When logged in, all of your current packages will appear at the bottom of your Dashboard.
After opening the package, the first section you will see is the 1. Deal Parties section. This is where you can enter building and deal party information into the form fields. Be sure to enter the parties' email addresses if you plan to invite them into the package, and always click 'Save.' You cannot enter duplicate email addresses, so ensure that every party has a unique email address in their field.
Next is the 2. Requirements section. On the right side of this screen is the Sharing & Permissions area, where you will see the names of any parties you added in the 1. Deal Parties section. View these instructions for how to invite parties into your package.
The 2. Requirements section is also where all of the application forms are contained.
You can click each form title to open them up for editing. Here is a helpful guide for using our form editing tools:
All fees listed in this area of the package must be paid online with a credit card, as per property management's rules. Please note parties must first be invited into the package before you can assign them fees.
Once all parties have filled in/signed all 2. Requirements section forms, you can click the Reviewing button (upper right corner of each section) to mark them as Finished. If you are a broker and marking sections as Finished, you will prevent non-broker parties from further editing forms.
After all sections are Finished, you will be prompted to Generate Package, which will create a preview of the entire package file.
After you have generated the package, and after all fees are authorized, you will be able to click the Submit to Package Processors button at the bottom of the 3. Fees/Submit section, and then the package will go to the property manager's account for review.
Still unsure about the process? One of our BoardPackager Specialists is available to complete and submit your entire package for you! Visit https://specialists.boardpackager.com/ for more information.