Exchange Manager ProSMa proprietary 1031 exchange workflow SaaS offering, developed by Accruit Technologies, automates the process of maintaining 1031 exchange and increases efficiency for qualified intermediaries.
DENVER, Aug 30, 2022 /PRNewswire/ — Atlanta Deferred Exchange (ADE), a qualified intermediary based on Marietta, Georgia Exchange Manager Pro implementedSM in January 2022. Having created over 700 exchanges to date, they are already experiencing a 35% reduction in processing time.
Ron Raitz, Chief Executive Officer of ADE, and fellow member of the Federation of Exchange Accommodators (FEA), was looking for a more efficient way for their counselors to facilitate 1031 exchange services. His decision to implement Accruit Technologies’ Exchange Manager ProSM was threefold: the solution was to enhance the internal counselor experience, enhance the ADE customer experience, and be a self-contained repository for all exchange information and documentation. “It not only met our expectations, but also exceeded our expectations. Choosing Exchange Manager ProSM It’s been a great decision,” said Ron.
ADE finds the internal reporting system within Exchange Manager ProSM very easy to navigate, with all the information they need to reconcile internal operations in one place. The automated workflow helps them become more proactive and less reactive as they continue to see 1031 exchange volumes increase in 2022.
ADE’s 1031 Exchange Counselor, Shaan Hawkinssaid Exchange Manager ProSM streamlines the process of maintaining 1031 exchanges; the software is easy to navigate and when a unique need arises, the Exchange Manager ProSM technology team responded quickly and found the right solution. “With Exchange Manager ProSM we have replaced our customer database, file storage and electronic signature applications and this is positively impacting our bottom line,” said Shaan.
“We are fortunate to work with Ron and the Atlanta Deferred Exchange team. As one of our first large-scale qualified intermediaries implementing Exchange Manager ProSMADE’s feedback led to additional features that we are proud to offer in our current out-of-the-box 1031 exchange software solution,” explained Brent AbrahamCEO of Accruit Technologies.
About Exchange Manager Pro
Exchange Manager ProSM Developed by Accruit Technologies LCC is a proprietary, online software application that makes managing 1031 exchanges safe, secure and simple. Exchange Manager ProSM is designed to automate routine functions of qualified intermediaries, including: online customer onboarding, document creation and distribution, and automatic deadline reminders and notifications.
Atlanta Deferred Exchange
Atlanta Deferred Exchange is a full-service 1031 expert helping real estate investors maximize the benefit of their exchange transactions. Through years of experience, they offer customers and their related professionals a complete toolbox with choices and strategic solutions. Their goal is to always exceed their customer’s expectations, both in innovation and service.
SOURCE Accruit Technologies LLC