Turn daily activity into board-ready reporting.

Understand what needs attention and prepare clear board updates from the work already recorded in Unify LIV, with the supporting records behind each one.

Overview

Board Packet Generation in Unify LIV assembles a board packet for a selected property and reporting period from the work already recorded in the platform, such as work orders, inspections, incidents and accounts. Managers choose the sections, generate the packet and review each section with its supporting records before preparing it for the board.

Try it

See board packet generation

DashboardBoard Packets
BuildingCedar PointPeriodOctober 2026
Sections, 5 of 6 in the packetReservesNo reserve study on file
Board packetCedar Point, October 2026Not generated
Choose sections, then generate
No packet yetThe generated packet opens here for review
  1. ChooseA manager picks the property, period and sections.
  2. GenerateThe packet is built from the recorded work.
  3. ReviewEach section opens with its supporting records.
  4. SaveThe reviewed packet is saved for the board.

Key features

Discover key features

OperationsCedar Point, October 2026
Open work orders14down from 19Overdue3oldest 6 daysInspection findings31 new
CreatedSolved
MayJunJulAugSepOct
Board PacketsChoose the sections, then generate
BuildingCedar PointPeriodOctober 2026
Executive summaryMaintenance and inspectionsProjects and vendorsFinancial overviewReservesNo reserve study on file
Generate board packetGenerated, 4 sections
Section 2, page 3Maintenance and inspectionsWork orders opened38Work orders solved41Average days to resolve3.2Inspection findings open3
Inspection INS-0412Fire panel, Level 2Minor finding, follow-up due Nov 152 photos attached
PreviewCedar Point, October 2026Ready for reviewSaved
Board packetCedar PointOctober 2026
  1. Executive summary1
  2. Maintenance and inspections3
  3. Projects and vendors6
  4. Financial overview9
  5. Items requiring attention12
DownloadPrintSave packetSaved
Reviewed by Dana RuizProperty manager, Oct 31

Benefits

Explore the benefits

Less time assembling reports

The packet is built from records your team already keeps, so nobody copies figures from several modules into one document.

What needs attention, first

Outstanding items and trends are gathered at the start of the packet, so the board sees what needs a decision before the details.

The record behind each figure

Supporting records stay connected to each section, so a question in the meeting can be answered from the source.

Reviewed before the board sees it

Managers review and save every packet before it is shared, so the board receives a package the team stands behind.

A glass facade with a fine, regular grid

See it in real communities

Read how property teams and boards run their buildings with LIV.

FAQ

Frequently asked questions

Can’t find your answer?

See all questions
Can we choose what goes into the board packet?

Yes. Choose the property and the reporting period, then switch the available sections on or off and set their order. Sections without data for that property are switched off and say why.

Is the board packet sent to the board automatically?

No. A manager generates the packet, reviews it and saves it. Your team then downloads or prints the saved packet and shares it with the board.

Can LIV support governance and compliance tracking?

Yes. LIV includes tools for board communication, meeting documentation, owner notices, digital forms, and compliance tracking. All documentation is time-stamped and stored securely within the platform creating a central document repository for all unit, resident and historical data.

Can LIV manage multiple properties from one account?

Yes. Property management companies can manage multiple buildings from a single LIV account. Each building maintains its own configuration and data while portfolio-level dashboards provide visibility across properties. LIV’s advanced analytics and reporting can be filtered by individual building level or your entire portfolio.

Is LIV difficult for board members to learn?

No. LIV is designed for non-technical users including volunteer board members. The onboarding process includes structured training sessions and role-specific guidance.

Free consultation

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