Outsourcing Built for Commercial Real Estate Firms

A commercial deal moves through a lot of hands between signed letter of intent and closing, and most of the work in between is coordination, not negotiation. We handle that coordination so your brokers stay focused on the deals only they can close.

What We Handle

Transaction coordination from contract to close, lease abstraction and administration, appointment setting for property tours, and CRM administration to keep deal records current.

What CRE Firms Typically Outsource

The pattern across this industry is consistent: the work below does not need to sit inside your office to be done well, and moving it out is usually the difference between your core team doing their real jobs or drowning in coordination.

• Transaction coordination: contract-to-close file management and deadline tracking
• Lease abstraction: key terms pulled into your database accurately
• Tour scheduling: appointment setting for showings and broker calendars
• CRM maintenance: deal records, contact data, and pipeline hygiene
• Marketing support: listing preparation, flyer updates, and email campaigns
• Accounts and reporting: CAM reconciliation support and owner reporting preparation

Why eleVAte

This work pairs directly with our appointment setting service and our real estate transaction coordinator role, both built around keeping a deal moving without adding headcount to your brokerage.

How an Engagement Starts

The first step is a discovery call: 20 to 30 minutes on your deal volume, your closing pipeline, and where files stall between LOI and close. From there we map the workflow with you, put the data handling terms in writing, and train your dedicated team inside the systems you already run. Most accounts go from first call to live coverage in two to four weeks, with a weekly check-in from day one so quality is something you see, not something you hope for.

Common Questions

What does a transaction coordinator handle on a commercial deal?

Everything between signed LOI and closing that is coordination rather than negotiation: document collection, deadline tracking, party communication, and file completeness. Your brokers stay on the relationship; the file moves without them chasing it.

Can you work with our deal management platform?

Yes. Whether you run a CRE-specific platform or a general CRM, the team works inside your system so pipeline reports stay accurate without a separate tracking layer.

Is lease abstraction accurate enough to rely on?

Abstraction runs against a field checklist you approve, with a second-pass review before anything enters your database. For portfolios where a missed option date is expensive, that double-check is the point of the service.

Can you support residential brokerages too?

Yes. The transaction coordination and appointment setting model transfers directly; residential simply runs at higher deal volume with faster cycles, which is a staffing question rather than a capability one.

Where To Go Next

Back Office Team

Data entry, processing and admin handled by a dedicated team.

A 20 to 30 minute discovery call is enough to scope the role, the team, and the timeline.

No pressure and no sales script. You talk with the team that would actually run your account.