Simplify / Level up / Grow
One platform. The whole deal.
From the first cold call to the commission check, CRE OneSource runs your entire deal lifecycle — so nothing slips through the cracks and you always get paid.
01 · Find
Win the lead
Learn moreOS Prospects
Automate your follow-up cadence so no prospect ever goes cold.
02 · Close
Close the deal
Learn moreDeal View
Every deal, note, and goal in one view — from LOI to closing.
03 · Get paid
Collect the check
Learn moreOS Back Office
Vouchers, invoices and commissions — reconciled automatically.
OS Prospects · Prospecting, simplified
Never drop the ball again.
Effortless prospecting, built by brokers for brokers. Every call, email, and follow-up — prioritized and queued up for you, automatically.
- An automatic call list. Your follow-ups, prioritized daily — stay consistent without thinking about it.
- Never more than two screens deep. Everything on a prospect is one click away.
- Analytics for brokers. Activity, conversions, and pipeline sources at a glance.
“I started automating the follow-ups, stayed consistent, and won 2 accounts within 1 month of getting the tool.”
OS Deal View · Pipeline & deal tracking
Watch every deal grow.
From LOI to closing, every deal, note, and goal lives in one place. See your whole pipeline — and exactly where you’ll land — at a glance.
- Live pipelineEvery active deal and stage, always current.
- Notes per dealCatch anyone up in one place, instantly.
- Goal trackingSee your path to your number, all year.
- Volume insightsKnow where you earned your money.
“Last week I had 2 deals slipping through the cracks and OneSource saved me. I love it — it’s phenomenal.”
OS Back Office · Vouchers, commissions & payments
Close the deal. Let the back office close itself.
Vouchers, commission splits, and payment tracking — reconciled automatically, so month-end stops being a fire drill.
- Commission tracking. No excel. Auto generated broker tiers and payables.
- Voucher management. Generated and tracked against the deal they belong to.
- Payments & A/R. What’s invoiced, collected, and still outstanding — at a glance.
“It helps me be proactive with all my deals. It also helps me track my outstanding commission payments.”
How it fits together
The broker-to-accounting flow
Mobile Experience · The platform, in your pocket
Run the whole deal from the field.
Your call list, deals, and contacts travel with you. Work straight down today’s activities, log a call, or capture a contact between showings — then pick up right where you left off at your desk.
- Your prioritized call list loads the moment you open the app.
- One-tap Call & Mark Completed right from the activity card.
- Quick-add anything — contact, task, or note — before you forget it.
“Everything is great. In my opinion, every broker should be using this.”