CompanyTypes

What will AGI do for Qualified Intermediaries?

Key roles: Exchange Officer, Certified Exchange Specialist (CES), Senior Exchange Coordinator, Escrow Accounting Manager, Wire Transfer Specialist, In-House 1031 Counsel, 1031 Exchange Consultant, Regional Business Development Manager, Referral Relations Director, Exchange Assistant, Treasury Operations Specialist. Departments: Exchange Operations, Escrow & Treasury Management, 1031 Compliance & Legal, Referral Partner Development, Document Preparation, Client Concierge Services, Audit & Risk Management.

How AGI delivers it

Four ways AGI delivers for Qualified Intermediaries

  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    For Qualified Intermediaries, encode how your work runs, once, as software that executes itself.

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    For Qualified Intermediaries, hire a digital employee that does the job under earned, supervised autonomy.

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    For Qualified Intermediaries, get the professional outcome delivered as software, priced on results, not headcount.

  • Headless SaaS for Agents

    Give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.

    For Qualified Intermediaries, give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.

Value flow

How Qualified Intermediaries connects

uses tool

  • Document Management Systemmodel
  • Document Scanning Equipmentmodel
  • Identification Tracking Calendarmodel
  • Notary Equipmentmodel
  • Official check imprintersmodel
  • Secure Document Safesmodel
  • Secure Document Vaultsmodel
  • Segregated Escrow Accountmodel
  • Segregated Escrow Trust Accountsmodel
  • Wire Transfer Terminalmodel
  • Wire Transfer Terminalsmodel