Board Modernization · Briefing TURBO.

NYC Co-Op Board Approval:
The Automation Wedge

Prepared for Tony InJe Yeo · Yeo Real Estate, Manhattan
From Nia, Chief of Staff @ Turbo AI · 2026-04-24

The pain, in one paragraph

Manhattan co-op and condo board approvals remain the last fax-and-binder workflow in an otherwise digitized transaction. Packages run 50–100 pages per applicant — financials, reference letters, tax returns, employment verifications, board interviews — assembled by buyers, chased by brokers, rekeyed by managing agents, and adjudicated by volunteer boards. Industry turnaround sits at 30–90 days, with most delays introduced by completeness checks and reference loops, not by substantive board review. There is no status layer. Buyers, sellers, and brokers operate blind until a binder surfaces at a meeting.

Four automation wedges, ranked by impact × feasibility

1
Board package intake + auto-redaction
Ingest the raw applicant dump (bank statements, W-2s, tax returns, letters) and emit the managing-agent-ready package: auto-redacted SSNs and account numbers, standardized cover sheet, paginated binder, completeness checklist. Single highest-leverage wedge — compresses the 5–10 day "getting the package clean" step to hours and removes the most common rejection reason.
Highest leverage
2
Applicant pre-screen scoring (B3-style)
A private scorecard run before submission — debt-to-income, post-close liquidity, reserves ratio, employment stability, letter quality. Echoes your B3 Scoring System thesis, but applied to the buyer side: tells broker and buyer whether the package will clear this building's bar before anyone spends two weeks chasing signatures. Prevents the "applied, rejected, lost the apartment" failure mode.
Defensible moat
3
Managing-agent workflow & status dashboard
Structured chase for the missing-item loop: automated follow-ups, completeness state machine, shared dashboard so buyer, seller, both brokers, and attorney see one source of truth. Kills the "waiting on the managing agent" black hole that drives most of the 30–90 day variance.
Buyer-facing
4
Reference & employment verification loop
Auto-generate request emails to personal and professional references, track responses, flag missing or weak letters, and verify employment via standardized outbound. Offloads a notoriously fragile manual step. Pairs naturally with wedge #1 on intake.
Quick win

What a working v0 looks like — buildable in 30 days

One live applicant. One Manhattan building's board package spec as the reference shape. Upload raw documents → the system produces a redacted, paginated, board-ready PDF plus a pre-screen score and a red-flag list (missing reference, thin reserves, gaps in employment). A shared status link for buyer and co-broker. No managing-agent integration yet — that's v1. The v0 is the wedge that proves the thesis: every subsequent building, managing agent, and broker plugs into the same spine.

How Turbo plugs in

Squad Model · Case Study Fit

Embedded 1-seat squad, agentic-first stack

One Turbo seat is a small pod — senior engineer plus on-call product and design leverage — embedded inside your product, not billing by the hour. Agentic pipelines for document ingestion, redaction, and scoring are core competencies. Board-package workflow is a canonical agent-first build. Month-to-month, no long-term lock.

$9.5K
per seat / month
1 seat sized for v0