REI Boss

Private operations desk for creative-finance operators

You find the deals. We run the back office.

Contract-to-close execution, 48-hour deal reads, and portfolio monitoring for wraps, sub-2s, owner-finance notes, flips, and lease options.

Bring us a deal Get the 80+ item checklist

48-hour green/yellow/red read from Leah or Elizabeth — no cost, no pitch.

First review Returned inside 48 hours
Core scope Everything after contract
Built from 50+ real deals
Default mode Approve / reject

[01] Deal Read

The first thing we do is tell you where the deal can break.

A 48-hour read on the actual file: title, insurance, spread, exit, and the gates that need to be cleared before you sign.

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 read — details changed. Real reads from Leah or Elizabeth within 48 hrs.

Submit a live deal

[02] 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.

[03] 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.

[04] 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

[05] 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

[06] 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, or owner-finance note.
$2,750
Contract through close. All 80+ items. Collected upfront.
FlipBack-office execution for a standard flip file.
$1,500
Title, insurance, utilities, closing prep, document chase.
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.

[07] 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, rentals, and flips.

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.

[08] How It Works

Five steps from live file to back-office control.

No funnel gymnastics. Bring the real deal, get the read, clear the gates, and decide if REI Boss should run it.

01

Submit one live deal

Address, type, exit, bottleneck, and the current state of the file.

02

48-hour read

Green, yellow, and red gates from Leah or Elizabeth.

03

Clear the gates

Fix title, insurance, spread, docs, or exit before you sign.

04

Onboard the system

Portfolio intake, workflow config, and operating cadence.

05

We run the back office

Contract to close to portfolio monitoring.

[09] Bring Us A Deal

Send the live file. We will tell you what has to be true before you sign.

Real read within 48 hours. We only take what we can run well.

No cost, no pitch. Leah or Elizabeth reads the file before we talk about taking it on.