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CRE Task Wizard
Lead list built
Tour scheduled
Rent comps pulled
Cold-email sequence
CRM updated
Tenant rep call logged
LOI sent
Inbox triaged
Deal tracker updated
OM drafted
Property research
Marketing flyer
LinkedIn prospecting
Transaction management
Comp set built
Listing posted
Tour follow-up
AI workflow setup
Owner skip-trace
Loopnet listing
Pipeline cleanup
BOV created
Submarket report
Vendor follow-up
Estoppels collected
TC checklist sent

the fully managed back office
for commercial real estate.

An AI-powered back office that outperforms the world's largest CRE firms, for less than a single US hire.

0+CRE Clients
0+Hours Saved
24/7/365Availability
Built by former CBRE & JLL brokers
Watch

See the back office
run in real time.

See how CRE-trained operators and industry-specific AI run your back office, end to end.

no signup required
How it works

One partner.
Your entire back office.

Our team of CRE experts & AI agents work together to manage you. Not the other way around.

You (The Broker)
One point of contactYour operations partner
AI agentAlways on, instant
+
CRE expertStrategy + oversight
01

Lead generation

  • Prospect lists
  • Cold outreach
  • CRM hygiene
02

Transaction mgmt

  • LOI to close
  • Vendor follow-up
  • Milestone tracking
03

Marketing

  • OMs + flyers
  • Listing posts
  • Brand collateral
04

Research

  • Rent + sale comps
  • Market reports
  • Financial analysis

Fast. Proactive. Fully managed.

Process

Your back office
built for speed.

You don't have to learn how to use us. We learn how to work for you.

01
Day 0

Discovery call

We learn your business, your deals, your tools, your workflows. No homework on your end.

02
Day 1–2

We onboard ourselves

We connect to your systems, configure AI workflows, and embed in your email. You don't lift a finger.

03
Day 3+

Work starts flowing

We start finding and doing the work. Proactively. You're not delegating. We're already running.

04
Ongoing

Stay on the phones

You run the deals. We run the back office. No daily check-ins, no managing. Just output.

Plans

Your back office,
handled.

Base

Done-for-You Task Execution

Send us work. Get it back done.

Services included6/11
  • Done-for-you comps, lease abstracts, LOIs, research, flyers, and more
  • Submit tasks by email, text, or online portal
  • 3-minute response time on every request
  • Fast turnaround on deliverables
  • 24/7/365 access, nights, weekends, holidays
  • AI-assisted execution with specialist review
  • We respond to your clients, lenders, and vendors as your team
  • Inbound response handling, lead follow-up, and qualification
  • Weekly 1-hour strategy call to optimize your operations
  • Done-for-you cold calling, lead gen, and social media
  • Full CRM and document storage. Cancel your tools

Core

Embedded in your deals. Working before you ask.

We look like your employee. Your clients never know the difference.

Services included9/11
  • Done-for-you comps, lease abstracts, LOIs, research, flyers, and more
  • Submit tasks by email, text, or online portal
  • 3-minute response time on every request
  • Same-day turnaround on deliverables
  • 24/7/365 access, nights, weekends, holidays
  • AI-assisted execution with specialist review
  • We respond to your clients, lenders, and vendors as your team
  • Inbound response handling, lead follow-up, and qualification
  • Weekly 1-hour strategy call to optimize your operations
  • Done-for-you cold calling, lead gen, and social media
  • Full CRM and document storage. Cancel your tools

Premium

One Team. One Operating System. Zero Tools.

Cancel your tools. One team, one system, everything runs through us.

Services included11/11
  • Done-for-you comps, lease abstracts, LOIs, research, flyers, and more
  • Submit tasks by email, text, or online portal
  • 3-minute response time on every request
  • Same-day turnaround on deliverables
  • 24/7/365 access, nights, weekends, holidays
  • AI-assisted execution with specialist review
  • We respond to your clients, lenders, and vendors as your team
  • Inbound response handling, lead follow-up, and qualification
  • Weekly 1-hour strategy call to optimize your operations
  • Done-for-you cold calling, lead gen, and social media
  • Full CRM and document storage. Cancel your tools
30-day 100% money-back guarantee. Zero risk.
Testimonials

The brokerages running
on CRE Task Wizard.

Brokerages, investors, and property managers run their back office with Task Wizard.

2× revenue3× free time, over 3+ years
I've been using CRE Task Wizard for almost 4 years now and they have helped me leverage my time and scale my business in an efficient and cost-effective way. I've 2x'd my revenue and 3x'd my free time.
Chris DrzyzgaPartner · Voit Real Estate Services
01/04
Blog

Field notes
from the back office.

Operating playbooks, AI guides, and field notes from the team behind CRE Task Wizard.

01Playbook

How a fully managed CRE back office gets up and running in 72 hours

How CTW onboards itself into your stack. Tools, AI workflows, and email. In three days, not three weeks.

6 min read · Apr 2026Read
02AI guide

The AI stack every commercial broker should know in 2026

Eight tools we deploy across lead-gen, comps, OMs, and follow-up. What each replaces and where humans still win.

9 min read · Apr 2026Read
03Case study

How a 4-broker team closed 38% more deals after offloading their back office

Inside the workflow rebuild that gave a Phoenix industrial team back ~22 hours a week each.

4 min read · Apr 2026Read

Stay on the phone.
We'll handle the rest.

30-minute discovery call with an in-house CRE expert. Walk away with a back office strategy, even if you never hire us.