Industry Leading Security Standards

SOC 2 Compliance

Exchange Manager Pro Successfully Achieves SOC 2, Type 1 Compliance

SaaS by Exchange Manager Pro ℠

 

Leverage Exchange Manager Pro℠ to power your 1031 Exchange operations.

 

Exchange Manager Pro℠ is a patented 1031 exchange technology solution to drive your QI business forward with efficient workflows and secure online processing of 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 s.

Through our SaaS offering, The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. 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. 

 

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Exchange Manager Pro leads to administrative efficiencies

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, The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. 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.

 

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Exchange Manager Pro simplifies document creation.

Simplify and Accelerate Document Creation: Developed for scale and efficiencies, The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. 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. 

 

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Exchange Manager Pro has automatic notifications.

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.

 

     

    SaaS Benefits Include:

     

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    Grow exchange business with Exchange Manager Pro Licensed Software

     

    Grow transaction volume without increasing staff

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    Eliminate the use of sticky notes for reminders

     

    Eliminate use of sticky notes for reminders

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    Increase efficiencies with Exchange Manager Pro

     

    Turnaround exchanges
    quickly

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    Drive confidence in secure data storage

     

    Drive confidence in
    secure data storage

     

    What's the difference between SaaS and Managed Service? 

     

     

    Download Information on Exchange Manager Pro Software as a Service


    Contact Us Today For a Demo of Exchange Manager Pro℠!