Exchange Manager ProSM by Accruit
ALTA ID: 0006322
Exchange Manager ProSM by Accruit
44 Cook St Ste 530
Denver, CO 80206-5822
Contact: Karlee Kilbey
Phone: 800-237-1031
Fax: 888-892-5899
Email: info@accruit.com
Web: www.accruit.com
Company Description
Accruit's 1031 Exchange platform, Managed Service allows title companies to offer 1031 Exchange services to their existing clientele through our white-labeled offering and its' seamless integration with our experts.
Managed Service allows you to maintain the relationship with your client while we act as your back-office Qualified Intermediary (QI). Leveraging this unique service offering supported by our patented software, Exchange Manager Pro℠, provides a seamless experience to your clients and generates a new revenue stream for you business.
Through Managed Service, all communications and exchange documents are custom branded for a turnkey, white-label product for you. Exchange Manager Pro℠ automates much of the 1031 Exchange process, so you are able to focus time on growing your customer base and business through a new offering.
Managed Service Offers Unique Benefits Including:
- No more turning away customers or referring clients to competitors
- Prove a better, more efficient customer experience
- Drive new income through a favorable revenue share
Managed Service is a white-labeled "QI in a Box" solution. We provide the platform and tools for you to offer 1031 exchange services.
Inherit the following on Day 1:
- $50 million Fidelity Bond, $25 million Errors & Omission, and $20 million Cyber Liability
- Access to Accruit's team of experts which includes five staff attorneys, CPAs, and Certified Exchange Specialists®
- A dedicated Exchange Officer in the back-office to process exchanges
- Educational resources and training opportunities
- Customizable marketing materials to go to market with your new service offering
About Accruit
Accruit is a leading full service Qualified Intermediary and developer of the industry’s only patented 1031 Exchange technology, Exchange Manager Pro℠.
Founded in 2000 and acquired by Inspira Financial in 2023, Accruit has gained the trust of thousands of clients and become a leader in the industry through its highly credentialed experts, consistent delivery of service, innovative technologies, robust security protocols and financial strength.