Regent is 1031 exchange software for qualified intermediaries. It runs each delayed exchange from intake to the final accounting: deadlines, identification, exchange funds and payouts, documents and signatures, and a portal for the exchanger.

Is Regent itself a qualified intermediary?

No. Regent is software. It never holds exchange funds and never competes with your firm for exchangers.

Which exchanges does Regent support?

Delayed (forward) exchanges, for individuals, trusts and entities. Reverse and improvement exchanges are not supported today.

Does Regent move money?

No. Your firm's accounts hold exchange funds, and your staff send wires through your bank. Regent is the ledger and the control system: it decides whether a payout may go and records who verified, approved and sent it.

How many approvals does a payout need?

Your firm sets two to five. By default neither the person who prepared the payout nor the person who made the callback can approve it, and loosening the policy needs a second person.

How does Regent track deadlines?

It computes day 45 and the end of the exchange period from the transfer date on every file, ends the period at the tax-return due date when that comes first and no extension is on file, and sends reminders on your firm's schedule.

Regent is 1031 exchange software for qualified intermediaries. It runs each delayed exchange from intake to the final accounting: deadlines, identification, exchange funds and payouts, documents and signatures, and a portal for the exchanger.

Is Regent itself a qualified intermediary?

No. Regent is software. It never holds exchange funds and never competes with your firm for exchangers.

Which exchanges does Regent support?

Delayed (forward) exchanges, for individuals, trusts and entities. Reverse and improvement exchanges are not supported today.

Does Regent move money?

No. Your firm's accounts hold exchange funds, and your staff send wires through your bank. Regent is the ledger and the control system: it decides whether a payout may go and records who verified, approved and sent it.

How many approvals does a payout need?

Your firm sets two to five. By default neither the person who prepared the payout nor the person who made the callback can approve it, and loosening the policy needs a second person.

How does Regent track deadlines?

It computes day 45 and the end of the exchange period from the transfer date on every file, ends the period at the tax-return due date when that comes first and no extension is on file, and sends reminders on your firm's schedule.

Regent · FAQ

Straight answersabout Regent.

What Regent does, what it doesn't do yet, and how a firm gets started. If your question isn't here, ask it on a call.

Regent overview

Straight answers

The product

What is Regent?: Regent is 1031 exchange software for qualified intermediaries. It runs each delayed exchange from intake to the final accounting: deadlines, identification, exchange funds and payouts, documents and signatures, and a portal for the exchanger.
Who is Regent for?: Independent qualified intermediaries, and title and escrow companies, banks, trust companies and law firms that run or are starting an intermediary.
Is Regent itself a qualified intermediary?: No. Regent is software. It never holds exchange funds and never competes with your firm for exchangers.
Which exchanges does Regent support?: Delayed (forward) exchanges, for individuals, trusts and entities. Reverse and improvement exchanges are not supported today.

Straight answers

Money and payouts

Does Regent move money?: No. Your firm's accounts hold exchange funds, and your staff send wires through your bank. Regent is the ledger and the control system: it decides whether a payout may go and records who verified, approved and sent it.
How many approvals does a payout need?: Your firm sets two to five. By default neither the person who prepared the payout nor the person who made the callback can approve it, and loosening the policy needs a second person.
How are wire instructions verified?: By a recorded callback to a number from an independent source, with a read-back of the routing number, account, beneficiary, amount and bank. Callbacks to numbers the requester supplied stop the payout.
Does Regent calculate interest on exchange funds?: Not today. Interest can be paid out and disclosed, but Regent doesn't accrue or compute it.

Straight answers

Day-to-day work

How does Regent track deadlines?: It computes day 45 and the end of the exchange period from the transfer date on every file, ends the period at the tax-return due date when that comes first and no extension is on file, and sends reminders on your firm's schedule.
Can we use our own documents?: Yes. Your exchange and escrow agreements are your own Word templates. Regent supplies standard forms for the rest, which you can edit in the browser.
How do exchangers use Regent?: Through a phone-friendly portal in your firm's name: intake, identity verification, signing, identifying replacement property, approving payouts and seeing what you hold for them.
Do escrow officers need an account?: No. They work through secure, code-protected links sent for each task.

Straight answers

Data and getting started

How do we get started?: Schedule a call. We'll walk a file through Regent with you, then set up your firm's workspace. A guided setup covers the firm, team, money settings, documents and portal.
Is our data separate from other firms'?: Yes. Each firm's data is walled off in the data layer, taxpayer IDs and account numbers are encrypted, and the audit log can't be edited.
Can we export data or connect other systems?: Not yet: there is no export, report builder or public API today. Tell us what you need on the call.
How is Regent priced?: Regent is licensed to firms on annual terms. We'll go through it on the call.

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