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100% Transparency - Dashboard with deadlines, tasks and automated notifications

Manage 1031 exchanges without missed deadlines

Track the 45-day and 180-day windows, standardize workflow, and keep every stakeholder aligned in one place.

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99%
On-time deadlines
12+
Avg. hours saved
1,200+
Exchanges tracked

Dashboard with deadlines, tasks, and automated notifications.

Everything you need to run 1031 exchanges well

Built for intelligent exchangors who require transparency, control and instant feedback.

Deadline automation

Automatic 45-day and 180-day timers with reminders and alerts.

8-step guided workflow

Standardized steps with guardrails and checklists to reduce errors.

Identification tracking

Add, mark, and approve identified properties with full history.

Tasks and assignments

Assign work, set due dates, and track progress across roles.

AI Knowledge Base

Your personal 1031 exchange assistant, delivering real-time status updates and on-demand answers.

Dashboards and reports

Real-time visibility across all exchanges with CSV and PDF export.

How it works

Five clear steps from setup to close.

  1. 1
    Create exchange
    Set start date and parties.
  2. 2
    Add properties
    Track candidates and notes.
  3. 3
    Identify
    Mark identifications and approvals.
  4. 4
    Manage work
    Assign tasks, manage docs, monitor deadlines.
  5. 5
    Close & export
    Finalize and export audit-ready record.

Outcomes

Secure access to all exchange information in one place.

On-time compliance
Guardrails keep deadlines on track.
Fewer errors
Standardized steps reduce mistakes.
Time saved
Automated reminders handle follow-ups.
Portfolio view
Track every exchange in one place.

1031 Exchange Frequently Asked Questions

Quick answers to common questions about 1031 exchanges.

Start your next exchange with confidence

Create your account, invite your team, and set up an exchange in minutes.

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