Buyer capital goes unmatched
Buyer preferences sit separately from listings, so qualified opportunities depend on memory and manual searches.
CRE Deal Tracker OS
Your brokerage data should create opportunities.
Connect buyer criteria, active listings, deal reviews and lease renewal windows in one configurable Airtable and Make.com operating system.
Built for boutique CRE brokerages, independent advisors, syndicators and investment teams.
Active properties24
Qualified buyers68
Renewals tracked17
NEW QUALIFIED MATCH
Riverside Industrial × Northstar Capital
REVIEWRiverside Industrial × Northstar Capital
Budget ✓ Asset type ✓ Minimum cap rate ✓
Lead captured
→Criteria checked
→Deal created
One connected system for the work that drives revenue4 relational tables3 automation blueprints90 / 60 / 30 day alertsFully editable
The operational gap
Stop asking spreadsheets to run a brokerage.
Static files can store information. They cannot reliably connect people, properties, live opportunities and future renewal windows.
Deal context gets fragmented
Property, contact and pipeline information spreads across sheets, inboxes and personal notes.
Renewal windows arrive quietly
Lease dates can be recorded without creating the timely action a broker needs to secure the next conversation.
Relational foundation
Four tables. One clear operating picture.
The system keeps each type of record clean while linking the information your team needs to act.
01 Properties
- Address and asset class
- Asking price and cap rate
- Listing status and specifications
02 Contacts
- Investors, tenants and sellers
- Budgets and target assets
- Minimum cap-rate criteria
03 Deals
- Linked buyer and property
- Match review and stage
- Broker ownership
04 Leases
- Tenant and property
- Rent and expiration
- Alert status and history
Connected automatically through Airtable and Make.com
Three automation engines
Useful work happens when the data moves.
Each blueprint handles a specific workflow and can be edited as your process develops.
01
Lead Intake and Instant Match
Receives a web lead, creates or updates the contact by email, checks budget, asset type and minimum cap rate, then creates qualified deal records.
02
New Listing Buyer Matcher
Scans the buyer pool when an active listing enters the system and creates matches while checking for existing property-buyer deals.
03
Lease Expiration Sentinel
Monitors 90, 60 and 30-day milestones, sends the relevant manager alert and preserves alert history to prevent repeated notifications.
Two minute product tour
See the system without the sales speech.
Press play for a silent, captioned walkthrough. Replace this built-in tour with your final recorded video at any time.
0:00 – 0:25
From scattered records to visible risk
Manual sheets keep lease dates, investor criteria and listings apart. The system begins by giving every record a clear home.
AddressLease dateBuyer
1840 Market St12/22/26?
55 Riverside Dr03/14/27Northstar
802 Commerce Rd??
17 Foundry Ln08/02/28Atlas
0:25 – 1:05
A relational Airtable base
Properties, Contacts, Deals and Leases remain distinct, but every important relationship stays connected.
CRE Deal Tracker OS
Properties24 records →
Contacts68 records →
Deals31 records →
Leases17 records →
1:05 – 1:40
Three autonomous workflows
Capture leads, match both sides of your database and surface lease milestones before the opportunity disappears.
Webhook→Contact→Criteria→DealLease→90 / 60 / 30→Email
1:40 – 2:00
Deploy it your way
Start with the templates, choose hands-on implementation, or scope a custom brokerage operating system.
DIY Starter OS$297
Done For You$797
Custom EnterpriseFrom $2,497
Implementation options
Choose how much support you want.
The underlying system is editable. Upgrade, extend or connect it to additional tools as your operation grows.
$297
One-time purchase- Airtable master template
- Three sanitized Make.com blueprints
- Setup and testing guide
- Editable workflow foundation
$797
One-time implementation- Everything in DIY
- Hands-on account deployment
- Webhook and email mapping
- 30 days of priority support
$2,497+
Starting project price- Custom CRM integrations
- Team permissions and routing
- Workflow customization
- Dedicated deployment strategy
Airtable, Make.com, email and other third-party subscriptions are not included. Free plans may suit light use; paid plans may be required as records, active scenarios, credits or automation frequency increase.
Straight answers
Before you deploy.
Is this a standalone SaaS product?
No. CRE Deal Tracker OS is a deployable, editable operating system built with Airtable and Make.com. The buyer owns and connects their own accounts and data.
Can I use the free Airtable and Make.com plans?
They may be suitable for smaller databases and light automation usage. Limits can change, and growing teams may need paid plans for more records, credits, active scenarios or shorter schedules.
Can my team customize the system?
Yes. Tables, fields, views, schedules, routing and additional scenarios can be adapted. Changes should be tested before activation.
Are personal credentials included in the files?
No. The delivered blueprints are sanitized. Each customer must connect their own Airtable, webhook and email resources during setup.
Does matching replace broker judgment?
No. The workflows surface records that meet configured criteria. Your team reviews each match and manages the commercial relationship.
Built by Aldwess
Make your deal data useful before it becomes urgent.
Deploy the ready-to-use foundation or let us configure it around your brokerage workflow.
View packages →