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1031 Exchange Portal
Financial organization needed to combine multiple external sources into one portal for clients.
39%
increase in exchanges processed
75%
increase in speed of processing times
Financial Organization Needed Comprehensive Portal
This portal allows both the end user and the team's admin users access to all things related to a client's 1031 exchange details in one seamless view. Data connections include:
- Dropbox Sign
- Banking integration
- Property API
- Market research
- Keyword trends
The Codezy team did a tremendous job understanging our overall project needs. The end result is a very comprehensive solution that our partners and clients love! And it was completed in lightning fast time!
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(833) 253-2343
hello@codezyteam.com
San Jose, Syracuse, Toronto
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