REI Boss

Private operations desk for creative-finance operators

You find the deals. We run the back office.

Contract-to-close ops and portfolio monitoring for wraps, sub-2s, owner-finance notes, and lease options, so your deal flow turns into doors, equity, and monthly cash flow.

Check My Deal Get the 80+ item checklist

Get a preliminary green/yellow/red read in minutes. Book the deeper operator review after.

First answer Preliminary read in minutes
Core scope Everything after contract
Built from 50+ real deals
Default mode Approve / reject

[01] Deal Desk

Get a first read before you book the deeper review.

Open a limited Deal Desk, submit one live file, and get a preliminary green/yellow/red ops read in minutes. Then book Leah or Elizabeth for the deeper operator review.

01 / Open Create the Deal Desk.

Name, email, phone, market, doors, notes, and current deals in flight.

02 / Submit Add one live file.

Address, type, exit, numbers, documents, and the back-office bottleneck.

03 / Now Get the first read.

AI flags the obvious green, yellow, and red gates in minutes.

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 access after submitting one live deal
Preliminary read ready

123 Main St. / Sub-2 to wrap

Preliminary ops read generated from the submitted deal data. The deeper operator review still happens before REI Boss accepts the file.

Yellow / 72
Green Insurance

Investor policy appears bindable for the stated exit.

Yellow Spread

$240 monthly spread before vacancy. Needs working-capital decision.

Red Title

Mechanic's lien must be cleared before the contract is signed.

Preliminary answer now. Deeper read next.

Use the first read to see the obvious gates, then book the operator review to decide whether REI Boss should run the back end.

Run My Deal Read

[02] Deeper Deal Read

Then the human read goes deeper than the first pass.

The preliminary read gives them speed. The deeper Deal Read is where Leah or Elizabeth reviews the actual file, confirms the gates, and decides whether REI Boss can run the back end.

DR
[redacted] St, Central IL Sub-2 to wrap exit
Sample — details changed Returned in 41 hrs Read by Elizabeth R.
Overall verdict

YELLOW Workable, two things to fix 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.
Green
Due-on-sale Low — large national servicer, standard pattern.
Amber
Spread Thin — underlying PITI $1,180 vs target wrap $1,420 = $240/mo before vacancy.
Red
Title Needs work — open mechanic's lien on the prelim; clears before close, not after.
Green
Insurance Clean — investor policy bindable.
Amber
Exit Slow pool — wrap-sellable, budget 60–90 days to place a buyer.

Sample deeper read — details changed. Start with the preliminary read first.

Check My Deal

[03] Why Deals Break

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

They fail in the back office: 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 the back end like a deal desk, not a task list. Every file gets gates, owners, dates, and a visible risk state.

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 operators 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 operator 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 back-office 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 back office keeps 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 operators 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.

Operators 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 the back end was 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 actual operators reading the files and deciding what REI Boss can run well.

50+Deals behind the operating system.
2Named operators: Leah and Elizabeth.
48hRead window for live deal review.

[09] How It Works

Five steps from first click to back-office control.

The website opens the Deal Desk. The Deal Desk captures the file. The read decides whether REI Boss should run the operation.

01

Open Deal Desk

Profile is created from the first deal submission.

02

Preliminary read

Green, yellow, and red flags in minutes.

03

Operator read

Leah or Elizabeth reviews the file inside 48 hours.

04

Review call

Talk through the gates and decide whether REI Boss should run it.

05

Unlock operations

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

[10] Open Your Deal Desk

Submit one live deal. We will create the Deal Desk around it.

Profile, preliminary ops read, locked app preview, and the option to book the deeper operator review if the file is worth taking further.

No cost, no pitch. Start with the preliminary read, then book the deeper operator review.