SaaS Offering of Exchange Manager ProSM
In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country. Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for Exchange Manager ProSM reduces the time to create documents to just a few minutes, reducing the impact of such an interruption to an exchange specialist’s workflow 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. Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.
Central Repository for all Exchange Documents and Other Data: Exchange Manager ProSM retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location. Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.