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The first intelligent exchange platform

Manage 1031 exchanges without missed deadlines

Track your 45-day identification and 180-day exchange deadlines with confidence all in one intelligent platform.

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Exchange transparency
5
Minute exchange opening
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Guesswork
i1031 Dashboard

Dashboard with deadlines, tasks, and automated notifications.

A complete 1031 exchange platform

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

Deadline Automation

Track IRS timelines with confidence. Automated 45-day and 180-day countdowns with email/SMS reminders to keep exchanges on schedule.

8-Step Guided Workflow

Standardized steps and checklists with guardrails to reduce errors and ensure compliance from setup through closing.

Property Identification Tracking

Add and revoke identified replacement properties with a clear audit history and status tracking.

Tasks & Assignments

Shared task workflows for exchangors and qualified intermediaries, with assigned responsibilities, due dates, and transparent progress tracking across the exchange lifecycle.

AI Assistant

A context-aware AI assistant that monitors exchange progress, completed actions, outstanding requirements, assigned responsibilities, and statutory deadlines, while delivering real-time guidance on 1031 rules and procedures.

Dashboards & Reports

Real time visibility into every exchange with a comprehensive audit ready PDF that documents the entire exchange from start to finish capturing each step, action, timestamp and milestone along with downloadable CSV exports for reporting and review.

How it works

Clear, five-step process built for real-world exchange workflows.

  1. 1
    Create Exchange
    Enter relinquished property address, legal title and other necessary exchange info.
  2. 2
    Assemble the Team
    Enter escrow and other exchange team contacts to enable seamless collaboration from the start.
  3. 3
    Identify Replacement Properties
    Identify, add, and revoke replacement properties in seconds with all actions preserved in the exchange record.
  4. 4
    Manage Work
    Assign tasks, upload docs, track deadlines, and collaborate in one place.
  5. 5
    Close & Export
    Finalize each exchange and export an audit-ready record with confidence.

Outcomes You Can Expect

Secure access to all exchange information in one place.

Secure Centralized Exchange Data
All exchange information stays organized in one secure place.
On-Time Compliance
Guardrails and alerts keep you ahead of hard IRS deadlines.
Fewer Errors & Rework
Standardized workflows reduce mistakes that slow closings.
Time Saved
Automated reminders and task visibility free your team to focus on higher-value work.
Portfolio View
Track every active and historical exchange from a unified dashboard.

1031 Exchange – Frequently Asked Questions

Quick answers to common questions about 1031 exchanges.

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Start your first intelligent exchange now.

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

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