1031 EXCHANGE TECHNOLOGY

Accruit Launches SaaS Offering of Exchange Manager Pro℠ Software
1031 exchange technology
08/26/21
Accruit, LLC is excited to announce that it’s proprietary Exchange Manager Pro℠ software, designed specifically to simplify and centralize ...
Authored by: Anonymous
Authored on: Thu, 08/26/2021 - 17:19
0
0

<h2>SaaS Offering of Exchange Manager Pro<b><sup>SM</sup></b></h2>

<p>In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country. &nbsp;Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for <a href="https://www.accruit.com/blog/1031-real-estate-exchanges-what-like-kind&…; target="_blank" title="1031 exchange">1031 exchange services</a> well outpacing all previous transactional levels. &nbsp;With that in mind, the time is right for Accruit to offer our internally developed, patented, safe, simple, and secure software, Exchange Manager Pro<sup>SM</sup>, previously available only to Accruit and select partners and clients, for white-label licensing to the QI industry as a whole.</p>

<h2>The Benefits of Accruit's&nbsp;Exchange Manager Pro<sup>SM&nbsp;</sup>Software<b><o:p></o:p></b></h2>

<ul>
<li>Administrative Efficiency:&nbsp;By simplifying process flow, reducing duplicate data entry, and pushing some data collection out to the taxpayer or their advisors where possible, Exchange Manager Pro<sup>SM</sup> reduces time needed for administrative tasks during exchange processing by more than 50%, while reducing the opportunity for errors. &nbsp;Decrease the time spent on mundane clerical tasks so you can spend more focused time with your clients.</li>
<li>Simplify and Accelerate Document Creation: &nbsp; In the current real estate climate, closings often pop up with very little warning, and creating exchange documents becomes a sudden priority. &nbsp;Developed for scale and efficiencies, <a href="https://www.accruit.com/property-advisors/managed-services&quot; target="_blank" title="Accruit 1031 Exchange Manage Services">Exchange Manager Pro<sup>SM</sup></a> reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow while increasing client satisfaction.</li>
<li>System Notifications: &nbsp;Key communications such as deadline reminders, detailed next steps, and distribution of documents are all highly automated and configurable while opting in or opting out clients, advisors, referral sources, and other associated contacts as desired. &nbsp;Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.</li>
<li>Central Repository for all Exchange Documents and Other Data: &nbsp;Exchange Manager Pro<sup>SM</sup> retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location. &nbsp;Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.</li>
</ul>

<hr />
<p>&nbsp;</p>
<!--HubSpot Call-to-Action Code -->

<p style="text-align:center"><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/96010bd8-ff53-438…; target="_blank"><img alt="Get started with Accruit Exchange Manager Pro℠" class="hs-cta-img" height="295" id="hs-cta-img-96010bd8-ff53-4385-bd87-446e3c077150" src="https://no-cache.hubspot.com/cta/default/6205670/96010bd8-ff53-4385-bd8…; style="border-width:0px;" width="800" /></a></p>

Wed, 05/11/2022 - 21:29
Off
Accruit Launches SaaS Offering of Exchange Manager Pro℠ Software
1031 exchange technology
08/26/21
Accruit, LLC is excited to announce that it’s proprietary Exchange Manager Pro℠ software, designed specifically to simplify and centralize ...
Authored by: Anonymous
Authored on: Thu, 08/26/2021 - 17:19
0
1

<h2>SaaS Offering of Exchange Manager Pro<b><sup>SM</sup></b></h2>

<p>In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country. &nbsp;Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for <a href="https://www.accruit.com/blog/1031-real-estate-exchanges-what-like-kind&…; target="_blank" title="1031 exchange">1031 exchange services</a> well outpacing all previous transactional levels. &nbsp;With that in mind, the time is right for Accruit to offer our internally developed, patented, safe, simple, and secure software, Exchange Manager Pro<sup>SM</sup>, previously available only to Accruit and select partners and clients, for white-label licensing to the QI industry as a whole.</p>

<h2>The Benefits of Accruit's&nbsp;Exchange Manager Pro<sup>SM&nbsp;</sup>Software<b><o:p></o:p></b></h2>

<ul>
<li>Administrative Efficiency:&nbsp;By simplifying process flow, reducing duplicate data entry, and pushing some data collection out to the taxpayer or their advisors where possible, Exchange Manager Pro<sup>SM</sup> reduces time needed for administrative tasks during exchange processing by more than 50%, while reducing the opportunity for errors. &nbsp;Decrease the time spent on mundane clerical tasks so you can spend more focused time with your clients.</li>
<li>Simplify and Accelerate Document Creation: &nbsp; In the current real estate climate, closings often pop up with very little warning, and creating exchange documents becomes a sudden priority. &nbsp;Developed for scale and efficiencies, <a href="https://www.accruit.com/property-advisors/managed-services&quot; target="_blank" title="Accruit 1031 Exchange Manage Services">Exchange Manager Pro<sup>SM</sup></a> reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow while increasing client satisfaction.</li>
<li>System Notifications: &nbsp;Key communications such as deadline reminders, detailed next steps, and distribution of documents are all highly automated and configurable while opting in or opting out clients, advisors, referral sources, and other associated contacts as desired. &nbsp;Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.</li>
<li>Central Repository for all Exchange Documents and Other Data: &nbsp;Exchange Manager Pro<sup>SM</sup> retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location. &nbsp;Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.</li>
</ul>

<hr />
<p>&nbsp;</p>
<!--HubSpot Call-to-Action Code -->

<p style="text-align:center"><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/96010bd8-ff53-438…; target="_blank"><img alt="Get started with Accruit Exchange Manager Pro℠" class="hs-cta-img" height="295" id="hs-cta-img-96010bd8-ff53-4385-bd87-446e3c077150" src="https://no-cache.hubspot.com/cta/default/6205670/96010bd8-ff53-4385-bd8…; style="border-width:0px;" width="800" /></a></p>

Wed, 05/11/2022 - 21:29
Off
Accruit Launches SaaS Offering of Exchange Manager Pro℠ Software
1031 exchange technology
08/26/21
Accruit, LLC is excited to announce that it’s proprietary Exchange Manager Pro℠ software, designed specifically to simplify and centralize ...
Authored by: Anonymous
Authored on: Thu, 08/26/2021 - 17:19
0
2

<h2>SaaS Offering of Exchange Manager Pro<b><sup>SM</sup></b></h2>

<p>In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country. &nbsp;Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for <a href="https://www.accruit.com/blog/1031-real-estate-exchanges-what-like-kind&…; target="_blank" title="1031 exchange">1031 exchange services</a> well outpacing all previous transactional levels. &nbsp;With that in mind, the time is right for Accruit to offer our internally developed, patented, safe, simple, and secure software, Exchange Manager Pro<sup>SM</sup>, previously available only to Accruit and select partners and clients, for white-label licensing to the QI industry as a whole.</p>

<h2>The Benefits of Accruit's&nbsp;Exchange Manager Pro<sup>SM&nbsp;</sup>Software<b><o:p></o:p></b></h2>

<ul>
<li>Administrative Efficiency:&nbsp;By simplifying process flow, reducing duplicate data entry, and pushing some data collection out to the taxpayer or their advisors where possible, Exchange Manager Pro<sup>SM</sup> reduces time needed for administrative tasks during exchange processing by more than 50%, while reducing the opportunity for errors. &nbsp;Decrease the time spent on mundane clerical tasks so you can spend more focused time with your clients.</li>
<li>Simplify and Accelerate Document Creation: &nbsp; In the current real estate climate, closings often pop up with very little warning, and creating exchange documents becomes a sudden priority. &nbsp;Developed for scale and efficiencies, <a href="https://www.accruit.com/property-advisors/managed-services&quot; target="_blank" title="Accruit 1031 Exchange Manage Services">Exchange Manager Pro<sup>SM</sup></a> reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow while increasing client satisfaction.</li>
<li>System Notifications: &nbsp;Key communications such as deadline reminders, detailed next steps, and distribution of documents are all highly automated and configurable while opting in or opting out clients, advisors, referral sources, and other associated contacts as desired. &nbsp;Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.</li>
<li>Central Repository for all Exchange Documents and Other Data: &nbsp;Exchange Manager Pro<sup>SM</sup> retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location. &nbsp;Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.</li>
</ul>

<hr />
<p>&nbsp;</p>
<!--HubSpot Call-to-Action Code -->

<p style="text-align:center"><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/96010bd8-ff53-438…; target="_blank"><img alt="Get started with Accruit Exchange Manager Pro℠" class="hs-cta-img" height="295" id="hs-cta-img-96010bd8-ff53-4385-bd87-446e3c077150" src="https://no-cache.hubspot.com/cta/default/6205670/96010bd8-ff53-4385-bd8…; style="border-width:0px;" width="800" /></a></p>

Wed, 05/11/2022 - 21:29
Off
Leveraging Technology in a 1031 Exchange
1031 exchange
05/01/21
The vast majority of Qualified Intermediaries processing 1031 tax deferred exchanges still rely on either a paper-based system or title software ...
Authored by: Anonymous
Authored on: Sat, 05/01/2021 - 17:26
0
0

<p>Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing <a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 tax deferred exchange">1031 tax deferred exchanges</a> still rely on either a paper-based system or title software modified to attempt to fit the needs of a 1031 exchange workflow. Not only do these antiquated ways of processing exchanges open customers and companies to the risk of error and broken exchanges, but also reduces efficiencies and the overall customer experience.</p>

<p>Accruit, as a nationally recognized Qualified Intermediary and technology company, thinks of this differently. &nbsp;Building on its over 20-year history in&nbsp;<a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 exchange">1031 exchange</a>&nbsp;technology,&nbsp;Accruit developed&nbsp;and patented&nbsp;Exchange Manager Pro℠ (EMP) software initially as an internal&nbsp;1031 exchange&nbsp;processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher. &nbsp;&nbsp;</p>

<ul>
<li><strong>Efficiencies:</strong> It is estimated that&nbsp;Exchange Manager Pro℠&nbsp;from Accruit&nbsp;can increase the number of exchanges processed per person by 2-3x a paper-based system.</li>
<li><strong>Internal Controls: </strong>Exchange Manager Pro℠ is built on a <a href="https://www.accruit.com/blog/1031-like-kind-exchanges-myths-vs-realitie…; title="1031 exchange rules">1031 exchange rules</a>-based system with wizards to help client service professionals process exchanges without constant oversight and feedback.</li>
<li><strong>Security:</strong> The cloud-based software increases security through two-factor authentication, document retention and electronic signature capture.</li>
<li><strong>Customer Experience:</strong> Users of Exchange Manager Pro℠ are capable of spending more time working with clients and less time with administrative tasks. The technology helped propel Accruit to the highest customer service score in the industry as measured by Net Promoter Scores (NPS).</li>
</ul>

<p>Exchange Manager Pro℠ is now available externally to Title Companies, Qualified Intermediaries, Banks, Attorneys and others through Accruit’s Managed Service platform. <a href="https://www.accruit.com/blog/managed-services-powered-exchange-manager-…; title="1031 manage services">1031 Managed Services</a> clients can take advantage of either the 1031 exchange&nbsp;automation or licensing EMP&nbsp;as a 1031 software&nbsp;application depending on their unique needs.</p>

<p>Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their&nbsp;<a href="https://www.accruit.com/blog/primer-1031-exchanges-and-related-types-ex…; title="1031 tax exchange">1031 tax exchange</a>&nbsp;volume, but do not want to invest in the resources and legal requirements to build their own Qualified&nbsp;Intermediary. Through EMP software automation, that title company can now upload necessary documents and information easily through the cloud and allow Accruit and Exchange Manager Pro℠ to process the exchange while they focus on the client and enjoy the added revenue of a new business line.</p>

<p>Software as a Service (SaaS) clients license the software and are able to leverage it to power their exchange operations. These customers tend to already be a Qualified Intermediary and are looking for the software to increase efficiencies, embed controls and security and increase the customer experience.</p>

<p>If you are interested in learning more about Exchange Manager Pro℠ or <a href="https://www.accruit.com/property-advisors/managed-services&quot; title="Accruit's Managed Services">Accruit’s Managed Services</a> platform contact us at <a href="mailto: info@accruit.com" title="info@accruit.com">info@accruit.com</a> or <a href="tel:8002371031" tabindex="-1">(800) 237-1031</a>&nbsp;today!</p>

<hr />
<p>&nbsp;</p>
<!--HubSpot Call-to-Action Code -->

<p style="text-align:center"><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/96010bd8-ff53-438…; target="_blank"><img alt="Get started with Accruit Exchange Manager Pro℠" class="hs-cta-img" height="276" id="hs-cta-img-96010bd8-ff53-4385-bd87-446e3c077150" src="https://no-cache.hubspot.com/cta/default/6205670/96010bd8-ff53-4385-bd8…; style="border-width:0px;" width="749" /></a></p>

Wed, 05/11/2022 - 21:30
Off
Leveraging Technology in a 1031 Exchange
1031 exchange
05/01/21
The vast majority of Qualified Intermediaries processing 1031 tax deferred exchanges still rely on either a paper-based system or title software ...
Authored by: Anonymous
Authored on: Sat, 05/01/2021 - 17:26
0
1

<p>Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing <a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 tax deferred exchange">1031 tax deferred exchanges</a> still rely on either a paper-based system or title software modified to attempt to fit the needs of a 1031 exchange workflow. Not only do these antiquated ways of processing exchanges open customers and companies to the risk of error and broken exchanges, but also reduces efficiencies and the overall customer experience.</p>

<p>Accruit, as a nationally recognized Qualified Intermediary and technology company, thinks of this differently. &nbsp;Building on its over 20-year history in&nbsp;<a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 exchange">1031 exchange</a>&nbsp;technology,&nbsp;Accruit developed&nbsp;and patented&nbsp;Exchange Manager Pro℠ (EMP) software initially as an internal&nbsp;1031 exchange&nbsp;processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher. &nbsp;&nbsp;</p>

<ul>
<li><strong>Efficiencies:</strong> It is estimated that&nbsp;Exchange Manager Pro℠&nbsp;from Accruit&nbsp;can increase the number of exchanges processed per person by 2-3x a paper-based system.</li>
<li><strong>Internal Controls: </strong>Exchange Manager Pro℠ is built on a <a href="https://www.accruit.com/blog/1031-like-kind-exchanges-myths-vs-realitie…; title="1031 exchange rules">1031 exchange rules</a>-based system with wizards to help client service professionals process exchanges without constant oversight and feedback.</li>
<li><strong>Security:</strong> The cloud-based software increases security through two-factor authentication, document retention and electronic signature capture.</li>
<li><strong>Customer Experience:</strong> Users of Exchange Manager Pro℠ are capable of spending more time working with clients and less time with administrative tasks. The technology helped propel Accruit to the highest customer service score in the industry as measured by Net Promoter Scores (NPS).</li>
</ul>

<p>Exchange Manager Pro℠ is now available externally to Title Companies, Qualified Intermediaries, Banks, Attorneys and others through Accruit’s Managed Service platform. <a href="https://www.accruit.com/blog/managed-services-powered-exchange-manager-…; title="1031 manage services">1031 Managed Services</a> clients can take advantage of either the 1031 exchange&nbsp;automation or licensing EMP&nbsp;as a 1031 software&nbsp;application depending on their unique needs.</p>

<p>Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their&nbsp;<a href="https://www.accruit.com/blog/primer-1031-exchanges-and-related-types-ex…; title="1031 tax exchange">1031 tax exchange</a>&nbsp;volume, but do not want to invest in the resources and legal requirements to build their own Qualified&nbsp;Intermediary. Through EMP software automation, that title company can now upload necessary documents and information easily through the cloud and allow Accruit and Exchange Manager Pro℠ to process the exchange while they focus on the client and enjoy the added revenue of a new business line.</p>

<p>Software as a Service (SaaS) clients license the software and are able to leverage it to power their exchange operations. These customers tend to already be a Qualified Intermediary and are looking for the software to increase efficiencies, embed controls and security and increase the customer experience.</p>

<p>If you are interested in learning more about Exchange Manager Pro℠ or <a href="https://www.accruit.com/property-advisors/managed-services&quot; title="Accruit's Managed Services">Accruit’s Managed Services</a> platform contact us at <a href="mailto: info@accruit.com" title="info@accruit.com">info@accruit.com</a> or <a href="tel:8002371031" tabindex="-1">(800) 237-1031</a>&nbsp;today!</p>

<hr />
<p>&nbsp;</p>
<!--HubSpot Call-to-Action Code -->

<p style="text-align:center"><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/96010bd8-ff53-438…; target="_blank"><img alt="Get started with Accruit Exchange Manager Pro℠" class="hs-cta-img" height="276" id="hs-cta-img-96010bd8-ff53-4385-bd87-446e3c077150" src="https://no-cache.hubspot.com/cta/default/6205670/96010bd8-ff53-4385-bd8…; style="border-width:0px;" width="749" /></a></p>

Wed, 05/11/2022 - 21:30
Off
Leveraging Technology in a 1031 Exchange
1031 exchange
05/01/21
The vast majority of Qualified Intermediaries processing 1031 tax deferred exchanges still rely on either a paper-based system or title software ...
Authored by: Anonymous
Authored on: Sat, 05/01/2021 - 17:26
0
2

<p>Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing <a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 tax deferred exchange">1031 tax deferred exchanges</a> still rely on either a paper-based system or title software modified to attempt to fit the needs of a 1031 exchange workflow. Not only do these antiquated ways of processing exchanges open customers and companies to the risk of error and broken exchanges, but also reduces efficiencies and the overall customer experience.</p>

<p>Accruit, as a nationally recognized Qualified Intermediary and technology company, thinks of this differently. &nbsp;Building on its over 20-year history in&nbsp;<a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 exchange">1031 exchange</a>&nbsp;technology,&nbsp;Accruit developed&nbsp;and patented&nbsp;Exchange Manager Pro℠ (EMP) software initially as an internal&nbsp;1031 exchange&nbsp;processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher. &nbsp;&nbsp;</p>

<ul>
<li><strong>Efficiencies:</strong> It is estimated that&nbsp;Exchange Manager Pro℠&nbsp;from Accruit&nbsp;can increase the number of exchanges processed per person by 2-3x a paper-based system.</li>
<li><strong>Internal Controls: </strong>Exchange Manager Pro℠ is built on a <a href="https://www.accruit.com/blog/1031-like-kind-exchanges-myths-vs-realitie…; title="1031 exchange rules">1031 exchange rules</a>-based system with wizards to help client service professionals process exchanges without constant oversight and feedback.</li>
<li><strong>Security:</strong> The cloud-based software increases security through two-factor authentication, document retention and electronic signature capture.</li>
<li><strong>Customer Experience:</strong> Users of Exchange Manager Pro℠ are capable of spending more time working with clients and less time with administrative tasks. The technology helped propel Accruit to the highest customer service score in the industry as measured by Net Promoter Scores (NPS).</li>
</ul>

<p>Exchange Manager Pro℠ is now available externally to Title Companies, Qualified Intermediaries, Banks, Attorneys and others through Accruit’s Managed Service platform. <a href="https://www.accruit.com/blog/managed-services-powered-exchange-manager-…; title="1031 manage services">1031 Managed Services</a> clients can take advantage of either the 1031 exchange&nbsp;automation or licensing EMP&nbsp;as a 1031 software&nbsp;application depending on their unique needs.</p>

<p>Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their&nbsp;<a href="https://www.accruit.com/blog/primer-1031-exchanges-and-related-types-ex…; title="1031 tax exchange">1031 tax exchange</a>&nbsp;volume, but do not want to invest in the resources and legal requirements to build their own Qualified&nbsp;Intermediary. Through EMP software automation, that title company can now upload necessary documents and information easily through the cloud and allow Accruit and Exchange Manager Pro℠ to process the exchange while they focus on the client and enjoy the added revenue of a new business line.</p>

<p>Software as a Service (SaaS) clients license the software and are able to leverage it to power their exchange operations. These customers tend to already be a Qualified Intermediary and are looking for the software to increase efficiencies, embed controls and security and increase the customer experience.</p>

<p>If you are interested in learning more about Exchange Manager Pro℠ or <a href="https://www.accruit.com/property-advisors/managed-services&quot; title="Accruit's Managed Services">Accruit’s Managed Services</a> platform contact us at <a href="mailto: info@accruit.com" title="info@accruit.com">info@accruit.com</a> or <a href="tel:8002371031" tabindex="-1">(800) 237-1031</a>&nbsp;today!</p>

<hr />
<p>&nbsp;</p>
<!--HubSpot Call-to-Action Code -->

<p style="text-align:center"><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/96010bd8-ff53-438…; target="_blank"><img alt="Get started with Accruit Exchange Manager Pro℠" class="hs-cta-img" height="276" id="hs-cta-img-96010bd8-ff53-4385-bd87-446e3c077150" src="https://no-cache.hubspot.com/cta/default/6205670/96010bd8-ff53-4385-bd8…; style="border-width:0px;" width="749" /></a></p>

Wed, 05/11/2022 - 21:30
Off