Exchange Manager Pro℠

licensed software to power your Qualified Intermediary (QI) operations

Exchange Manager Pro℠ is the industry’s only 1031 exchange workflow technology to drive your QI business forward with efficient workflows and secure online processing of 1031 Exchanges. Exchange Manager Pro℠ multiplies QI business efficiencies; improves the customer experience through a consistent digital workflow; standardizes the exchanger experience through embed controls; and maintains security throughout transactions.

Benefits include

Grow transaction volume without increasing staff

Exchange Manager Pro℠ provides the ability to have all information in one click, creates efficiencies created through single-entry data resulting in a greater outputs of existing staff.

Eliminate use of sticky notes for reminders

Automated notifications and deadlines reduce the need for working outside the system whether through sticky notes, tasks or meeting reminders. All deadlines and notifications are automated through the system based on pertinent exchange dates.

Turnaround exchanges quickly

Exchange Manager Pro℠ streamlines the process for servicing 1031 exchanges. The software is easy to navigate and all exchange related data is within the one system, allowing facilitators to find the information and answers quickly to address Exchanger needs when they arise.

Drive confidence in secure data storage

Single-data entry into Exchange Manager Pro℠ allows for greater confidence in secure data storage. The ability to send all documents for electronic signature through the system reduces the risk of data breaches and mitigates the need for sensitive data to be sent through non-secure emails.

Streamline your QI Operations with Exchange Manager Pro℠

Exchange Manager Pro℠ is built to streamline operations and enhance productivity for Qualified Intermediaries. The technology reduces administrative workload, accelerates document creation, automates key communications, and centralizes all exchange data—enabling your team to operate with greater speed, accuracy, and focus.

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.

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

Exchange Manager Pro℠ 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.

SOC 2 Type 2 compliant

Exchange Manager Pro℠ has undergone a rigorous, independent audit to verify that it meets strict standards for data security, availability, processing integrity, confidentiality, and privacy over an extended period of time.

This compliance demonstrates a strong commitment to protecting sensitive client information and ensuring the reliability and integrity of the system—giving you and your clients confidence in the platform’s security and operational excellence.

Enhanced Data Security: Ensures that sensitive client and business information is protected through robust security controls and protocols
Operational Reliability: Verifies that the software operates consistently and effectively over time, supporting dependable business processes.
Regulatory and Client Trust: Demonstrates a commitment to industry best practices, building credibility with clients and meeting compliance expectations.
Risk Mitigation: Reduces the likelihood of data breaches, system failures, and other security-related disruptions to your operations.

Investing in Exchange Manager Pro℠ means gaining a secure, reliable, and trusted platform that not only safeguards sensitive data but also enhances operational efficiency, supports compliance, and reinforces client confidence—making it a smart, future-focused choice for managing 1031 exchanges.