Lease and Contract Management Experts 2025

WHSuites is a fully integrated lead management software designed to help businesses capture, track, and nurture leads efficiently. By automating follow-ups, improving response time, and centralizing customer data, our CRM is capable of making multiple automated reports at same time. Businesses like Pharma companies, solar, IT firms, and real estate use our products to grow their businesses and automate tasks to save time.

I'm Casey Spaulding, founder of DocJacket, based out of Orlando, Florida. I'm the founder of DocJacket, the first AI platform built specifically for real estate transaction coordinators. We've built an AI engine that reduces transaction coordination time from 15 hours to 30 seconds - a 1,800x improvement that's revolutionizing how real estate deals get managed. Happy to provide quotes, data points, or case studies on AI in proptech. DocJacket has processed 1,000+ real estate transactions, and our users report 99.7% error reduction rates. I regularly publish industry research on transaction coordination trends and can provide data-driven insights on how AI is transforming real estate operations, the growing independent TC market, and proptech adoption rates.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

Brooke is the Marketing Manager at Spacebase, the lease management platform originally built in collaboration with Airbnb to streamline commercial real estate operations and ensure ASC 842 compliance. With a background in SaaS marketing, commercial real estate residential real estate and business development, Brooke leads strategic initiatives that position Spacebase as a category-defining solution for finance and real estate teams. At Spacebase, Brooke drives campaigns that connect with CFOs, controllers, and asset managers at some of the world’s most recognizable companies. She focuses on developing high-impact messaging, content, and digital strategies that showcase Spacebase’s strengths, powerful software, exceptional support, and intuitive design. Known for a creative yet analytical approach, Brooke helps shape the brand voice and go-to-market strategies that have contributed to Spacebase’s growth and reputation as a trusted solution for complex lease portfolios.

I am the founder and owner of Lending Leah, a values-based mortgage brokerage launched in 2024 to bring a much-needed female perspective to the industry’s leadership. With over 11 years of experience and more than 1,000 loans closed, my expertise spans the entire mortgage lifecycle, from processing to brokerage ownership. As a Certified Mortgage Advisor and Certified Divorce Lending Professional (CDLP), I offer high-level technical insight with a signature "Lending Leah" warmth. While I handle all facets of residential lending, I am the sought-after expert for my specialization in the complexities of divorce real estate. I am on a mission to prove that securing a mortgage can be a safe, empowered, and even, dare I say, joyful experience.

Larry has over 35 years of industry experience in high tech, home care and Indirect Spend reduction consulting. Having worked at various high tech companies including Data General Corporation (now Dell Technologies) and Lucent Technologies (now Nokia) in his early career, owning and managing a Home Care company in his middle career and now owning and operating a Cost Reduction franchise, Larry has gathered experience and deep skills working with individuals, small and medium businesses and Fortune 100 business executives. His nation-wide clients span multiple industries including automotive, restaurants, schools, hotels & hospitality, healthcare, manufacturers, REITs and even bicycle shops. Larry provides his clients with strategies for long-term sales growth and analyzes and implements cost reduction programs that provide for mid-line expense reduction and bottom line growth and profitability.

Invest in what you know, with people you know! Seeking new deals! See investment criteria below. OWN Alabama is a commercial real estate investment company formed in 2018. We are experienced Alabama based investors who understand the local market. -Investment Criteria- Target Market: State of Alabama Investment Stage: Stabilized, Value-Add, & Select Development Projects Preferences: Sale-Leaseback, Multi & Single Tenant, Short Remaining Lease Terms Property Types: Medical, Industrial, Office, & Multifamily Let's Chat! Use this link to find some time to connect that is convenient for you. https://calendly.com/sam-zoldock

As an experienced Instructional Designer and L&D specialist, I bring a passion for creating engaging and effective learning experiences that drive measurable results. With a strong background in adult learning principles, curriculum development, training, e-learning authoring tools, and LMS administration, I am skilled at scoping, analysis, and building of learning assets, including e-learning content, multimedia, and written program materials. I am a collaborative team player with a proven ability to work effectively with SMEs, business line managers, and stakeholders to create quality and engaging learning experiences. My strong organizational and project management skills, specifically SCRUM, enable me to manage program overviews, project plans, and quality checks for learning programs and assets. I am also experienced in live facilitation and have a strong advocacy for equity in learning design through diversity, accessibility, and inclusivity.E-learning authoring tools I use are: CamtasiaAdobe CaptivateArticulate StorylineVideo ScribeLectora InspireCanvaGoogle SuiteWordpress

Website CreationWebsite Marketing: SEO and SEMSocial Marketing, Writing, Blogging and Affiliate MarketingDirect Sales and Business DevelopmentComputer Hardware and Software InstallationWriting, Product Reviews, Car Lease ConsultingSpecialties: Computer Sales, Writing, Product Reviews, Car Lease RatingsContent Creation, Website Design, Website Marketing, SEO, SEM, Google Analytics, Search Engine Keyword Analysis, Direct Sales,

With over 24 years of hands-on experience in trade finance and banking, I help businesses navigate the complexities of International Trade with confidence. My expertise covers the full spectrum of Letters of Credit (LCs)—including Documentary Credits, Usance LCs, Back-to-Back LCs, and Standby LCs—ensuring every transaction is smooth, compliant, and risk-mitigated. I work closely with exporters, importers, banks, and logistics providers to bridge gaps and streamline cross-border deals. My knowledge spans Finance, Accounting, Banking, UCP 600, ISBP 821, Incoterms 2020, and the latest in Trade Finance—from blockchain-enabled LCs to electronic documentation platforms. Over the years, I’ve guided exporters, importers, SMEs, and entrepreneurs as they expand into international markets. Whether you’re already trading globally or just starting your export journey, my goal is to provide expert guidance and practical tools to help you reduce risks and seize opportunities in global trade.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

I’m Erica Diaz, founder of the Erica Diaz Team, a top-producing real estate group based in Winter Garden, Florida. Over the years, I’ve helped guide hundreds of families through the buying and selling process across Central Florida, from Winter Garden and Windermere to Clermont, Winter Park, and beyond. My team and I recently reached a milestone of more than $300 million in closed sales, a reflection of the trust clients place in us and the results we consistently deliver. Recognized as a Zillow Premier Agent and named one of Central Florida’s top real estate groups by the Orlando Business Journal, my work has also been validated by over 750 verified five-star Google reviews from buyers and sellers who have experienced our commitment firsthand. Beyond sales volume, I pride myself on bringing deep local knowledge, honest guidance, and premium marketing strategies such as video walkthroughs, 360° tours, professional staging, and photography that help my clients stand out in today’s competitive market. As a longtime Winter Garden resident and community advocate, I understand not only the numbers behind Central Florida’s housing market but also the lifestyle that makes this region so desirable. Whether it is helping a first-time buyer find the right neighborhood, assisting a family relocating for work, or positioning a luxury listing for maximum exposure, I focus on making every real estate transaction as smooth and successful as possible.

Manage and facilitate business operations for a family owned 9 acre Garden Center that specializes in Trees. Buyer: Network / Research / Order Trees, Shrubs and small plants for 9 acres. Specialize in resourcing material to re-sell on a retail platform. Organized and Restructured Profit Margins / Pricing: All Trees, Plants, & Merchandise. Maintain set Gross Profit Margin's Streamlined Procedures: Developed and created an online "Tree in Distress form" to organize customer communications resulting in employee efficiency and saving time. Researched, Implemented, and Facilitated the integration of 3rd party business applications - "Birdeye" / "Grasshopper" directly improving customer communication while significantly increasing lead generation and sales conversions. Text payment transactions now account for 25% of sales revenue, enabling customers to purchase a tree and installation from the comfort of their home / at their own discretion. Selected & Initiated a Customer Review System: Gained over 500 (and still growing), 5 star reviews since the year 2020 Fosters a work culture of safety, respect, and integrity. Led team meetings to improve daily business operations, safety, training, ideas. Led monthly Zoom meetings to create and facilitate business website operations thetreeplace.com. Started from ground zero and helped build the website into what it is today. Equipment Maintenance Manager: In charge of directing and conducting preventive and routine maintenance on all industrial equipment, Skid Steers, Utility carts, Customer transportation, Lawn equipment. Ensuring that all of this equipment is up and working at all times & ready to use. Skills: Sales Customer Service Procedural Compliance Financial Analysis/Management/Accounting Inventory Management Quality Control Leadership/Team Building Equipment Maintenance Policy Implementation/Development IT/Networking Web Development Social Media Development Marketing Skid Steer Operator Problem Solving

From selling candy and baseball cards to establishing a painting business as a student at Pennsylvania State University, Martin Orefice’s passion for entrepreneurship grew at a young age. After receiving his degree in Management Science and Information Services, he started working at Fidelity Investments. Three years later, he made the decision to start his own real estate investment business. Since then, Martin has completed hundreds of transactions across several states. His most recent venture was creating All-Star Nutrition, a company whose mission is to help people reach their potential through supplements and nutrition.

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

I am a full-time real estate investor specializing in house flipping and rental conversions. I am the owner of Hamilton House Buyers a home buying company based out of Hamilton, ON, Canada. With a keen eye for undervalued properties, I focus on transforming them into desirable homes or rental units that meet market demand. My approach combines strategic investment, efficient project management, and a deep understanding of local real estate trends to ensure profitable outcomes. By leveraging my expertise, I aim to create lasting value for both buyers and renters, ensuring each project is handled with precision and care.

Real estate investor with a background in technology, specifically commercial real estate and fintech.Currently focused on acquisition of existing self storage facilities as well as putting together new development projects.

Marcel is the founder and CEO at CRYLO®, a crypto wealth management platform fully powered by artificial intelligence (AI) and machine learning (ML) algorithms, providing personalized crypto investment portfolios. Before that, he also founded iMi Blockchain, a global blockchain consulting and Web3 development firm. Marcel served as a board member and managing director in various companies. He was marketing manager at 3M, leading their industrial business in Switzerland. Furthermore, Marcel is a member of the Crypto Valley Association in Zug, Switzerland. Marcel studied Economics, Banking and Finance, in Zurich, Switzerland, as well as Blockchain Strategy at the University of Oxford (Saïd Business School).

I’m Mark Popach, a real estate agent and the founder of Popach & Co., brokered by Compass. I work across the Greater Seattle and Eastside markets with a focus on Bellevue, Redmond, Kirkland, Issaquah, and Snoqualmie. My approach is grounded in preparation, consistent communication, and a strong commitment to high level results. I have earned recognition for top-tier production within Compass and have built a record supported by five-star client reviews, strong negotiation outcomes, and high-performing listing campaigns. My marketing strategy includes cinematic video tours, luxury photography, targeted digital advertising, detailed market analysis, and Compass Concierge, all designed to position each listing for maximum visibility and value. These results have contributed to my ranking among leading agents in my market year after year. My work reflects a focus on data, strategy, and steady professionalism. I am known for clear communication, organized processes, and careful attention to detail throughout every phase of a transaction. This consistency has helped me build strong relationships with clients and industry partners throughout the region. Outside of real estate, I enjoy exploring local trails, traveling, and spending time with my family. I remain committed to continuous growth and to raising the standard of service at Popach & Co.

A Biomedical Engineer currently working as a Broker of Record in Toronto, aiming to fuse my passions of human-centered design, business development, and customer service.