Your data lives in 5 different places
Data is spread out between a CRM, sticky notes, legal pad, spreadsheets and your phone. Nothing talks to each other and the call you forget is the deal you lose.
The Commercial Real Estate Platform That Follows the Deal to the Check
Prospecting, pipeline, and paycheck, connected in one platform.
CRE OneSource is a commercial real estate platform built by brokers. Track every contact, property, and deal from the first call to closed commission, without any gaps.
OS Back Office
OS Deal View
Most brokers today
Half of your week is data entry.
Most brokers across the country are losing 20+ hours a week due to manual data entry. That’s not why you became a broker.
It wasn’t built for CRE deals
Generic CRMs don’t think the same way that brokers do. You spend weeks customizing each field, and it still doesn’t work the way you do.
Every record is written or typed by hand
After each tour or phone call you write down your notes and try to remember to plug it back into your computer.
How it works for you
From first call to closed deal, in one record
The contact you prospect becomes the deal you track, and nothing gets re-entered along the way. You stop typing records and start approving them.
OS Prospects
Get the business and never let it go cold
Every contact, company, and property in one place, with a daily list of who to call, email, and follow up with. Talk to your phone on the drive back from your tour and let AI update the system.
When they are ready, convert them to a deal
Deal View
Real visibility into your pipeline
See every deal by its stage from LOI to close and know what’s moving, what’s stuck, and what your commission looks like.
Join a team later and the deal flows straight to its back office
Buyers checklist
What should a broker look for in a CRM?
Property and contact records
See all your relationships in one place and how they fit into the market.
A pipeline tracker built for CRE
Tenant rep, landlord, acquisition, disposition, and sale, by stage, type, and value.
Your commission, at a glance
What you’ve earned, what’s ahead, and what’s been paid on every deal.
Practical AI workflow
AI won’t replace you, but it should give you more time in front of clients.
Human in the loop
AI prepares the record. You approve, edit, or reject it in seconds.
The data is yours
You’ve worked hard for your data, so you deserve to own it.
Side by side
Three ways to run your book. One built for it.
QuestionCRE OneSourceThe CRE operating systemGeneric CRMSalesforce, Monday.com, HubSpot, PipedriveSpreadsheets & notesWhat most brokers start with
Best for
CRE OneSourceCRE brokers, teams, and brokerages
Generic CRMSales teams selling software, not commercial space
Spreadsheets & notesCRE brokers starting out
The catch
CRE OneSourceNone. It’s built around how CRE deals work.
Generic CRMMonths of setup, endless fields, low broker adoption
Spreadsheets & notesFollow-ups live in your head, and deals die there
Verdict
CRE OneSourceBuilt for how brokers actually work
Generic CRMPowerful, if you hire someone to customize and run it
Spreadsheets & notesFree until it costs you a deal
For teams, brokerages & back office software
The expensive part of the deal is happening after it closes.
Brokerages have been sold platforms for years, and most of them stop at the sale. The voucher, the split, the invoice, and the payment happen somewhere else, typed in again by someone else. Re-entry between closing and accounting is where errors and delays begin.
Every deal gets typed twice
The broker tracks the deal in their system while accounting re-types it into another.
The admins need to chase the brokers
Missing addresses, co-broker splits, signed documents. Operations spends the week asking for information that should have been on the deal when it closed.
Adoption is low
Thousands of dollars and hundreds of hours are spent customizing a system that most brokers end up not touching.
OS Back Office
The closed deal arrives with its numbers already attached
Back Office isn’t a separate accounting tool bolted onto a CRM. It’s the last step of the same record your brokers have been working since the first call.
OS Back Office
One-Click Voucher: Drop in the lease. The voucher fills itself.
Add the signed lease or sale agreement and AI reads it for you. Skip the back and forth and just review it and approve it.
From the signed document to approved voucher in 2 minutes
Commission splits
Brokers, co-brokers, outside brokers, and the house, calculated once from the deal.
Vouchers and invoices
Generated from the deal record, not re-typed from a closing email.
Accounts receivable
Outstanding payments and due dates on one board, so nothing ages quietly.
Broker payables
What’s owed to each broker, and when, before they have to ask.
QuickBooks sync
The books stay current without a second round of data entry.
- OS ProspectsThe broker works the contact
- Deal ViewThe deal moves from LOI to close
- OS Back OfficeAccounting splits, vouchers, and invoices it
For owners and managers
Every broker's pipeline, one view
See pipeline and production by broker, team, deal type, source, asset type, and industry. Weighted and unweighted transaction value and commission. Goals and activity for brokers, teams, and the whole firm.
What changes
What one platform does for your brokerage
Own your data
Contacts, deals, and financial records belong to your brokerage, not to individual brokers. Client data is never used to train AI models.
Reduce data input from support staff and brokers
Voice notes and documents become records brokers approve, so less is typed by hand.
Remove duplicate entry and build scalable systems
A deal entered once flows from pipeline to vouchers, invoices, and accounting, so the process holds up as the firm grows.
Visibility into your receivables and pipeline
See what’s in the pipeline and what’s owed by broker, team, and deal type, in one place.
Track your buyers and tenants in the market
Keep requirements, timing, and activity on every active buyer and tenant, so no one goes cold.
Create reports for landlords
Pull marketing and activity reports for your listings straight from the record.
Side by side
Three ways to run your book. One built for it.
QuestionCRE OneSourceThe CRE operating systemGeneric CRMSalesforce, Monday.com, HubSpot, PipedriveSpreadsheets & notesWhat most brokers start with
Best for
CRE OneSourceCRE brokers, teams, and brokerages
Generic CRMSales teams selling software, not commercial space
Spreadsheets & notesCRE brokers starting out
The catch
CRE OneSourceNone. It’s built around how CRE deals work.
Generic CRMMonths of setup, endless fields, low broker adoption
Spreadsheets & notesFollow-ups live in your head, and deals die there
Verdict
CRE OneSourceBuilt for how brokers actually work
Generic CRMPowerful, if you hire someone to customize and run it
Spreadsheets & notesFree until it costs you a deal
Get your week backSee the deal from first call to commission check
A walkthrough built around your questions and how your team works today.
Built by brokers who’ve been where you are.