SaaS-Based Software Development for 1031 Tax Code Facilitator

December 05,2022 Dallas USA

Our client is one of the top 1031 firms in North America.

1031X gives you the best service, the quickest turnaround time, the most secure transactions, and the maximum peace of mind.

1031X keeps track of business activity in the real estate market using third-party software called Dotloop. Because the clients serve a relatively untapped market, there must be ready-made software that works for them. A multi-tiered interface is being developed for this Project's various stakeholders to work together to meet the client's needs.

"Due to the specialized nature of 1031X's Work, the scope of the project is extremely broad. After the Brainvire team and the client have completed the Discover phase, detailed SRS and clickable wireframes will be created," said Chintan Shah, CEO, Brainvire.

Our goal is to create custom software that their company and its employees, other professionals in the industry, and qualified intermediary businesses can use in the same way that Turbo Tax is used. We want to help our client introduce a product that users will appreciate. When making this system, the needs of customers must come first, not the needs of their portfolios or individual exchange files. 

This system's main goal should be to make the client's or end-user's life easier by directing them step-by-step through the process with the help of wizards and strategically-placed guard rails that raise processing or regulatory flags where recognized. Each person in the system should only be able to see the information relevant to their role in a customer profile or portfolio. The data should be presented in a way that is both aesthetically pleasing and straightforward to read and manage. Finally, we want to ensure that the processing system we give you is functional, teaches you something, and is set up differently from other systems. In a nutshell, our goal is not to undercut existing businesses in the sector but to change how they deal with this problem, making their competitors irrelevant.

This intuitive system will work as an end-to-end solution for the 1031 exchange process, which we will be integrating with CRM, including lead management, new order intake workflow, client and employee-facing dashboards, email connectivity, timeline tracking with reminders, client source management, reports, multiple related exchange transactions/file linking, statements of account, widgets, and mobile access. 

About Brainvire

Brainvire is one of the world’s fastest-growing IT consulting firms, with a mission to create a difference in society through technology. Brainvire offers exclusive consultancy services such as Business Intelligence, Digital Marketing, Cloud ERP, CRM for E-commerce, etc., for diverse industry verticals while keeping customer satisfaction as its top priority. Over the past 20 years, Brainvire has built exceptional IT services and consulting team of more than 1500 people and served more than 2000 customers across the world.

Brainvire is a proud Odoo Gold Partner, Adobe Commerce Partner, Magento Partner, Microsoft Gold Partner, Salesforce Partner, SAP Gold Partner, and AWS Partner. It has earned many accolades such as Company of the Year, Top IT Services Firm, Top Mobile App Developers, and Best eCommerce Development Company, Inc 5000, The Dallas 100 Entrepreneur Award, Deloitte Fast 500, Silicon Valley Business Journal: Fastest Growing American Company, and Great Place to Work by various prestigious platforms.

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