Lead list built
Tour scheduled
Rent comps pulled
Cold-email sequence
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
Survey drafted
Submarket report
Vendor follow-up
Inquiry responses
Addendum drafted

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
24/7Availability
Built by former CBRE & JLL brokers

See the back office
run in real time.

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

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
CRE expertStrategy + oversight
+
AI AgentsAlways on, instant
01

Lead generation

  • Prospect lists
  • Cold outreach
  • Inquiry responses
02

Transaction management

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

Marketing

  • Surveys + flyers
  • Listing posts
  • Brand collateral
04

Research

  • Rent + sale comps
  • Market reports
  • Financial analysis
Fast. Proactive. Fully managed.

Work reaches us
the way you already send it.

No portal, no new software, no ticket queue. You send the email you were going to send anyway, and it comes back done.

riverside business park, updated suitesInbox
SC
Sarah Chen<s.chen@yourfirm.com>Today, 9:04 AM
to operations@yourfirm.com

two suites just came avail in bldg A, can you refresh the flyer and the availability report. current brochure and rent roll attached

thx

Sarah ChenSenior Associate, Office & IndustrialYour Firm CommercialD 602.555.0148 · M 602.555.0193s.chen@yourfirm.com
2 attachments
PDFRiverside brochure.pdf2.4 MB
XLSRent roll, Aug.xlsx88 KB
ReplyForward

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.

Offering

Super Assistant

Embedded in your deals. Working before you ask.

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

  • Done-for-you comps, lease abstracts, LOIs, research, flyers, and more
  • Submit tasks by email, text, or online portal
  • Same-day turnaround on deliverables
  • 24/7 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
30-day 100% money-back guarantee. Zero risk.

The brokerages running
on Task Wizard.

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

Buy, don't buildExpert team without the buildout
You guys are incredibly helpful to me because I can either build it or buy it. I'd much rather choose the latter. I'd rather just pay you guys to be the experts and do what I do.
Alex ProvostManaging Principal · True Equity Group
01/04

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.