
One Observation
When AI Starts to Reason, Not Just Respond
I've watched every new AI model release over the past few years and with each one I've had the same question in the back of my mind: is this
Our tools help brokers do what they do — but better. Streamline your operations, create clarity in your communications, and uncover unparalleled insights. Built by brokers, for brokers.
01 · Find
OS Prospects
Automate your follow-up cadence so no prospect ever goes cold.
02 · Close
Deal View
Every deal, note, and goal in one view — from LOI to closing.
03 · Get paid
OS Back Office
Vouchers, invoices and commissions — reconciled automatically.
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Why CRE OneSource
If it’s hard to use, it won’t get used. OneSource is intuitive enough that it becomes part of your daily routine in days, not months.
We’ve done the deals and felt the pain. Every feature is shaped by people who’ve actually worked the phones and closed the deals.
No half-day data entry. OneSource — now with AI — does the busywork so you can focus on what you do best: doing deals.
Clarity on your pipeline, your goals, and your money — so you can make decisions like the owner of your book.
Loved by brokers
Implementing OneSource has become a cornerstone of how I track my business and hold myself accountable. What sets this platform apart is the guidance and leadership behind it — Craig Coppola has created a brokerage operating system.
Darrick Klamut, CCIM
The team has been arguing for about a year that we need to get something that will work well for us. I think we found it with OneSource.
Micah Williams
I’ve reviewed and sat through demos for 10-15 CRMs. My goal is to let our team do what we do best — do deals — but still keep track of everything. OneSource covers everything we need.
Scott DiGuglielmo, SIOR
Our story
CRE OneSource was born out of one of the most successful brokerage careers in the country — 40 years, 4,000+ transactions — and one simple frustration: generic software wasn’t built for how brokers actually work. So we built our own.
Thought leadership

One Observation
I've watched every new AI model release over the past few years and with each one I've had the same question in the back of my mind: is this
CRE – The Unspoken Truth
On today's episode of CRE – The Unspoken Truth, we talk through negotiating with your own client. Sometimes the best thing a broker can do fo
CRE – The Unspoken Truth
On today's episode of CRE – The Unspoken Truth, we dig into the responsibility shift that comes with starting your own firm, or your own team
See CRE OneSource live — from prospect to payment, with your own deals.