Acquisitions

Core department

Answer first. Underwrite fast. Offer with confidence.

Give every lead a fast response, every rep a discovery process and every offer a documented basis. Keep the next action visible from first contact to signed contract.

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The problem

When acquisitions runs on memory, you pay for the gaps.

  • 01

    A new seller lead goes cold while the team decides who should call.

  • 02

    An offer leaves your desk without clear comps, repairs or margin.

  • 03

    A rep skips discovery, so the real objection appears after the offer.

The process

A clear stage. A clear next action.

This is how work moves through Acquisitions in REI Boss. Each stage carries the context the next owner needs.

  1. 01

    Lead In

    Capture the source, property and assigned owner.

  2. 02

    Speed to Lead

    Put first contact on a visible clock.

  3. 03

    Discovery

    Document motivation, condition, timing and decision-makers.

  4. 04

    Underwriting

    Review comps, repairs and estimated MAO.

  5. 05

    Offer

    Prepare a supported offer for a person to approve and send.

  6. 06

    Negotiation

    Track objections, follow-up and the next commitment.

  7. 07

    Contract Signed

    Pass the signed agreement and deal context forward.

What’s inside

The tools belong to the process.

Keep the work and the context together, from the first action to the completed handoff.

Speed-to-lead timer

Make first-touch urgency visible with a timer and alerts. Give the lead a clear owner.

Calls & SMS context

Keep click-to-call and message history close to the property. Replies remain drafts for a person to send from the outbound system.

Guided discovery

Work through the approved call scripts and capture the seller’s situation. Keep decision-makers and timing in the file.

Property & owner data

Keep available property enrichment and owner context together. Give underwriting a usable record rather than scattered notes.

Comps, repairs & MAO

Review comparables and repair assumptions beside an estimated maximum allowable offer. See the basis before discussing price.

AI offer preparation

Draft an offer using the deal context and escalation rules. A person reviews and sends any seller-facing outreach.

Negotiation scripts

Give reps a consistent way to handle objections. Record the next action instead of relying on memory.

Purchase agreements

Keep e-sign purchase agreements linked to the deal. Hand off the signed version with the context the next owner needs.

Seats & ownership

One outcome. A named owner.

These are accountabilities, not a headcount requirement. One person can hold more than one seat; the outcome still needs a clear owner.

01

Lead manager

Own intake, assignment, first contact and follow-up coverage.

02

Acquisitions representative

Own discovery, appointments, negotiation and the next action.

03

Underwriter / acquisitions lead

Own underwriting assumptions, offer review and escalations.

Scoreboard

Review the signals that matter.

A useful scoreboard turns the weekly conversation from opinions into specific questions.

Speed to lead

Tracked automatically

Contact rate

Tracked automatically

Appointments set

Tracked automatically

Offers made

Tracked automatically

Contracts signed

Tracked automatically

Cost per contract

Tracked automatically

BOSS AI at work

An informed brief. A human decision.

Your AI Chief of Staff works with acquisitions context to surface what needs attention. People own approvals, outreach and commitments.

  • Flags untouched leads and missing next actions.

  • Brings discovery gaps and relevant negotiation scripts into view.

  • Drafts offer context and follow-ups for review, not automatic sending.

  • Briefs the seat owner on stalls and escalations.

The baton pass

The next team should never start from scratch.

Work comes in

Marketing

An attributed lead arrives with source and property context.

Acquisitions

The baton goes to

Dispositions + Transaction Management

A signed purchase agreement passes with discovery notes, underwriting and deadlines.

Trainings

Acquisitions Trainings

Coming soon

Acquisitions: the daily rhythm

Start the day with priorities, owners and the next action.

Coming soon

Run the process

Move work through each stage with clear completion criteria.

Coming soon

Read the scoreboard

Review the signals, surface issues and prepare the next handoff.

Questions, answered

Acquisitions, without the guesswork.

Turn a fast response into a well-supported contract.

Book a Demo