1stBank Real Estate Sales 2018-03-20T17:52:55+00:00

Project Description

Helping Real Estate Investors Reduce Taxes

1stBank 1031 manages complex 1031 real estate Exchanges. The new system needed to improve access to customer information and collaborate on opportunities. Not only that, it had to better track customer interactions case-by-case. The system:

  • Allows taxpayers to sell property and replace it with similar property within approved guidelines without paying federal taxes
  • Tracks key data on Properties and Clients such as Status, Officer, Type, referral sources, improvements, fees, dates, addresses
  • Automated reminders for key deadlines
  • Tracked comprehensive Escrow accounts with cash in/out and balances
  • Auto-generated 1099s and other key documents
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