$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

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

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