$100K in new pipeline in your first 60 daysApply for the waitlistOr you do not payApply for the waitlistA fully managed back office, no new toolsApply for the waitlistOne brokerage onboarded per weekApply for the waitlistApply
Task Wizard logo
Task Wizard

the fully managed back office
for commercial real estate.

0+CRE Clients
0+Hours Saved
Built by former CBRE & JLL brokers

01 · Sourcing

Every owner, every parcel.
Found for you.

Lead generation, owner skip-tracing, and prospect lists built for your submarket, then followed up on.

  • Lead lists
  • Owner skip-trace
  • Cold-email sequences

02 · Research

Your market,
mapped before you ask.

Rent comps, sale comps, tenant research, and submarket reports, pulled and formatted the way you already use them.

  • Rent comps
  • Sale comps
  • Submarket reports

03 · Deliverables

Finished, in your format.
Ready to forward.

OMs, flyers, lease abstracts, and LOIs, built fast and checked by CRE-trained operators.

  • OMs & BOVs
  • Flyers
  • Lease abstracts

04 · Coverage

One partner.
Your entire back office.

One point of contact, an operations team behind them, and strategy oversight on top. Always on.

  • One point of contact
  • Weekly strategy call

How the work
gets done.

Our CRE experts and AI agents manage the work, so you don’t have to manage them.

L6
You (the broker)Requests by email, text or a call
L5
One point of contact

Your operations partner

CRE expertStrategy + oversight
AI agentsAlways on, instant
L4
01

Lead generation

Buyer prospecting packageSampleOwner-user industrial sale · Seattle · 254 buyers traced
Open the sample
Retail gap analysisSampleWhich tenants the trade area is missing · Olathe, Kansas
Open the sample
L3
02

Transaction management

Critical datesSampleIndustrial acquisition with leaseback · every date tied to its clause
Open the sample
L2
03

Marketing

Tenant space surveySampleSan Diego office + flex · 23 options, mapped and compared
Open the sample
Property websiteSampleFour properties · Columbus, Ohio · a page for each
Open the sample
L1
04

Research

Location caseSampleWhy a defense company should build in San Diego · two pages
Open the sample
Rent comparisonSampleExpansion proposal vs. the market · Irvine, California
Open the sample
Real estate roadmapSampleLab now, logistics later · Boston and Pittsburgh
Open the sample
Section A-ATask Wizard back officeSamples: client, broker and brokerage names are fictional. Real owner, contact and deal details removed.

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

Offering

Super Assistant

Embedded in your deals. Working before you ask.

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

Pipeline
$
Month 1Month 12
  • Done-for-you comps, lease abstracts, LOIs, research, flyers, and more
  • We respond to your clients, lenders, and vendors as your team
  • Lead generation / sourcing
  • Inbound response handling and lead follow-up
  • Submit tasks by email, text, or online portal
  • AI-assisted execution with specialist review
  • Same-day turnaround on deliverables
  • Fast response on every request
  • Weekly strategy call
We only take on clients we can help.

What our clients say

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
01/03