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.

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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.

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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.

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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.

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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.

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PDF Comparison3 pages

BoardRecord vs. Google Drive

A fair, scannable comparison of capital project record management in shared Google Drive folders vs. BoardRecord — common pain points, a ten-row capability matrix, when shared drives are enough, and when you have outgrown the folder.

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PDF Guide6 pages

Board Software Buyer's Guide

An evaluation framework for boards already shopping — why resident management and project governance are different jobs, a 10-criterion scoring matrix, red flags, ten demo questions, and a printable scorecard.

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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.

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PDF Checklist2 pages

Certificates Are Not Coverage: A Board’s Risk-Transfer Checklist

A plain-language checklist for boards and managers vetting contractor insurance: why an ACORD certificate “confers no rights,” how additional-insured status really works, the New York Labor Law exclusion that can leave the building exposed, and the cancellation-clause trap. Built to be reviewed with your broker or counsel.

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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

BoardRecord vs. Google Drive

Board Software Buyer's Guide

Vendor Payment Compliance Guide

Certificates Are Not Coverage: A Board’s Risk-Transfer Checklist

Free resources for
building boards