The Client
The client is a national qualified intermediary that provides the Internal Revenue Section (IRS) Code 1031 delayed and simultaneous tax-deferred exchange services to the public.
About the Project
Experion re-engineered its existing desktop-based property exchange system to a cloud-based exchange operation management application. The application allows the user to capture the client, relinquished, and the replacement property details in the system. The whole documentation process is carried out through this application.
Key Features/ Benefits
- Proper identification of potential acquisition properties and completion of the exchange.
- Multiple properties, seller and buyer management
- Template-based document generation
- SMS and Email notifications