REI Boss™ — Contract-to-Close Operations for Real Estate Investors

[01] Deal Desk

Open a Deal Desk. See the operation we'd run on your file.

Create a limited Deal Desk account, submit one live file inside the app, and we scope the operation — title, insurance, dispo, monitoring. Then Leah or Elizabeth reviews the file before we run it.

01 / Open Create the Deal Desk.

Name and email start the account. Phone and market can help with follow-up.

02 / Submit Add one live file.

Address, type, exit, numbers, documents, and the operations bottleneck.

03 / Scope See the operation.

Every workstream — title, insurance, dispo, monitoring — gets an owner and a status.

04 / Next Book the deeper review.

Leah or Elizabeth reviews the file and decides what has to be true before we run it.

REI Boss Deal Desk Limited account for your first live deal

Scope ready

123 Main St. / Sub-2 to wrap

The operation REI Boss runs on this file — every workstream with an owner and a status. The deal review happens before we accept the file.

Contract → Close

Ordered Title

Title ordered; the mechanic's lien clears before signing, not after.

Bound Insurance

Investor policy bound for the stated wrap exit.

Queued Disposition

Wrap buyer pool building; budget 60–90 days to place.

We run it from contract to close.

Every workstream gets an owner and a date. You approve the gates; we execute the operation.

Check My Deal

[02] The Deal Review

Leah or Elizabeth scopes the file before we run it.

Leah or Elizabeth reviews the actual file, scopes every workstream, and flags the gates that have to clear before REI Boss runs the operation.

DR

[redacted] St, Central IL Sub-2 to wrap exit

Sample — details changed Returned in 41 hrs Reviewed by Elizabeth R.

Our verdict

Workable Two gates to clear before you sign.

Good bones, two real risks. The lien is the gate — don't sign until title confirms a clear path. Want us to take it from contract?

Title must confirm the mechanic's lien clears before close, not after.
Spread is thin enough that vacancy turns this into a working-capital decision.
Exit is wrap-sellable, but the buyer pool needs 60–90 days.

Ordered

Title Open mechanic's lien on the prelim; clears before close, not after. — Title desk

Bound

Insurance Investor policy bound for the wrap exit. — Insurance

Staged

Closing prep Docs assembled; signing scheduled once the lien clears. — Ops

Queued

Disposition Wrap-sellable; budget 60–90 days to place a buyer. — Dispo

Scheduled

Monitoring Payments, lease renewals, and insurance lapses tracked post-close. — Monitoring

Sample deal review — details changed.

Check My Deal

[03] Why Deals Break

Creative-finance deals rarely fail because the investor forgot how to negotiate.

They fail in operations: title pushed too late, insurance assumed, utilities buried, docs scattered, late payers missed.

One missed step on someone else's mortgage is not a small admin problem.

That is why REI Boss treats operations like a deal desk, not a task list. Every file gets gates, owners, dates, and a visible status.

01

Title waits until the end.Prelim comes back with a lien, but the contract clock is already moving.

02

Insurance is assumed.Bindable policy was never confirmed for the actual exit.

03

Utilities live in somebody's inbox.Turn-ons, shutoffs, deposits, and meter reads are not owned.

04

Docs scatter.Signed contract, seller ID, payoff, assignment, and closing prep live in six places.

05

Portfolio risk hides after close.Lease renewals, late payers, insurance lapses, and note status need a daily owner.

[04] Operating System

Every deal runs the 80+ point checklist. Most investors run about 20.

The checklist is not theater. It is the operating surface for title, insurance, utilities, filing, closing prep, buyer/dispo, servicing handoff, and portfolio monitoring.

80+

Gates before the deal leaves our desk.

Each gate has an owner, a document, a status, and the next action. The investor sees decisions, not loose ends.

01Title

Prelim chase, lien review, title company coordination, closing conditions.

02Insurance

Policy setup, bindability checks, renewal tracking, lapse monitoring.

03Utilities

Transfer dates, deposits, meter reads, shutoff prevention.

04Filing and docs

Memos, seller packet, buyer packet, contract versions, closing prep.

05Buyer / dispo

Basic dispo support, buyer document chase, servicing handoff.

06Monitoring

Late-payer alerts, lease renewals, insurance-lapse flags, weekly check-in.

[05] Scope

Published scope. No mystery package.

Trust starts with saying what we run and what we will not touch. REI Boss is operations execution, not coaching or origination.

What we run

Title coordination and prelim chase
Insurance setup and renewal tracking
Utility transfers, filing memos, closing prep
Document chase, basic dispo, buyer handoff
Portfolio monitoring, alert flags, weekly check-in

What we do not run

Coaching, mentorship, or deal structuring
Note origination, escrow, or legal advice
Full property management or sign-call answering
Hourly task work with no deal outcome
Anything we believe will fail

[06] Portfolio Monitoring

One source of truth for every deal and every portfolio risk.

After close, the operations keep running: notes, rentals, lease renewals, insurance lapses, late payers, and weekly flags.

Redacted REI Boss dashboard showing portfolio overview, alerts, health score, cash flow, and urgent risk columns. — Representative dashboard: redacted portfolio, active deal count, urgent alerts, lease expirations, insurance renewals, note status.

3 urgent 8 upcoming 4 healthy

[07] Pricing

Priced like operations work, not hourly admin labor.

Visible pricing because sophisticated investors do not need a mystery call before they know the shape of the engagement.

OnboardingSystem build-out, portfolio intake, workflow config.

$1,500

One-time. Sets up the operating system before live execution.

Per dealWrap, sub-2, owner-finance note, or lease option.

$2,750

Contract through close. All 80+ items. Collected upfront.

MonitoringPortfolio risk desk after close.

from $99/mo

Set at month 3 once we have seen the portfolio.

Start with onboarding plus your first live deal.

[08] Founder Trust

Built in Leah Melton's own portfolio before it became a service.

Investors are handing over legally sensitive transactions. The credibility has to be operational, not promotional.

Leah Melton, co-founder of REI Boss. — **Leah Melton** Co-founder. Built the system across wraps, sub-2s, lease options, notes, and rentals.

Around deal 50, Leah realized operations were eating more time than the deal-making.

So she built the system her own business needed: deal-type checklists, title coordination workflows, insurance routines, document gates, and portfolio monitoring. REI Boss is that operating system, run by a team instead of handed to you as another tool to manage.

Elizabeth Reyes leads operations. The first cohort gets the senior team reading the files and deciding what REI Boss can run well.

50+Deals behind the operating system.

2Named leads: Leah and Elizabeth.

48hRead window for live deal review.

[09] How It Works

Five steps from account start to live operations.

The website starts the Deal Desk account. The app captures the file. Leah or Elizabeth decides whether REI Boss runs the operation.

01

Create account

Name and email open the Deal Desk path.

02

Add live deal

Deal type, address, exit, bottleneck, and docs move inside the app.

03

Deal review

Leah or Elizabeth scopes the file and flags the gates.

04

Review call

You walk the file together and decide whether to run it.

05

Unlock operations

Contract-to-close, dispo, and monitoring open for accepted files.

[10] Open Your Deal Desk

Create your Deal Desk. Then bring us your first live deal.

Start with the account profile here. The live deal, document upload, and deal review happen inside the Deal Desk.

You find the deals. We run the operations.