Industry Leading Security Standards

Exchange Manager Pro Successfully Achieves SOC 2 Type II Compliance

Accruit Technologies is proud to announce that is has successfully completed a System and Organization (SOC) 2 Type II audit, achieving compliance with the industry leading standards for customer data security.
Exchange Manager Pro SOC 2 Type 1 Audit and Compliance

Exchange Manager Pro ℠

Exchange Manager Pro SM  1031 exchange software revolutionizes the way in which the 1031 Exchange process is executed. Not all 1031 exchanges are the same and neither are the businesses providing exchange services, which is why we provide multiple offerings to leverage the value of Exchange. Manager Pro SM .

Benefits of Exchange Manager Pro SM

  • IRC § 1031 Compliance: Holds you accountable to the IRC § 1031 regulations through a consistent, standardized workflow. 
     
  • Administrative Efficiency: Improves process flow, reducing duplicate entry, and leveraging technology for routine data collection. 
     
  • Simplify and Accelerate Document Creation: Reduces the time to create and distribute documents to as little as 8 minutes.
     
  • System Notifications: Automates key communications such as deadline reminders and status updates.
     
  • Central Repository for all Exchange Documents and Other Data: Retains all exchange documents, system notifications, notes, and exchange data in cloud-based Microsoft Azure environment. 

Whether you are just getting started offering exchange services or are a seasoned Qualified Intermediary (QI), Exchange Manager Pro SM  provides 1031 workflow automation and standardize the 1031 exchange process across your organization.

1031 Exchange Service Offerings

Managed Service

Designed for 1031 advisory businesses such as Title/Escrow, Banks, CPAs, Attorneys, DST providers, Commercial and Residential Brokerages, etc. 

Managed Service allows you to partner with our team of experts to act as your back-office Qualified Intermediary (QI), allowing your business to provide 1031 exchanges to your existing clientele without jeopardizing your advisory status.

Managed Service Benefits

  • 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 

Exchange Manager Pro patented workflow for 1031 exchange processing

 

Software as a Service (SaaS)

Designed for independent Qualified Intermediaries or businesses with an existing Qualified Intermediary subsidiary.

License the patented, proprietary technology of Exchange Manager Pro SM to build your business while exceeding client expectations.

SaaS Benefits

  • 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 

Exchange Manager Pro Software as a a Service patented workflow for 1031 exchange processing