Superior Security of Funds

• Segregated FDIC insured account for each exchange including your name and Taxpayer Identification Number.
• Ability to log on to the financial institution's website and view your account balance online any time.
• Account statements directly from financial institutions.
• In addition to your written authorization, two internal authorizations are required to move your funds.
• Funds protected through a Qualified Escrow Agreement (QEA), when requested.
• Multi-million dollar fidelity bond and professional liability coverage.

Superior Exchange Experience

• Our Exchange Team keeps the exchange process simple for all parties.
• For your convenience, one Exchange Officer will work with you throughout the exchange process although our entire team will be familiar with your transaction and available to answer your questions.
• Documents prepared by exchange professionals that know local real estate and title practices.
• User friendly exchange documentation and correspondences.
• Step-by-step instructions throughout the exchange process.
• Ability to contact your Exchange Officer any time, including after traditional business hours.
• Availability to attend your closing, when requested.
• Complete post-exchange packet containing copies of all pertinent exchange documents as well as a helpful year end tax reporting booklet to assist your tax advisor prepare your IRS Form 8824.
• Documents can be prepared with little notice. Exchanges can be initiated in as little as twenty minutes.