Category: Press Releases

Denver, CO, August 30, 2022 – Atlanta Deferred Exchange (ADE), a Qualified Intermediary based out of Marietta, Georgia implemented Exchange Manager ProSM in January 2022. Having created over 700 exchanges year-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 3-fold: the solution had to improve the internal counselor experience, increase the ADE customer experience, and be a self-contained depository for all exchange information and documentation. “It has not only met but also exceeded our expectations. Choosing Exchange Manager ProSM has been a great decision,” said Ron.
ADE finds the internal reporting system within Exchange Manager ProSM very easy to navigate, with all of the information they need to reconcile internal operations in one place. The automated workflow is helping them become more proactive and less reactive as they continue to see 1031 exchange volumes increase throughout 2022.
ADE’s 1031 Exchange Counselor, Shaan Hawkins, said that Exchange Manager ProSM streamlines the process for servicing 1031 exchanges; the software is easy to navigate and when a unique need arises, the Exchange Manager ProSM technology team has been quick to respond and find the right resolution. “With Exchange Manager ProSM we replaced our client database, file storage, and electronic signature applications and it’s positively impacting our bottom line, “says Shaan.
“We are fortunate to work with Ron and the Atlanta Deferred Exchange team. As one of our first, large-scale Qualified Intermediaries to implement Exchange Manager ProSM, ADE’s feedback sparked additional features that we are proud to offer in our current out-of-the-box 1031 exchange software solution,” stated Brent Abrahm, CEO of Accruit Technologies.
 
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Denver, CO, August 30, 2022 – Atlanta Deferred Exchange (ADE), a Qualified Intermediary based out of Marietta, Georgia implemented Exchange Manager ProSM in January 2022. Having created over 700 exchanges year-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 3-fold: the solution had to improve the internal counselor experience, increase the ADE customer experience, and be a self-contained depository for all exchange information and documentation. “It has not only met but also exceeded our expectations. Choosing Exchange Manager ProSM has been a great decision,” said Ron.
ADE finds the internal reporting system within Exchange Manager ProSM very easy to navigate, with all of the information they need to reconcile internal operations in one place. The automated workflow is helping them become more proactive and less reactive as they continue to see 1031 exchange volumes increase throughout 2022.
ADE’s 1031 Exchange Counselor, Shaan Hawkins, said that Exchange Manager ProSM streamlines the process for servicing 1031 exchanges; the software is easy to navigate and when a unique need arises, the Exchange Manager ProSM technology team has been quick to respond and find the right resolution. “With Exchange Manager ProSM we replaced our client database, file storage, and electronic signature applications and it’s positively impacting our bottom line, “says Shaan.
“We are fortunate to work with Ron and the Atlanta Deferred Exchange team. As one of our first, large-scale Qualified Intermediaries to implement Exchange Manager ProSM, ADE’s feedback sparked additional features that we are proud to offer in our current out-of-the-box 1031 exchange software solution,” stated Brent Abrahm, CEO of Accruit Technologies.
 
About

Denver, CO, August 30, 2022 – Atlanta Deferred Exchange (ADE), a Qualified Intermediary based out of Marietta, Georgia implemented Exchange Manager ProSM in January 2022. Having created over 700 exchanges year-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 3-fold: the solution had to improve the internal counselor experience, increase the ADE customer experience, and be a self-contained depository for all exchange information and documentation. “It has not only met but also exceeded our expectations. Choosing Exchange Manager ProSM has been a great decision,” said Ron.
ADE finds the internal reporting system within Exchange Manager ProSM very easy to navigate, with all of the information they need to reconcile internal operations in one place. The automated workflow is helping them become more proactive and less reactive as they continue to see 1031 exchange volumes increase throughout 2022.
ADE’s 1031 Exchange Counselor, Shaan Hawkins, said that Exchange Manager ProSM streamlines the process for servicing 1031 exchanges; the software is easy to navigate and when a unique need arises, the Exchange Manager ProSM technology team has been quick to respond and find the right resolution. “With Exchange Manager ProSM we replaced our client database, file storage, and electronic signature applications and it’s positively impacting our bottom line, “says Shaan.
“We are fortunate to work with Ron and the Atlanta Deferred Exchange team. As one of our first, large-scale Qualified Intermediaries to implement Exchange Manager ProSM, ADE’s feedback sparked additional features that we are proud to offer in our current out-of-the-box 1031 exchange software solution,” stated Brent Abrahm, CEO of Accruit Technologies.
 
About

Denver, CO, August 4th, 2022 – Accruit Holdings LLC launched Accruit Technologies LLC to focus on the further development and growth of Exchange Manager ProSM, their patented 1031 exchange software. Originally developed for internal use by Accruit LLC, an independent Qualified Intermediary, Exchange Manager ProSM standardizes and automates the workflow improving efficiencies and increasing client satisfaction.
In 2021, the Exchange Manager ProSM Software as a Service (SaaS) offering became available to other Qualified Intermediaries and organizations that advise on 1031 exchanges. To date Exchange Manager ProSM is licensed by numerous third parties and has processed over 10,000 exchanges.
The formation of Accruit Technologies allows further separation of the 1031 exchange software from the Qualified Intermediary services. It also paves a clear path for initiatives in the Accruit Technology pipeline. Earlier this year, Mark Mayfield, Vice-president of Service Development and Delivery, initiated steps to conduct a SOC 2 Type 2 audit under the technology division.  The company expects to finalize the first phase of this process by Q4.
“Accruit Technologies is an exciting step for our organization. It allows our SaaS offering, Exchange Manager ProSM, to develop and expand separately from our Qualified Intermediary practice. Exchange Manager ProSM is revolutionizing the 1031 exchange industry, and we believe it is only just the beginning,” said Brent Abrahm, CEO of Accruit Holdings LLC.
 
About Accruit Technologies
Accruit Technologies developed Exchange Manager ProSM, a proprietary, online software application that makes administering 1031 exchanges safe, secure, and simple. Exchange Manager ProSM was designed to automate routine functions of Qualified Intermediaries including online client onboarding, document creation and distribution, and automatic deadline reminders and notifications.  

Denver, CO, August 4th, 2022 – Accruit Holdings LLC launched Accruit Technologies LLC to focus on the further development and growth of Exchange Manager ProSM, their patented 1031 exchange software. Originally developed for internal use by Accruit LLC, an independent Qualified Intermediary, Exchange Manager ProSM standardizes and automates the workflow improving efficiencies and increasing client satisfaction.
In 2021, the Exchange Manager ProSM Software as a Service (SaaS) offering became available to other Qualified Intermediaries and organizations that advise on 1031 exchanges. To date Exchange Manager ProSM is licensed by numerous third parties and has processed over 10,000 exchanges.
The formation of Accruit Technologies allows further separation of the 1031 exchange software from the Qualified Intermediary services. It also paves a clear path for initiatives in the Accruit Technology pipeline. Earlier this year, Mark Mayfield, Vice-president of Service Development and Delivery, initiated steps to conduct a SOC 2 Type 2 audit under the technology division.  The company expects to finalize the first phase of this process by Q4.
“Accruit Technologies is an exciting step for our organization. It allows our SaaS offering, Exchange Manager ProSM, to develop and expand separately from our Qualified Intermediary practice. Exchange Manager ProSM is revolutionizing the 1031 exchange industry, and we believe it is only just the beginning,” said Brent Abrahm, CEO of Accruit Holdings LLC.
 
About Accruit Technologies
Accruit Technologies developed Exchange Manager ProSM, a proprietary, online software application that makes administering 1031 exchanges safe, secure, and simple. Exchange Manager ProSM was designed to automate routine functions of Qualified Intermediaries including online client onboarding, document creation and distribution, and automatic deadline reminders and notifications.  

Denver, CO, August 4th, 2022 – Accruit Holdings LLC launched Accruit Technologies LLC to focus on the further development and growth of Exchange Manager ProSM, their patented 1031 exchange software. Originally developed for internal use by Accruit LLC, an independent Qualified Intermediary, Exchange Manager ProSM standardizes and automates the workflow improving efficiencies and increasing client satisfaction.
In 2021, the Exchange Manager ProSM Software as a Service (SaaS) offering became available to other Qualified Intermediaries and organizations that advise on 1031 exchanges. To date Exchange Manager ProSM is licensed by numerous third parties and has processed over 10,000 exchanges.
The formation of Accruit Technologies allows further separation of the 1031 exchange software from the Qualified Intermediary services. It also paves a clear path for initiatives in the Accruit Technology pipeline. Earlier this year, Mark Mayfield, Vice-president of Service Development and Delivery, initiated steps to conduct a SOC 2 Type 2 audit under the technology division.  The company expects to finalize the first phase of this process by Q4.
“Accruit Technologies is an exciting step for our organization. It allows our SaaS offering, Exchange Manager ProSM, to develop and expand separately from our Qualified Intermediary practice. Exchange Manager ProSM is revolutionizing the 1031 exchange industry, and we believe it is only just the beginning,” said Brent Abrahm, CEO of Accruit Holdings LLC.
 
About Accruit Technologies
Accruit Technologies developed Exchange Manager ProSM, a proprietary, online software application that makes administering 1031 exchanges safe, secure, and simple. Exchange Manager ProSM was designed to automate routine functions of Qualified Intermediaries including online client onboarding, document creation and distribution, and automatic deadline reminders and notifications.  

DENVER, CO, May 12, 2022 – Accruit, recently welcomed Jonathan Barge, J.D. to their team of staff attorneys. Jonathan joins Accruit after nearly 20 years in public service in the United States Air Force and as a law enforcement officer for the Bozeman, Montana Police Department. Additionally, Accruit welcomed Brad Dugger, a licensed REALTOR®, with over 10 years’ experience in the Real Estate Industry to the internal sales team, after his most recent role as Lead National Agent Development Trainer at Realogy Title Group.
Jonathan is an active member of the Montana State Bar Association, his legal experience, client-focused practice, and background in public service makes him a valuable addition to the Accruit team of staff attorneys. “What an opportunity,” said Barge. “This position allows me to work side-by-side Accruit’s renowned subject matter expert and Managing Director, Max Hansen. I’m already seeing tangible results in applying this in-house training to advise Accruit clientele and their fiduciaries on both complex and straightforward exchange transactions. I’m very excited to develop in this new role and grow Accruit’s presence in the Northwest Rocky Mountain region.”
Brad has an extensive background throughout the Real Estate Industry. From being a licensed REALTOR® to developing and instructing industry leading Continued Education (CE) courses to thousands of agents nationwide, including topics such as 1031 exchanges. Brad’s vast knowledge will be a great addition to business development at Accruit. “I cannot wait to hit the ground running. I look forward to utilizing the relationships I have within the real estate industry both in Florida and the greater United States to help investors defer capital gains and other taxes on their investment properties,” stated Brad.
“We couldn’t be more excited to grow our footprint in Montana, and the Rocky Mountain Region as a whole, as well as within Florida and other Southern states with the addition of both Jonathan and Brad,” stated Steve Holtkamp, Executive Vice President of Accruit.
About Accruit
Accruit is a leading independent, national Qualified Intermediary with over 20 years in the 1031 exchange industry, providing 1031 exchange service across all 50 states and specializing in all types of exchanges from forward, reverse, built-to-suit/improvement to non-safe harbor exchanges. Through its’ patented, 1031 exchange workflow technology, Exchange Manager ProSM, Accruit is proud to offer clients best in class customer service

DENVER, CO, May 12, 2022 – Accruit, recently welcomed Jonathan Barge, J.D. to their team of staff attorneys. Jonathan joins Accruit after nearly 20 years in public service in the United States Air Force and as a law enforcement officer for the Bozeman, Montana Police Department. Additionally, Accruit welcomed Brad Dugger, a licensed REALTOR®, with over 10 years’ experience in the Real Estate Industry to the internal sales team, after his most recent role as Lead National Agent Development Trainer at Realogy Title Group.
Jonathan is an active member of the Montana State Bar Association, his legal experience, client-focused practice, and background in public service makes him a valuable addition to the Accruit team of staff attorneys. “What an opportunity,” said Barge. “This position allows me to work side-by-side Accruit’s renowned subject matter expert and Managing Director, Max Hansen. I’m already seeing tangible results in applying this in-house training to advise Accruit clientele and their fiduciaries on both complex and straightforward exchange transactions. I’m very excited to develop in this new role and grow Accruit’s presence in the Northwest Rocky Mountain region.”
Brad has an extensive background throughout the Real Estate Industry. From being a licensed REALTOR® to developing and instructing industry leading Continued Education (CE) courses to thousands of agents nationwide, including topics such as 1031 exchanges. Brad’s vast knowledge will be a great addition to business development at Accruit. “I cannot wait to hit the ground running. I look forward to utilizing the relationships I have within the real estate industry both in Florida and the greater United States to help investors defer capital gains and other taxes on their investment properties,” stated Brad.
“We couldn’t be more excited to grow our footprint in Montana, and the Rocky Mountain Region as a whole, as well as within Florida and other Southern states with the addition of both Jonathan and Brad,” stated Steve Holtkamp, Executive Vice President of Accruit.
About Accruit
Accruit is a leading independent, national Qualified Intermediary with over 20 years in the 1031 exchange industry, providing 1031 exchange service across all 50 states and specializing in all types of exchanges from forward, reverse, built-to-suit/improvement to non-safe harbor exchanges. Through its’ patented, 1031 exchange workflow technology, Exchange Manager ProSM, Accruit is proud to offer clients best in class customer service

DENVER, CO, May 12, 2022 – Accruit, recently welcomed Jonathan Barge, J.D. to their team of staff attorneys. Jonathan joins Accruit after nearly 20 years in public service in the United States Air Force and as a law enforcement officer for the Bozeman, Montana Police Department. Additionally, Accruit welcomed Brad Dugger, a licensed REALTOR®, with over 10 years’ experience in the Real Estate Industry to the internal sales team, after his most recent role as Lead National Agent Development Trainer at Realogy Title Group.
Jonathan is an active member of the Montana State Bar Association, his legal experience, client-focused practice, and background in public service makes him a valuable addition to the Accruit team of staff attorneys. “What an opportunity,” said Barge. “This position allows me to work side-by-side Accruit’s renowned subject matter expert and Managing Director, Max Hansen. I’m already seeing tangible results in applying this in-house training to advise Accruit clientele and their fiduciaries on both complex and straightforward exchange transactions. I’m very excited to develop in this new role and grow Accruit’s presence in the Northwest Rocky Mountain region.”
Brad has an extensive background throughout the Real Estate Industry. From being a licensed REALTOR® to developing and instructing industry leading Continued Education (CE) courses to thousands of agents nationwide, including topics such as 1031 exchanges. Brad’s vast knowledge will be a great addition to business development at Accruit. “I cannot wait to hit the ground running. I look forward to utilizing the relationships I have within the real estate industry both in Florida and the greater United States to help investors defer capital gains and other taxes on their investment properties,” stated Brad.
“We couldn’t be more excited to grow our footprint in Montana, and the Rocky Mountain Region as a whole, as well as within Florida and other Southern states with the addition of both Jonathan and Brad,” stated Steve Holtkamp, Executive Vice President of Accruit.
About Accruit
Accruit is a leading independent, national Qualified Intermediary with over 20 years in the 1031 exchange industry, providing 1031 exchange service across all 50 states and specializing in all types of exchanges from forward, reverse, built-to-suit/improvement to non-safe harbor exchanges. Through its’ patented, 1031 exchange workflow technology, Exchange Manager ProSM, Accruit is proud to offer clients best in class customer service

DENVER, CO, April 27, 2022 – BHX 1031 Exchange, an independent Qualified Intermediary (QI) has seen a 50% increase in 1031 Exchange volume and at least a 50% reduction in laborious exchange processes since implementing Exchange Manager ProSM. Exchange Manager ProSM, a patented technology solution for 1031 exchanges, features autogenerated exchange agreements, assignments, and notifications. The cloud-based system allows for access to all 1031 exchange data, documents, and reports 24/7 from any device.
BHX 1031 Exchange’s CEO and Founder, Brad Horton, implemented Exchange Manager ProSM after outgrowing his original cumbersome software that required photocopying documents, manila file storage and manual, time-consuming tasks for each exchange. Brad stated that implementing Exchange Manager ProSM was, “one of the better decisions” he ever made. The digital solution eliminates paper processes and the need for storing paper files.
BHX notes that some of the most beneficial features of Exchange Manager ProSM include: the ability to have all information in one click, efficiencies created through single-entry data, and the support provided during implementation, training and beyond. “It is like having two or three brains without having to issue paychecks,” said Brad.
“We couldn’t be more excited to see the results Brad and BHX 1031 Exchange are seeing with Exchange Manager ProSM. Our one-of-a-kind, patented 1031 exchange software can revolutionize the industry, becoming the standard method by which all 1031 exchanges are processed,” stated Brent Abrahm, President and CEO of Accruit.
About Exchange Manager Pro SM
Exchange Manager ProSM is a proprietary, online software application that makes administering 1031 exchanges safe, secure, and simple. Exchange Manager ProSM was designed to automate routine functions of Qualified Intermediaries including: online client onboarding, document creation and distribution, and automatic deadline reminders and notifications.
About BHX 1031 Exchange
BHX 1031 Exchange, founded by Brad Horton, with over 27 years’ experience in 1031 tax exchanges involving over 7,000 transactions throughout the country. Brad has been involved in the Arizona real estate marketing since 1977 and has over 45 years’ experience including purchasing properties for investors, mortgage lending, and teaching continuing education such as contract law, Understanding the 1031 Exchange.