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, 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.
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.
SaaS Benefits Include:
Grow transaction volume without increasing staff
Eliminate use of sticky notes for reminders
Turnaround exchanges
quickly
Drive confidence in
secure data storage
What's the difference between SaaS and Managed Service?
