CRE OneSource
Broker-built platform uniting prospecting, deal tracking, and back office.
About CRE OneSource
CRE OneSource is a brokerage operating system built specifically for commercial real estate brokers, founded by veteran broker Craig Coppola. The platform combines three core modules: OS Prospects for lead management with automated follow-up cadences, Deal View for tracking deals from letter of intent through closing, and OS Back Office for commission and payment processing with automated vouchers, invoices, and reconciliation. AI features automate data entry and administrative tasks, and the platform is accessible on mobile. The company reports use by 500+ companies across 48 U.S. states.
✓ Pros
✓Purpose-built for CRE brokerage workflows rather than adapted from residential tools
✓Covers the full cycle from prospecting through commission reconciliation in one system
✓Founded and designed by a practicing CRE broker
✗ Cons
✗No published pricing; requires contacting sales
✗Smaller vendor compared with established CRE CRM incumbents
✗U.S.-focused platform
Who This Is For
Roles
Company Size
Property Types
CRE OneSource Features
✦ OS Prospects
Lead management with automated follow-up cadences so prospects are not abandoned.
✦ Deal View
Centralized deal tracking from letter of intent through closing, with notes and goals.
✦ OS Back Office
Commission and payment processing with automated voucher, invoice, and reconciliation workflows.
✦ AI Assistance
Automation for data entry and administrative tasks.
✦ Mobile Access
Mobile-accessible experience for brokers working in the field.
CRE OneSource FAQ
How much does CRE OneSource cost?
CRE OneSource does not publish pricing; it is contact for pricing. Contact the vendor for a quote.
Who is CRE OneSource for?
CRE OneSource is built for Brokers, Brokerage Principals, Back-Office Administrators, working with commercial properties.
What are alternatives to CRE OneSource?
Popular broker tools alternatives include Avison Young, BrokerAssist, Buildout.
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