Exchange Manager Pro ℠

Exchange Manager Pro SM is a Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange technology solution to drive your business forward with efficient workflows and secure online processing supported by industry leading professionals.

Leveraging your core business drivers, Exchange Manager Pro SM enhances the delivery of 1031 like-kind exchanges to your client base.  Whether you facilitate real estate transactions, manage services critical to the real estate industry or provide Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary (QI) services delivering 1031 exchanges nationwide, Exchange Manager Pro SM drives bottom line results, consistent delivery of services, and state of the art security for your market.

  • Administrative Efficiency: By simplifying process flow, reducing duplicate data entry, and leveraging technology for routine data collection from the taxpayer or their advisors where possible, Exchange Manager Pro SM reduces time needed for administrative tasks during exchange processing by more than 50%, while reducing the opportunity for errors.  Decrease the time spent on mundane clerical tasks so you can spend more focused time with your clients.
  • Simplify and Accelerate Document Creation: Developed for scale and efficiencies, Exchange Manager Pro SM reduces the time to create and distribute documents to as little as 8 minutes, reducing the impact of last-minute exchange interruptions while increasing client satisfaction. 
  • System Notifications: 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.  All parties are alerted of relevant milestones without having to maintain templates, set calendar reminders, or use sticky-notes.

Central Repository for all Exchange Documents and Other Data:  Exchange Manager Pro SM retains all exchange documents, system notifications, notes, and exchange data in a dedicated cloud-based Microsoft Azure environment.  Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.

Select Your Offering

Exchange Facilitators

A business whose clientele consistently seeks out advice or guidance related to real estate investments, management, or tax strategies.  An Exchange Facilitator provides the tools to consult directly with your clients on the basics of a 1031 exchange while partnering with a team of experts ensuring the technical aspects of 1031 are managed and the Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary need are sufficed through Exchange Manager Pro SM

  • No more turning away business or referring exchanges to competitors 
  • Increase profits through a shared revenue model  
  • Seamless transfer of information to process an exchange 

Who is an Exchange Facilitator: Title companies who may want more efficiencies in their current exchange business or want to begin offering QI services; attorneys, accountants, and banks who accommodate 1031 exchanges as an additional service; new entrants into the 1031 industry, such as wealth advisors, who have a network and practice focused around potential exchangers but may lack experience, resources, or credentials to offer safe-harbor QI services.

Managed Service

Necessary service providers in the real estate industry whose business is routinely positioned to recognize when a 1031 like-kind exchange transaction is evident.  Managed Service is a customized approach to engage in a complimentary service by leveraging your brand and reputation while ensuring your core business is retained in your firm.  A Managed Service approach through Exchange Manager Pro SM allows your business to white-label a 1031 exchange service offering without maintaining the regulatory requirements of acting as the Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary .  

  • No more turning away business or referring to exchanges to competitors 
  • Drive a new revenue source 
  • Provide a better customer experience through a seamless, branded, exchange solution 

Who is a Managed Service Client: Similar to an Exchange Facilitator client, but want to drive their exchange business to a higher level of volume therefore white-label branding is key to their success – Title and An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow companies, DST providers, Banks, etc.   

Software as a Service (SaaS)

Qualified Intermediaries ready to automate the entire 1031 workflow through a consistent, highly secured, cloud-based licensed service.  A licensed SaaS option via Exchange Manager Pro SM provides a customized 1031 exchange software that is branded to your Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary standards, providing your exchange specialists online signing capabilities, immediate access to important deadlines, status updates, notices, exchange balance, reports, etc. Accessible from anywhere, Exchange Manager Pro SM redefines how Qualified Intermediaries interact with exchangers. 

  • Grow your business without increasing staffing 
  • Ensure safe-harbor compliance through a consistent online workflow  
  • Turnaround exchanges in as little as 8 minutes 
  • Drive confidence in storage and security of exchange information 

Who is a SaaS Client: Existing Qualified intermediaries or Managed Service clients ready to launch their own QI after building a sustainable 1031 exchange.