<h2>SaaS Offering of Exchange Manager Pro<b>^SM</b></h2>

<p>In 2020 and 2021, we have seen an unprecedented surge of interest in, and execution of, 1031 exchanges in all areas of the country. &nbsp;Qualified Intermediaries (QIs) all over America are challenged to keep up with demand for <a href="https://www.accruit.com/blog/1031-real-estate-exchanges-what-like-kind&…; target="_blank" title="1031 exchange">1031 exchange services</a> well outpacing all previous transactional levels. &nbsp;With that in mind, the time is right for Accruit to offer our internally developed, patented, safe, simple, and secure software, Exchange Manager Pro^SM, previously available only to Accruit and select partners and clients, for white-label licensing to the QI industry as a whole.</p>

<h2>The Benefits of Accruit's&nbsp;Exchange Manager Pro^SM&nbsp;Software<b><o:p></o:p></b></h2>

<ul>
<li>Administrative Efficiency:&nbsp;By simplifying process flow, reducing duplicate data entry, and pushing some data collection out to 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. &nbsp;Decrease the time spent on mundane clerical tasks so you can spend more focused time with your clients.</li>
<li>Simplify and Accelerate Document Creation: &nbsp; In the current real estate climate, closings often pop up with very little warning, and creating exchange documents becomes a sudden priority. &nbsp;Developed for scale and efficiencies, <a href="https://www.accruit.com/property-advisors/managed-services&quot; target="_blank" title="Accruit 1031 Exchange Manage Services">Exchange Manager Pro^SM</a> 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.</li>
<li>System Notifications: &nbsp;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. &nbsp;Make sure all parties are aware of relevant milestones without having to maintain templates and set reminders.</li>
<li>Central Repository for all Exchange Documents and Other Data: &nbsp;Exchange Manager Pro^SM retains all exchange documents, system notifications, notes, and exchange data in one cloud-based location. &nbsp;Just a handful of clicks take you from exchanger details to exchange overview to exchange documents to fee information to sale or purchase details.</li>
</ul>

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<p>&nbsp;</p>
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<p>Executing a 1031 exchange properly can range from the simple to the complex depending on a variety of issues such as property type, property use, vesting and so on. To this day, however, the vast majority of Qualified Intermediaries processing <a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 tax deferred exchange">1031 tax deferred exchanges</a> still rely on either a paper-based system or title software modified to attempt to fit the needs of a 1031 exchange workflow. Not only do these antiquated ways of processing exchanges open customers and companies to the risk of error and broken exchanges, but also reduces efficiencies and the overall customer experience.</p>

<p>Accruit, as a nationally recognized Qualified Intermediary and technology company, thinks of this differently. &nbsp;Building on its over 20-year history in&nbsp;<a href="https://www.accruit.com/property-owners/1031-exchange-explained&quot; title="1031 exchange">1031 exchange</a>&nbsp;technology,&nbsp;Accruit developed&nbsp;and patented&nbsp;Exchange Manager Pro℠ (EMP) software initially as an internal&nbsp;1031 exchange&nbsp;processing software to gain efficiencies, create internal controls, increase security and drive the customer experience higher. &nbsp;&nbsp;</p>

<ul>
<li><strong>Efficiencies:</strong> It is estimated that&nbsp;Exchange Manager Pro℠&nbsp;from Accruit&nbsp;can increase the number of exchanges processed per person by 2-3x a paper-based system.</li>
<li><strong>Internal Controls: </strong>Exchange Manager Pro℠ is built on a <a href="https://www.accruit.com/blog/1031-like-kind-exchanges-myths-vs-realitie…; title="1031 exchange rules">1031 exchange rules</a>-based system with wizards to help client service professionals process exchanges without constant oversight and feedback.</li>
<li><strong>Security:</strong> The cloud-based software increases security through two-factor authentication, document retention and electronic signature capture.</li>
<li><strong>Customer Experience:</strong> Users of Exchange Manager Pro℠ are capable of spending more time working with clients and less time with administrative tasks. The technology helped propel Accruit to the highest customer service score in the industry as measured by Net Promoter Scores (NPS).</li>
</ul>

<p>Exchange Manager Pro℠ is now available externally to Title Companies, Qualified Intermediaries, Banks, Attorneys and others through Accruit’s Managed Service platform. <a href="https://www.accruit.com/blog/managed-services-powered-exchange-manager-…; title="1031 manage services">1031 Managed Services</a> clients can take advantage of either the 1031 exchange&nbsp;automation or licensing EMP&nbsp;as a 1031 software&nbsp;application depending on their unique needs.</p>

<p>Software automation clients can take advantage of the increased efficiencies of Exchange Manager Pro℠ coupled with the depth of knowledge of Accruit. For example, a title company may wish to monetize their&nbsp;<a href="https://www.accruit.com/blog/primer-1031-exchanges-and-related-types-ex…; title="1031 tax exchange">1031 tax exchange</a>&nbsp;volume, but do not want to invest in the resources and legal requirements to build their own Qualified&nbsp;Intermediary. Through EMP software automation, that title company can now upload necessary documents and information easily through the cloud and allow Accruit and Exchange Manager Pro℠ to process the exchange while they focus on the client and enjoy the added revenue of a new business line.</p>

<p>Software as a Service (SaaS) clients license the software and are able to leverage it to power their exchange operations. These customers tend to already be a Qualified Intermediary and are looking for the software to increase efficiencies, embed controls and security and increase the customer experience.</p>

<p>If you are interested in learning more about Exchange Manager Pro℠ or <a href="https://www.accruit.com/property-advisors/managed-services&quot; title="Accruit's Managed Services">Accruit’s Managed Services</a> platform contact us at <a href="mailto: info@accruit.com" title="info@accruit.com">info@accruit.com</a> or <a href="tel:8002371031" tabindex="-1">(800) 237-1031</a>&nbsp;today!</p>

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<p>For those who advise on real estate transactions routinely, you likely have clients in need of 1031 like-kind exchange services. &nbsp;Whether they are looking for a qualified intermediary, or just some guidance on how an exchange is facilitated, your real estate advisory talents naturally align with an ancillary 1031 exchange offering.</p>

<p><br />
But what are your choices? &nbsp;Your client trusts you to make sure they are well advised. &nbsp;</p>

<p>You can:</p>

<ul>
<li>Refer YOUR CLIENT over to another real estate advisor (title company, attorney, bank, CPA) that can act as a qualified intermediary? &nbsp;Watch out – this outsourced value-added service has the potential of jeopardizing your client relationship. &nbsp;&nbsp;</li>
<li>Try to facilitate the exchange yourself. &nbsp;Become a qualified intermediary—as long as you are not a disqualified party. &nbsp;Make sure you are well versed in IRC§1031, recent private letter rulings, Rev-Procs, state guidelines, and additional insurance requirements.</li>
<li>Simply tell your client you can’t help them, which also strains your relationship and future referral opportunities.</li>
</ul>

<p>What if none of these is the right solution? &nbsp;It is important to retain your client relationship, provide cross-selling opportunities, stay engaged during the real estate transaction and be compensated for your effort. &nbsp;&nbsp;</p>

<p>A back-office 1031 Managed Service option is a simple solution to this dilemma. &nbsp;Powered by Exchange Manager Pro℠, a patented technology developed by one of the country’s most experienced and largest qualified intermediaries, you can provide a full service 1031 experience and remain engaged with your client without the burden of maintaining a complex 1031 solution. &nbsp;</p>

<p>Some of the exclusive benefits offered by adding Exchange Manager Pro℠ include:</p>

<ul>
<li>Document prep: exchange agreement, assignments, and designation notice</li>
<li>Your clients remain your clients</li>
<li>1031 technical support from Certified Exchange Specialists® and exchange attorneys</li>
<li>Document retention and retrieval</li>
<li>Electronic signature functionality &nbsp;</li>
<li>Branded communication between you and your client</li>
<li>Complete suite of reports, including banking and final exchange summary report</li>
</ul>

<p>1031s are complex by nature. &nbsp;But for a dedicated service offering coupled with leading industry technology and supported by technical expertise, the transaction should be hassle-free. &nbsp; &nbsp;</p>

<p>Timely email notifications on exchange progress to the exchanger and Exchange Facilitator, including:</p>

<ul>
<li>45-day identification and 180-day exchange period reminders</li>
<li>Assignment notifications and instructions for relinquished and replacement properties</li>
<li>Confirmation of funds credited and confirmation of funds received</li>
<li>Upcoming bank holidays</li>
<li>Executed exchange documents</li>
</ul>

<p><br />
The Managed Services solution gives you the opportunity to provide the level of services your clients have come to expect coupled with extensive support from respected, experienced professionals. &nbsp;Managed Services is a back-office technology solution with the flexibility to white-label the experience. &nbsp;Adding the Exchange Manager Pro℠ solution not only provides the technology workflow you need to track your clients’ 1031 exchanges, but also helps to ensure that your QI services strictly adhere to all IRC §1031 rules.&nbsp;</p>

<p><br />
Simply being a qualified intermediary under the regulations is relatively easy. &nbsp;However, in an industry where form over substance is imperative, being intimately involved with the nuances comes with knowledge and experience to avoid a significant tax consequence. The Managed Services powered by Exchange Manager Pro℠ solution provides you with the tools to execute 1031 exchanges, combined with the expertise that goes with it. You’ll add a fully operational, fully dedicated 1031 department to your company and grow revenue while providing a service your clients can trust.</p>

<p>Ready to learn more? Get in touch with us today to discuss how to add a Managed Services offering to your company.</p>
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<p><span style="tab-stops:268.0pt"><b>DENVER, CO –</b> Accruit, a financial technology company specializing in escrow and 1031 exchange services, today announced the general availability of its fifth major release of its Exchange Manager application that makes tax-deferred exchanges of real estate safe, secure and simple for both clients and advisors. With this unique app, investors and advisors can more easily participate in 1031 exchange transactions that provide increased cash flow of up to 40 percent of asset sales. </span></p>

<p><span style="tab-stops:268.0pt">The only app of its kind, Exchange Manager allows for smooth, efficient and secure management of 1031 exchanges with paperless processing, mobile access, deadline-tracking and automated exchange notifications. All documents are handled through the online system and can be signed electronically. In addition, Exchange Manager allows clients, advisors and tax attorneys to enter data directly into the app and quickly export exchange reports at tax time, as well as provides access to deposits, reports and documents at any stage of the process. Transaction data is protected by 256-bit encryption and is filtered through a web application firewall. Additionally, all transaction data is continuously backed up.</span></p>

<p><span style="tab-stops:268.0pt">“For more than 15 years, Accruit has been the recognized leader in escrow and 1031 exchange solutions. In fact, in 2002, we transformed personal property exchanges with our patented exchange automation platform. Our new web-based and mobile-ready Exchange Manager sets a new standard in 1031 exchange solutions by streamlining the exchange process for single exchange clients in an industry that relies on manual exchange transactions,” said Karen Kemerling, president and COO, Accruit.</span></p>

<p><span style="tab-stops:268.0pt">“Accruit has always been known as the leader in 1031 exchange technology, and Exchange Manager offers a huge leap in value to our clients,” said Martin Edwards, Accruit’s EVP and general counsel and a 35-year veteran of the 1031 exchange industry. “Deadline-tracking, management of replacement property identification, and the ease of reporting – any one of these alone would qualify Exchange Manager as a big step. Combined, they’re a game changer. We now spend a lot less time processing and more time adding value for our clients.” </span></p>

<h2><span style="tab-stops:268.0pt">About Accruit</span></h2>

<p><span style="tab-stops:268.0pt">Accruit, LLC is a financial technology company that facilitates all types of commercial and individual transactions as a trusted independent escrow agent and qualified intermediary. Accruit specializes in 1031 like-kind exchange services and escrow, including Digital Vault, an escrow solution for digital assets, and PaySAFE®, providing protection to buyers and sellers in online transactions. Learn more about <a aria-label="Paysafe" href="https://paysafeescrow.com/&quot; title="Paysafe">PaySAFE®</a>.</span></p>

<p>The Accruit Exchange Manager™ was featured in the most recent <em>Trusts &amp; Estates</em> magazine's monthly technology review. The reviewer, Donald H. Kelley of Kelley, Scritsmier &amp; Byrne, P.C., regularly covers technology and related issues for the legal publication, which is devoted to the wealth management sector.</p>

<p>His review considered four key criteria, and awarded the Exchange Manager™ 18 out of a possible 20 stars, concluding that "[t]he Accruit service furnishes an efficient way to handle the details of like-kind exchanges and all the associated document preparation and record keeping."</p>

<p>We've always touted the efficiency and effectiveness of Accruit technology, and it's rewarding to see independent analysts reaching the same conclusions.</p>

<ul>
<li><a href="http://trustsandestates.com/tech_center/management-like-kind-exchanges0…; target="_blank">Read the article at Trusts &amp; Estates.com</a></li>
</ul>

<p>If you read enough of the Accruit Website, you'll notice that we talk a good bit about how technology plays an important role in the processing of successful 1031 Like-Kind Exchanges (LKEs).&nbsp; We obviously think this is an important reason to do business with us, but it's possible that some readers may want to know more about <em>why</em> a technology-driven process is so beneficial to them.</p>

<p>There are a number of ways in which a software-based process helps you, and addressing them all at once might be too much for one sitting. So let's call this part one of a series.</p>

<p>Up first, technology assures your compliance with key milestones. Without the use of advanced technology you're relying on manual processes to ensure that your exchange falls within the Section 1031 regulations.&nbsp; Many key milestones take place during the course of an exchange, and if they're not met you won't be able to complete the exchange.&nbsp; For example, if you do not purchase replacement property by day 45, you must provide your qualified intermediary (QI) with identified property you plan to purchase by day 180.&nbsp; A QI cannot accept identifications after day 45, so if you aren't properly reminded to follow this step, you will not be able to complete the exchange.</p>

<p>In addition to managing the exchange process, having an online resource available 24x7 to look up information about your exchange is very comforting...you don't need to wait for normal business hours to have your questions answered.&nbsp; With the Accruit LKE solution you are able to look up your account balances and other key information online, anytime, anywhere.</p>

<p>Accruit has the only patented process for performing Like-Kind Exchanges over the Internet.&nbsp; This not only ensures that you're kept informed of key steps in an exchange using technology, you have information available to you 24x7.</p>

<p>I&nbsp;believe this is a fundamentally better way of completing 1031 exchanges. Check back periodically for more reasons why a tech-enabled solution is your best option.</p>