Free resources for
building boards

Guides, checklists, and whitepapers to help your board manage capital projects, protect against disputes, and keep records that hold up under scrutiny.

Available now

PDF Whitepaper7 pages

The Hidden Risk in HOA and Condo Board Communication

This free whitepaper explains how fragmented email threads, board turnover, and undocumented decisions expose condo and co-op boards to disputes, liability, and institutional memory loss — and introduces an email-native approach to preserving board governance without changing how anyone works.

Download free

PDF Checklist1 page

7-Point Governance Audit for Multi-Building Portfolios

This free checklist helps property and portfolio managers score their governance health across 7 critical areas — from decision records to manager transition readiness. Identify gaps before they become disputes.

Download free

PDF Checklist2 pages

Board Communication Audit Checklist

A 15-point self-assessment for board members to evaluate record-keeping practices — from email access to dispute readiness. Find the gaps before an auditor, resident, or attorney does.

Download free

PDF One-Pager1 page

Your Fiduciary Duty as a Board Member

A plain-language summary of what personal liability board members carry, what the Business Judgment Rule requires, and what happens when records don't exist.

Download free

PDF Guide10 pages

Capital Project Oversight Guide

End-to-end guide for managing capital projects from bid to completion — covering vendor selection, scope approval, change orders, board turnover, and dispute-ready documentation.

Download free

PDF Guide8 pages

Vendor Payment Compliance Guide

Best practices for board vendor payment workflows — approval tiers, segregation of duties, documentation requirements, and audit trail standards.

Download free

Coming soon

PDF Comparison

BoardRecord vs. Google Drive

Side-by-side comparison of managing capital project records in shared Google Drive folders vs. a purpose-built governance system.

PDF Guide

Board Software Buyer's Guide

Evaluation framework and criteria matrix for boards shopping for project governance tools — with 10 questions to ask in any demo.

Free resources forbuilding boards

Available now

The Hidden Risk in HOA and Condo Board Communication

7-Point Governance Audit for Multi-Building Portfolios

Board Communication Audit Checklist

Your Fiduciary Duty as a Board Member

Capital Project Oversight Guide

Vendor Payment Compliance Guide

Coming soon

BoardRecord vs. Google Drive

Board Software Buyer's Guide

Free resources for
building boards