1031 Exchanges
Intelligent exchange setup, deadline tracking, interest calculations, payment workflows, and more. Take on more deals without adding overhead.
Automate 1031 workflows
Run hundreds of concurrent exchanges, with deadline tracking, alerting, document management, fund segregation, audit trails and reporting.
The Platform
The six pieces of infrastructure that handle 1031s
So the bank can focus on client relationships instead of 1031 workflows.
What QIs are looking for in banking partners
"The deadlines are where we have found the most potential liability. The 45 day, 180 day clock. Everyone in this room wants to make sure nothing slips."
"Spreadsheets, manual deadline tracking, comes from one source as a PDF, fax it over or it's emailed."
"We move money too many times. I don't like moving money. It's not my money. I'm responsible for it. And the less I touch it, the less I move it, the less chance for error."
