Questions about a fully managed CRE back office.

Everything CRE brokers, investors, and property managers ask before plugging CRE Task Wizard into their workflows.

• What is a CRE back office?

  A CRE back office is the operational layer behind a commercial real estate brokerage, investment firm, or property management group. It handles everything that isn't the broker on the phone: lead generation, offering memorandums, marketing collateral, transaction coordination, rent and sale comps, tenant research, and CRM hygiene. CRE Task Wizard delivers that back office as a fully managed service, combining CRE-trained operators with industry-specific AI.

• How is CRE Task Wizard different from a virtual assistant company?

  Generic virtual assistant agencies hire general admins and ask you to train them. CRE Task Wizard hires operators with commercial real estate backgrounds, trains them on CRE-specific workflows (LoopNet, CoStar, Crexi, Salesforce, Apto, Buildout, ClientLook), and pairs them with proprietary AI for offering memorandums, prospect lists, and research. You get a CRE operations team, not a freelance admin.

• Who uses CRE Task Wizard?

  Solo commercial brokers and investment sales teams use us to scale without hiring W-2 admin staff. Mid-size brokerages use us to standardize OMs and marketing. Property management firms use us for tenant research and reporting. CRE investors use us for sourcing, comp analysis, and underwriting support. We work across office, industrial, retail, multifamily, and land.

• Is this a better alternative to using CBRE, JLL, or another national brokerage's internal teams?

  We're an alternative to building or expanding your own back office, not a brokerage. Independent brokers and boutique firms use us to access the same caliber of operations support that brokers at CBRE, JLL, Cushman & Wakefield, Colliers, Newmark, and Avison Young get internally, without the headcount cost or the brokerage giving up their independence.

• How fast can we get started?

  Most teams are live in under two weeks. A discovery call (typically the same week you reach out) scopes the workflows. Onboarding wires up your tools, brand assets, and SOPs. By week two your dedicated operator is in your stack producing work. Premium plans can move faster.

• Is your team US-based?

  Yes. CRE Task Wizard is headquartered in Austin, Texas. Our operators are CRE-trained and overseen by US-based account leads. We serve clients across the United States.

• What does it cost?

  We offer three plans: Base for solo brokers who want lead gen and admin offloaded, Core for active producers who need OMs and transaction coordination, and Premium for teams who need a managed back office across multiple seats. Each plan is a flat monthly subscription with no per-task billing. Specific pricing is shared on the discovery call.

• Is there a contract or a guarantee?

  Month-to-month. Cancel anytime. We back every new engagement with a 30-day, 100%, money-back guarantee. If we aren't a fit in the first month, you don't pay.