Our story
40 years and counting.
CRE OneSource didn’t start in a lab. It started on the phones, in the field, and across 4,000+ closed deals — born from one of the most successful brokerage careers in the country.
Meet our CEO
The broker who built the platform.
Craig Coppola spent four decades as one of the most successful brokers in the country — repeatedly the #1 producer at Lee & Associates, with more than 4,000 closed transactions to his name.
He didn’t set out to build software. He set out to fix a problem he lived every day: generic tools that slowed brokers down instead of speeding them up. CRE OneSource is the system he wished he’d had — built from the deals, for the people who do them.
Craig Coppola
Founder & CEO, CRE OneSource
How we got here
Built by a broker who lived the problem.
The career
40 years. 4,000+ deals.
Our founder Craig Coppola spent four decades as a top producer — repeatedly the #1 broker at Lee & Associates, the 7th-largest CRE brokerage in the country. He knows the work because he did the work.
The pain
Generic software didn’t fit.
Every CRM on the market was built for everyone — and therefore for no one. Brokers were spending half their day on data entry instead of doing deals.
The answer
So we built our own
After talking to brokers, we heard 3 things: brokers were begging for something simple, specifically designed and created for CRE brokers, and inexpensive. So we did just that.
- Years of brokerage experience
- 40
- Transactions behind the product
- 4,000+
- Companies on the platform
- 500+
- States
- 48
The journey
One platform, built one piece at a time.
March 2023
OS Deal View
The gold standard for pipeline tracking.
Live, dynamic transaction analytics — so brokers could finally lose the Excel spreadsheets and see their whole pipeline in real time.
January 2024
OS Prospects
Prospecting, made simple.
An automated follow-up cadence and a daily call list, so brokers never drop a ball again.
September 2024
Mobile Experience
The whole platform, in your pocket.
Because the best brokers aren’t at a desk — they’re in the field, between meetings, and on the move.
October 2025
OS Back Office
Get paid, without the fire drill.
- Streamlined invoicing and vouchers
- Compliance made easy
- A single source of truth for the money
2026 · What’s next
AI across the platform
Technology that does the busywork.
Ask AI to Update, AI One-Click Vouchers, and a mobile voice assistant — so the software works for you, not the other way around.