NYC rental application software for agents
BoardFlow replaces the email thread, the shared drive, and the 300-page PDF. An AI wizard walks your client through the building’s real rental application — collected, AI-checked, SSN-redacted and e-signed — and the finished package opens as one live document you mark up and share with everyone on the deal.
Free for agents. Sign up and send your first deal in under a minute.
Why NYC agents run rentals on BoardFlow
Everything that makes a rental deal painful — gathering documents, holding sensitive financials, and losing the package to an email thread — handled in one place.
Free for agents during the beta
Send as many applications as you need while BoardFlow is in beta — no credit card, and plenty of notice before any paid plan starts. Your applicants never pay a thing.
Stop chasing documents
The wizard asks your client for exactly what the building requires. AI flags missing or invalid documents before submission — not after the landlord opens the package.
Keep SSNs out of your inbox
Social Security and account numbers are auto-redacted on upload. Files live in encrypted storage behind short-lived signed links and are deleted 30 days after a decision.
The building’s real application, filled online
Your client completes the building’s actual application form in the browser and e-signs. No printing, no scanning, no PDF stack to assemble by hand.
Work the package with everyone on the deal
The finished application opens as one live document you can mark up. Share it with your co-agent, the landlord or the property manager as Viewer or Editor, and decide together — no forwarded PDF stack, no “v3_FINAL”.
Any NYC building, no setup call
Search for the building and send the link. If it isn’t on BoardFlow yet, add or claim it on the spot with a standard NYC rental checklist you can tailor.
The application is a workspace, not an attachment.
The moment your client submits, the whole package opens as one live document. You mark it up, bring in whoever needs to see it, and the decision gets made in the same place — with a record of who did what.
One package, not a pile of attachments
Every upload, the building's own application, and the AI summary are assembled into a single document with a contents page and bookmarks. Drag a section somewhere else and the contents page, bookmarks and page numbers rebuild around it.
Mark it up where the problem is
Notes, boxes and highlights land on the page they belong to, so the next person sees the question next to the number it is about — not three replies down an email thread.
Comments that sit on the line they’re about
Pin a comment to the exact figure you’re questioning. Whoever picks the package up next sees it there, replies in the thread, and resolves it when it’s handled — so the open questions are always the ones still showing.
Black something out — and change your mind
Cover anything you would rather not forward. A redaction you draw is a mark like any other, so you can take it off again. The ones applied automatically on upload stay put.
Everyone on the deal, at the right level
Add your co-agent, the landlord, the property manager or an attorney by email — each as Viewer or Editor, and separately, each with or without the power to approve or deny.
- Editordana@westsiderealty.comCan approve or deny
- Editormarisol@parkviewmgmt.comCan approve or deny
- Viewercounsel@hlbfirm.com
Restricted — only the people listed here can open this package. The link won't work for anyone else.
Two people can be in the same package at once. You see whose cursor is whose and which page they’re on, their marks and comments arrive as they save — and the first decision recorded is the decision, which everyone sees land.
From one link to a decision.
The AI wizard does the collecting. You and everyone else on the deal do the deciding — on the same package, in the same place.
Send your client a link
Pick the building and send a personal link. The wizard opens with the building's checklist already loaded — no setup call.
An AI wizard gathers the documents
Your client is asked for exactly what the building requires, statements connect automatically, SSNs are redacted, and everything is AI-checked before they can submit.
Mark it up and bring people in
The package arrives as one live document. Add notes and highlights, black anything out, then share it with your co-agent, the landlord or the property manager — Viewer or Editor, per person.
Decide together, in one place
Approve, deny, or send it back for revisions — from whoever gets there first. Everyone with access sees the decision and how it was reached.
Questions, answered.
The things NYC rental agents ask before sending their first deal.
Is it really free?
Yes. BoardFlow is free for agents and property managers while it is in beta — send as many applications as you need, no credit card. We will give you plenty of notice by email before any paid plan starts. Your applicants never pay anything — automatic SSN redaction, e-sign and the AI document review are included for every application.
Does the building need to be on BoardFlow already?
No. When you start a deal you search for the building — and if it isn’t set up yet, you add or claim it on the spot with a standard NYC rental checklist you can tailor (required documents, months of bank statements, even the building’s own application form for electronic fill). The property manager or landlord gets pulled in automatically once your client submits.
What happens to my client’s sensitive documents?
They stay out of your inbox and locked down. SSNs and account numbers are redacted on upload and masked everywhere in the UI. Files are encrypted, stored privately, and only open through short-lived signed links for authorized reviewers — every access is logged, and everything is permanently deleted within 30 days of a decision.
Do my clients need to create an account?
They open the one secure link you send and are guided through each step — uploading documents, connecting statements, and e-signing. It’s built to be the easiest part of the deal for them, not another hurdle.
Can I bring other people onto a package?
Yes — that’s the point. From the package itself you add anyone by email: a co-agent, the landlord, the property manager, an attorney. Each person is a Viewer or an Editor, and separately you decide whether they can approve or deny. Editors can mark up the package and share it onward; Viewers can read it and download the watermarked PDF. Access is restricted to the exact addresses you name — there is no “anyone with the link” mode — and you can change or revoke it at any time.
Can two of us work on the same package at once?
Yes. Open the package and you can see who else is in it; their notes, highlights and redactions arrive as they save, on the page they belong to. Nobody overwrites anybody — the marks merge. Whoever records the decision first records it for everyone, and everyone with access sees it.
What about co-op and condo board packages?
BoardFlow is built for NYC rentals today. Co-op and condo board packages — REBNY financial statements, purchase applications, and the full board flow — are coming soon.
Talk to us
Prefer a personal walkthrough? Tell us about your business and we'll reach out.