review service for clients or agents who have already completed their application but would like a professional second review before submission.

You will receive detailed feedback via email identifying any potential areas of concern, missing documentation, financial inconsistencies, presentation issues, or opportunities to strengthen the overall package before it is submitted to the board.

What happens if the board or management company requests additional documents?

We assist with organizing and incorporating additional requested documents or revisions so the package remains consistent, professional, and properly updated throughout the process.

Can you work directly with attorneys, mortgage brokers, or accountants if needed?

Yes. We regularly coordinate with agents, attorneys, lenders, accountants, and other parties involved in the transaction to help streamline the board package process.

How do I get started?

Getting started is simple. Send us an email to schedule a complimentary consultation. Once we confirm the type of board package you need, you’ll receive a detailed step-by-step email outlining the process, required documents, and next steps.

Do you offer discounts for first-time clients?

Yes. We currently offer 25% off first-time board packages.

What payment methods do you accept?

We currently accept payment through Zelle and Venmo.

Beyond the ordinary

“Most agents want to be client-facing, not buried in paperwork. We genuinely enjoy this side of the business, and that care shows in our final product.”

- Apple Christie-Wallace

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