A strong fit
Firms running delayed (forward) exchanges for individuals, trusts and entities, who want deadline control, documents, wire controls and a client portal in one place.
Regent · For qualified intermediaries
Run more exchangeswith the team you have.
You know the rules cold. What costs you is the stitching: dates in a spreadsheet, agreements in Word, reminders in a calendar, wire details in an inbox. Regent puts every file in one record and keeps it moving, so your people spend their time on judgment, not re-keying.
Before and after
What changes on a Monday morning.
| Today | With Regent |
|---|---|
| A spreadsheet of closing dates, checked by whoever remembers | Day 45 and the exchange-period end computed on every file, with the return due date applied, on one workbench |
| Word templates copied and re-typed for each file | Your templates filled from the file, sent for signature in order, executed copies kept |
| Calendar reminders you set by hand | Reminders to the exchanger and processor on a schedule the firm sets once |
| Wire instructions in email, verified on a sticky note | Callbacks recorded against an escrow directory, with hard stops and your approval policy |
| Exchangers calling to ask where things stand | A portal in your name with their money, their dates and their next step |
| An auditor's request that takes a week | An append-only history on every file and a funds page for the firm |
Software only
We don't compete for your exchangers.
Some exchange software comes from a company that is also an intermediary, which means your files run on a competitor’s system. Regent is software. Your exchangers are yours; they see your name, your logo and your letterhead, and they never see an offer from us.
Moving over
Start new files in Regent; let the old ones finish.
01
Guided setup
An admin works through the firm, the team, money settings, documents and the customer portal.02
Your agreements
Upload your exchange and escrow agreements. Regent's standard forms cover the rest, and you can edit them.03
Your controls
Set required approvals, verification limits, business hours, your fee and your reminder schedule.04
First files
Open new exchanges in Regent while files already in progress finish where they are.
Fit
Who Regent suits today.
Not yet
Firms whose work is mostly reverse or improvement exchanges, or who need exports, a public API or a custom portal domain today. Ask us where these stand.
Straight answers
Questions QI owners ask
- How many staff can we have?
- Each person signs in as themselves with a role, admin or processor. Bring the number to the call and we'll talk it through.
- How is Regent priced?
- Regent is licensed to firms on annual terms. We'll go through it on the call.
- Can our existing files come over?
- Most firms start new exchanges in Regent and let files in progress finish where they are. We'll plan the move with you.
- Do we keep our bank?
- Yes. Exchange funds stay in your accounts at your bank. Regent is the ledger and the controls; your staff send the wires.
Keep going
- FeatureExchange managementPhases that advance on their own, follow-ups, a workbench and search across every file.Read it
- FeatureExchange funds ledgerReceipts, payouts and balances per exchange and firm-wide, under an approval policy you set.Read it
- FeatureWire fraud controlsCallback verification, an escrow directory, hard stops and an incident checklist.Read it
- FeatureDay 45 and day 180 trackingBoth deadlines on every file, the return-due-date cutoff and reminders on your schedule.Read it
- FeatureExchanger portalA phone-first portal in your firm's name: intake, identity, signing, identification and funds held.Read it
- OverviewRegent1031 exchange software for qualified intermediaries, from intake to the final accounting.Read it