Integrated 1031 exchange platform with an embedded Qualified Intermediary (QI)
QI Connect allows you the ability to offer in-house 1031 exchange services and generate revenue by coordinating your clients’ 1031 exchange through our integrated platform, with Accruit acting as the embedded Qualified Intermediary (QI).
- Monetize 1031 exchange opportunities
- Provide a value-add service offering
- Access actionable 1031 exchange data
- Seamless integration for a better customer experience
Our proprietary technology, Exchange Manager Pro℠, automates much of the 1031 Exchange process, so you are able to focus time on retaining your customer base, growing your business, and generating income through a new service offering.
All-Inclusive "1031 in a Box" Solution
QI Connect is an integrated 1031 platform powered by Accruit’s team of experts and patented technology. QI Connect provides a white-label experience and tools for you to offer 1031 exchange services as a value-add to your existing clientele.
Whether you are looking to expand the service offerings in your existing business or looking to “Go Independent” without having to start a QI from the ground up – QI Connect is the solution.
QI Connect provides the following on Day 1:
Financial Strength & Security
When combined with our parent company, Inspira Financial, we have over $62 billion in assets under custody and robust insurance coverages, offering clients peace of mind regarding the security of their exchange funds.
Insurance coverages include:
- $50 million Fidelity Bond
- $25 million Errors & Omissions
- $20 million Cyber Liability
We offer secure treasury management processes including segregated accounts at top-rated banks with daily reconciliation of funds.
Access to Team of Experts
QI Connect provides access to Accruit’s extensive bench of renowned 1031 experts. Our team of highly credentialed members includes:
- 1031 specialized attorneys
- CPAs
- Certified Exchange Specialists (CES®)
Dedicated Support Team
QI Connect offers a comprehensive team of professionals dedicated to supporting clients across multiple areas—including operations, business development, and education—to ensure a seamless and strategic experience at every stage.
- Dedicated Exchange Officer in the back-office to process exchanges
- Customer Success Manager to oversee onboarding and ongoing process training and platform support
- 1031 specialized attorney for guidance on technical questions and complex exchange structures
- Director of 1031 Education for internal and external 1031 education
Marketing & Educational Resources
Clients gain access to a comprehensive suite of resources, including a detailed marketing guide, customizable promotional collateral, internal education materials, and more—all designed to support growth and enhance engagement.
Customizable marketing collateral includes:
- Website content of 1031 exchanges services
- Printable PDF flyers, notecards, bi-folds & more
- Basic 1031 informational blogs
- 1031 Educational Articles
Expand Your Services with QI Connect
Your existing clientele is already looking to you for trusted guidance. QI Connect enhances those relationships by allowing you to offer value-added 1031 exchange services seamlessly within your current business model. These services not only elevate the client experience by providing streamlined, compliant, and professional exchange solutions, but also open the door to new revenue opportunities. By integrating QI Connect, you can deepen client relationships, differentiate your offering in a competitive market, and drive additional income—all without disrupting your core business.
This service offering is ideal for professionals and firms looking to expand into 1031 exchange services without creating conflicts in their existing advisory roles. It’s particularly well-suited for any professional service providers within the real estate space including:
- 1031 exchange professionals
- Title/Escrow companies
- Commercial real estate brokerages
- Real estate attorneys
- Accountants and CPAs
- Wealth Managers
- DST Providers
- Veteran Qualified Intermediaries
QI connect process
With QI Connect, you can identify 1031 exchange opportunities within your existing client base assist clients in collecting the necessary information and documentation—while the Accruit team handles all back-office functions as the Qualified Intermediary. This allows you to provide more value to your 1031 clients without adding operational complexity to your business.
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Identify a potential 1031 exchange opportunity through existing business channels or external business development efforts.
Work with your client to collect the required information and documentation for the exchange and submit into the exchange submission through Exchange Manager Pro℠.
Accruit’s experts process the exchange through Exchange Manager Pro℠ with custom branded documents, automated notifications and deadline reminders, and high-touch service—while you remain updated on all communications throughout the exchange.