Accruit celebrates its 10th Managed Service client with the addition of a title company based out of Wisconsin. Accruit’s patented cloud-based technology platform, Exchange Manager Pro SM, simplifies the processing of 1031 exchanges for its partners by handling the processing, administration, and fund tracking, enabling partners to focus on their customer relationships.
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Accruit Celebrates 10th Managed Service 1031 Exchange Client
Customers have decided to partner with Accruit through Managed Service to gain competitive advantage with the use of Exchange Manager ProSM. In addition to another revenue source by offering 1031 exchange, title companies can secure their title work on both the sale and purchase while protecting their client list and banks can gain visibility into future loan opportunities.
“Customers can easily keep track of their exchanges through Exchange Manager Pro’s automated processes that track and manage deadlines, forms, and movement of funds. This level of transparency is a game changer for our managed services partners.” says Steve Holtkamp, Executive Vice President and CFO for Accruit.
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Accruit launched its Managed Service platform in 2019 to serve as an outlet for qualified intermediaries, title companies, banks, attorneys and others who had a desire to offer 1031 exchanges services but did not have the resources or dedicated expertise. Through Exchange Manager ProSM technology, Managed Service customers can offer a semi customized or fully white label 1031 exchange solution to their customers without needing to invest heavily in personnel, processes and ongoing legal requirements. All of which is handled through Accruit Managed Service.
Managed Services is backed by Accruit’s in-house Certified Exchange Specialists (CES®) and Real Estate & Tax Attorneys for 1031 exchange expert support and the highest rated customer service scores in the industry.