Exit strategy gate
Make the intended exit explicit before launching the deal. Keep the rationale attached to the file.
Dispositions
Core departmentChoose the exit before you launch. Match the property to real buy boxes, organize showings and compare offers without losing the contract’s context.
The problem
A signed contract sits because nobody has chosen the exit.
Buyer records are duplicated, stale or missing a useful buy box.
Offers get scattered across messages while the assignment deadline gets closer.
The process
This is how work moves through Dispositions in REI Boss. Each stage carries the context the next owner needs.
Receive the agreement and underwriting from Acquisitions.
Choose wholesale, wholetail, flip, rental or novation.
Compare the property with buyer criteria.
Prepare the approved deal package and outreach drafts.
Coordinate access and record buyer interest.
Compare price, terms and readiness to close.
Pass the executed assignment to the closing owner.
What’s inside
Keep the work and the context together, from the first action to the completed handoff.
Make the intended exit explicit before launching the deal. Keep the rationale attached to the file.
Match available buyer criteria to the property. Work from a structured database rather than a personal message list.
Keep buyer records connected to the right contact. Reduce confusion when a buyer appears in more than one conversation.
Prepare the deal package and SMS or email blast drafts. A person approves and sends outreach from the outbound system.
Coordinate property access and buyer appointments. Keep showing context with the deal.
Keep offers and terms in one place. Compare the complete offer, not just the headline price.
Link e-sign assignments to the deal. Pass a signed file and clear obligations to Transaction Management.
Seats & ownership
These are accountabilities, not a headcount requirement. One person can hold more than one seat; the outcome still needs a clear owner.
Own exit selection, launch readiness and assignment outcomes.
Own buyer criteria, response follow-up and showing coordination.
Receive the executed assignment and own the closing checklist.
Scoreboard
A useful scoreboard turns the weekly conversation from opinions into specific questions.
BOSS AI at work
Your AI Chief of Staff works with dispositions context to surface what needs attention. People own approvals, outreach and commitments.
Flags deals that have stalled before launch or assignment.
Surfaces buyer and offer context for the deal owner.
Drafts deal updates and follow-ups for a person to send.
Briefs the team on blockers before the assignment window closes.
The baton pass
The signed contract and underwriting arrive together.
Signed assignments go to closing; approved flip or rental paths go to renovation planning.
Trainings
Start the day with priorities, owners and the next action.
Move work through each stage with clear completion criteria.
Review the signals, surface issues and prepare the next handoff.
Questions, answered