Confidential Board Intake

Request a Proposal

A confidential intake for boards considering a new operations partner. Thirteen short steps — most take under three minutes. Save and return anytime.

Why boards trust this process

A confidential intake, not a sales form.

  • Your intake is reviewed by a senior director — not routed to a sales queue.
  • Information is held in confidence and never shared without your board's direction.
  • Every engagement is governed by a written service agreement with defined deliverables.
  • Your current manager is never contacted without your board's written authorization.

Step 1 of 13

  1. 1
    Your Corporation
  2. 2
    Property Type
  3. 3
    Scale
  4. 4
    Municipality
  5. 5
    Current Management
  6. 6
    Primary Concerns
  7. 7
    Pain Points
  8. 8
    Shared Facilities
  9. 9
    Transition Date
  10. 10
    Documents
  11. 11
    Board Contact
  12. 12
    Meeting Time
  13. 13
    Confidentiality

Tell us about your corporation.

We start with the basics. This stays between your board and ours.

The legal or common name of your condominium corporation.

Optional — helpful but not required at this stage.

Protected by spam filtering. Your information is private and confidential.