How to Automate Accruit Exchange Manager Pro

A qualified intermediary stands between a seller and their own money

A like-kind exchange only works if the seller never touches the proceeds. Someone else has to hold the money from the property being sold, produce the paperwork that ties two separate closings into one transaction, and send the funds on to the closing agent for the property being bought. That someone is a qualified intermediary, and Exchange Manager Pro is the software a QI runs its 1031 files on.

Accruit built it. Accruit is a national qualified intermediary in its own right, part of Inspira Financial since 2023, and it licenses the platform to other intermediaries and to firms that advise on exchanges. The people signed into it all day are exchange coordinators and closing officers rather than tax counsel.

The pressure comes from everyone else standing around the same file. An agent, a closing attorney, a title company, a lender and the taxpayer are all waiting on the same document set, and there is usually a closing date already booked.

Nothing in an exchange closes without a document from somebody else

A file is opened on a phone call and then spends weeks waiting on other people's offices.

A settlement statement arrives as an attachment from a title company on the afternoon of closing. A wire goes out and the confirmation sits in the bank's online account, so a coordinator keeps refreshing it until the money shows. The exchanger signs the agreement and the assignment, or does not, and finding out means opening the signature queue and reading names. An identification notice comes back scanned and crooked, listing addresses somebody then checks against the file.

The replacement side is worse, because none of it is under the intermediary's control: a purchase contract that keeps moving, a lender who has gone quiet, a deed that may or may not have recorded yet.

None of it is hard. It is a long queue of small checks, each one on somebody else's website, each with a date sitting behind it.

Accruit Exchange Manager Pro

Funds confirmed rather than assumed Each exchange checked against the account that holds its money, so a wire that has not landed is named the same morning it should have.

Signatures chased before the date The agreements and identification notices still unsigned, listed by nearest deadline instead of found by opening the queue and reading down it.

Closings read off the county and the title company Recorded deeds, settlement statements and moved closing dates collected from the sites that publish them and written against the file.

Exchange Manager Pro is strongest inside the file it owns

Accruit describes Exchange Manager Pro as workflow technology for qualified intermediaries, and within its own boundary it takes out most of the clerical work. Exhaust that before looking further.

Documents are generated rather than typed: the exchange agreement, the assignments and the notices come out of data entered once at intake. System notifications carry deadline reminders, next steps and document distribution to the exchanger, their advisors and referral sources, and they are configurable, so each contact can be opted in or out. Everything the exchange produces, documents, notes, notifications and fee details, sits in a central cloud repository a few clicks from the exchanger record. Documents go out for electronic signature through the platform instead of over email, and the platform is SOC 2 Type 2 compliant.

All of that acts on what the file already holds. It drafts from data it was given and it notifies the people it was told about. What it cannot do is go and look at anyone else's screen: the account holding the funds, the title company's portal, the county recorder, the lender's site.

Every live exchange arrives at the desk already checked

Turn that round, and the morning queue stops being a search.

Every open file checked against the account holding its funds, so a wire that has not landed is on a list before anyone has to ask where the money went. The signature queue read overnight, so the exchanges still waiting on an agreement or an unsigned identification notice are named instead of hunted for. The county recorder's index opened for the replacement property, so a deed that recorded on Friday is against the file on Monday rather than at the next audit.

The title company's own portal opened for the settlement statement, with the figures on it set beside what the file says the exchange is worth. A closing agent's status page read for a date that quietly moved. Payoff letters, lender conditions and insurance on the replacement side pulled into one page per exchange.

For an intermediary carrying a few hundred live files, the shape is identical and only the volume changes: one worklist each morning, ordered by nearest date, exceptions at the top, and everything already quiet left alone.

The portal checks can go, the exchange judgement stays

Opening a bank site to see whether a wire cleared and deciding whether an exchange holds up are not the same work, and only one of them needs someone who knows the rules.

WebRun is an AI agent that drives a real Chrome browser, signed in as you. It opens the bank, the recorder's index, the title company's portal and Exchange Manager Pro itself, reads what is on the screen, and hands back a status list, a deadline digest or a draft.

It runs on your schedule in your own private environment, and you can watch a run and stop it. The line is fixed: it gathers, reconciles and drafts. It does not release funds, send a notice to an exchanger or sign anything. Those wait for the coordinator whose name is on the file.

Each workflow below names the sites it opens.