Brokerage ops

Upload a signed commercial lease or sale document and let CRE OneSource fill the commission voucher, then route the voucher to an administrator before the invoice goes out

PLOT's AI for CRE Collective profiles CRE OneSource, an Arizona brokerage software company founded on the experience of Craig Coppola, a founding partner of Lee & Associates' Arizona operation, and aimed at independent commercial brokerages of about three to 20 people that still track commissions in Excel. In the workflow the company described to PLOT, a broker uploads a signed lease agreement or sale document to OS Back Office; the software scans the document and fills a commission voucher or closing sheet with the extracted transaction details, so nobody retypes the deal. The voucher goes to an administrator for approval before the software generates an invoice, and the software keeps records of commission splits, broker payables and outstanding payments and syncs the transaction to QuickBooks. The same platform includes OS Prospects, a CRM with prioritized call lists, and OS Deal View for deal stages and expected commissions. PLOT notes CRE OneSource has published no standard pricing and no independently verified time-saved figures, and that buyers should test the accuracy of AI-extracted transaction data and complex commission agreements against their own deals.

At a glance

Tools used
CRE OneSourceQuickBooks
Category
Brokerage ops
Audience
broker, team lead
Difficulty
No-code setup
Source
How CRE OneSource Automates the Brokerage Back Office
AI for CRE Collective (The Collective) · Article · Oct 30, 2026
First step
Pull your last five closed commercial leases and the commission vouchers your administrator made by hand, so you can upload the leases and compare the software's vouchers line by line before trusting the software on a live deal.

Compliance note: Have an administrator or managing broker approve every voucher before an invoice goes out, check negotiated commission terms, referral fees and co-broker splits against the signed agreements, and follow your state's rules on paying commissions only to licensed brokers.

Suggested prompt

Written by this directory, inspired by the source. Replace the [bracketed] parts.

Here is a signed commercial lease: [paste or attach]. Extract the fields our commission voucher needs: landlord, tenant, premises address and suite, square footage, lease commencement date, term in months, base rent schedule, free rent, and any commission clause. Then calculate the total lease value and the commission under this schedule: [paste commission schedule and broker splits]. Show each calculation step, quote the lease section behind every number, and list any field the lease does not state instead of guessing.

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