Questions about a fully managed CRE back office.
Everything CRE brokers, investors, and property managers ask before plugging Task Wizard into their workflows.
The back office is everything behind a commercial real estate deal that is not the broker on the phone. Flyers, offering memorandums, tour books, rent and sale comps, tenant surveys, lease abstracts, prospect lists, transaction coordination, and the reporting clients expect on a schedule. In most brokerages this work gets split between the broker doing it at night and an admin who was hired for something else.
You email us a request and we send back the finished work in your format, under your brand. Marketing collateral, market research, tenant and space surveys, tour books, ownership and contact research, prospecting lists, lease abstracts, LOI comparisons, recurring activity reports, and deal coordination from first draft to signature. If it is back-office work a broker would otherwise do themselves, it is in scope.
A VA agency hires a general admin and hands you the training problem. You write the SOPs, you explain what a rent comp is, you fix the work. We run the operation instead. Requests go to one email address, our team decides how each one gets done, and a commercial real estate specialist reviews it before it reaches you. You are buying finished work, not a person to manage.
A service. We use our own AI tooling to move faster, but you are not buying a login. There is no seat to configure and no platform for your team to adopt. The deliverable is the product.
Only if you tell them. Everything is produced in your brand, on your templates, and goes out under your name. When we respond to a lender, a vendor, or a listing broker on your behalf, we do it as part of your team from an address at your domain.
Solo brokers who want to stop doing their own marketing at 10pm. Boutique and mid-size brokerages with no dedicated marketing or transaction coordination staff. Teams inside national firms who want leverage beyond what the corporate platform gives them. Investors and property management groups who need sourcing, comps, and recurring reporting. We work across office, industrial, retail, multifamily, and land.
No. Solo brokers are one of the most common starting points, because a solo broker is the one person who cannot hand anything off. The work is the same whether it comes from one broker or five.
No, and we say this on every call. Your admin knows your clients, your files, and your quirks, and that is not something you want to rebuild. We take the production work off their plate so they can run the things only an internal person can. In practice they usually become the one routing requests to us.
Corporate marketing is shared across a lot of producers and works on its own queue. Teams come to us for the work that does not fit that queue: a flyer needed tomorrow, a tenant survey for a requirement that just landed, a prospecting list for one building. It sits alongside your platform rather than replacing it.
Our team and account leads are based in Austin, Texas, and most of our clients are US brokerages. We also work with Canadian brokerages. In markets where the big data platforms are thin, we lean harder on public records, brokerage sites, street-level research, and whatever internal data you can share.
Email. During onboarding we set up a dedicated operations address for your team, and anything sent there becomes a request. Forward a thread, attach a template, or write two lines. Some clients text instead. Both work.
No. There is no portal to check and no tool for your brokers to adopt. That is deliberate. Every system we have seen added to a broker's day eventually gets ignored, so we kept the interface as your inbox.
Within about fifteen minutes between 7am and 7pm Central, and usually faster. That first reply is not just an acknowledgment. It tells you how we plan to approach the request and when it will land, so you can correct us before the work starts rather than after.
Rent comp sets and availability reports come back same day if the request is in by noon, otherwise before 9am the next morning. Flyers and one-pagers, 24 hours. Lease abstracts, stacking plans, and LOI comparisons, 24 to 48 hours. Prospect lists and CRM work, 24 to 48 hours depending on size. Tenant surveys, 3 business days. Tour books, 48 hours or the day before the tour, whichever comes first. Deal coordination moves every single day.
Tell us in the request. We give you an honest estimate when the request comes in rather than agreeing to a date we cannot hit, and when you flag a rush we move it up the queue and tell you plainly what slips behind it.
There is no per-task charge and no volume meter. It is a flat monthly fee. What is finite is the working time behind it, which is why we publish turnaround times and tell you when a queue is full instead of quietly getting slower.
Send it back with what is wrong. Revisions are part of the service, not an extra. Most of the time the miss comes from a template or preference we had not seen yet, so we capture it and the next one is right without being asked.
Weekly calls through the first month, then on whatever cadence you want. We also keep a shared task tracker so brokers can see what is in flight without digging through email threads.
Both, chosen per task. AI is good at volume work like first-pass research, data assembly, and drafting. It is not good at judgment. So a US-based commercial real estate specialist reviews the work before it goes to you, and anything that needs real CRE judgment starts with a person.
We are headquartered in Austin, Texas. Account leads and the specialists who review your work are US-based. Parts of production are handled by trained team members offshore, which is part of why the pricing works. Nothing reaches you without US review.
That is the hiring filter. We recruit for CRE background and train on CRE workflows, not general admin skills. The company was started by brokers, so the standard for what a usable comp set or tour book looks like comes from having had to produce them.
You do not have to. We run our own research stack: public records, county and assessor data, brokerage and listing sites, Crexi, LoopNet, Google Maps and street-level verification, and skip tracing for owner and contact records. If you do want us working inside your CoStar or Crexi seat, we follow your firm's access policy and your license terms, and the people who touch it sign confidentiality agreements and work through managed credentials.
Good, not perfect, and we would rather be honest about that than sell you a clean number. Contact data decays constantly. We segment lists so you can see which records are verified and which are softer leads, and we re-verify anything you flag. Telling us what came back wrong is the fastest way to make the next list better.
Yes, and that is the point of onboarding. We build from your existing files. Send us the flyer you like, the survey format your clients expect, and your brand assets, and the output should be indistinguishable from what your own team would have produced. If you do not have templates, we will build a set with you.
Yes. We work inside whatever you already use, including Salesforce, HubSpot, Apto, Buildout, ClientLook, Google Workspace, and Microsoft 365. Your system stays the system of record. We do not ask you to move anything.
You do. Every deliverable, list, template, and file we create for you is yours, during the engagement and after it. If you leave, you keep the work product.
Client information is treated as confidential by default and is never shared across accounts or reused for another client's work. Team members sign confidentiality agreements, access to your systems is limited to the people who need it, credentials are managed rather than passed around, and access is revoked when someone comes off your account. We can provide our data privacy documentation before you send us anything.
Not without your approval. Anything going to an outside party is drafted and sent to you first. Once you tell us a particular type of message is fine to send on your behalf, we send those directly and copy you.
Yes. Send yours over before the discovery call if you want it in place first.
Access to your systems is revoked, and we hand back your files. Your templates, lists, and completed deliverables stay yours.
A flat monthly fee, with no per-task or per-hour billing. What it lands at depends on how many brokers are using it and what mix of work you send, so we quote it on the discovery call once we know that. It is consistently less than the loaded cost of the in-house hire it replaces.
Month to month. No annual commitment, and you can cancel at any time.
We run structured pilots for larger teams so a firm can prove it out on a few brokers before rolling it wider. Engagements are month to month with no annual commitment, so you are never locked in.
Most teams are live within two weeks, and some send their first request the day after the kickoff call. The first step is the discovery call, which maps your workflows and tools. Then we set up your operations email, collect your templates and brand assets, and run a short onboarding call with each broker.
Three things. An operations email address on your domain, your brand assets and a few examples of the deliverables you like, and fifteen minutes per broker to walk through how they want to send work. That is enough to start producing.
Pick the measure before you start. Most teams track hours returned to selling and pipeline added over the first 60 days. We review it with you on the weekly call rather than waiting for a renewal conversation.
A 30-minute discovery call with someone who has actually worked in commercial real estate. You will leave it with a plan for your back office whether or not you hire us.
Still have questions?
Talk to a CRE expert.
30-minute discovery call. Walk away with a back office strategy, even if you never hire us.