We handle the full exchange workflow for a traditional sale then purchase structure. That includes opening the exchange, preparing the exchange agreement package, coordinating with escrow and closing teams, receiving proceeds, and wiring funds for the replacement purchase. We also keep a timeline checklist so you know exactly what is due and when.

Includes

• Exchange setup and onboarding

• Exchange agreement package

• Closing coordination with title and escrow

• Receipt and safeguarding of proceeds

• Funds disbursement for replacement closing

• Exchange summary and documentation delivery

We coordinate directly with your title company, escrow officer, attorney, Realtor, and lender so documents are correct before closing day. This reduces last minute delays and prevents common 1031 errors like incorrect vesting, missing assignment language, or wrong payee instructions.

Best for investors who want fewer surprises at the closing table and a clean paper trail

As your Qualified Intermediary, we receive and hold exchange proceeds in compliance with 1031 requirements and your exchange agreement. We provide clear wire instructions, confirmation notices, and a record of deposits and disbursements.

What you get

• Clear funding steps and wire verification process

• Segregation options depending on exchange structure

• Audit friendly reporting and confirmations

A 1031 is a deadline driven transaction. We help you stay compliant with the 45 day identification window and the 180 day exchange period, plus the documentation and notice requirements that come with a proper exchange.

What we track

• Key dates, deliverables, and signatures

• Identification formatting and submission rules

• Replacement closing readiness and funding timing

Need to acquire first and sell later. We support reverse exchange structures where timing and documentation must be handled precisely. We coordinate the structure and guide the closing team through the correct steps so the transaction stays aligned with IRS requirements.

Best for competitive markets where you cannot risk losing the replacement property

If you want to use exchange proceeds to improve the replacement property, we support improvement style structures where value is added during the exchange period. We help coordinate the documentation and milestones so improvements are accounted for correctly.

Best for investors who want to reposition a property immediately after purchase

Selling multiple relinquished properties or buying multiple replacement properties can be clean when the tracking is clean. We help keep proceeds, IDs, and closing coordination organized so the exchange does not become a spreadsheet nightmare.

Best for portfolio buyers and sellers, 1031 ladder strategies, and consolidations

When investors use Delaware Statutory Trust or tenant in common interests, the process needs extra coordination with sponsors, subscription deadlines, and funding instructions. We help coordinate the exchange side so your funds land where they need to land on time.

Best for passive 1031 strategies and diversification

Our intake and forms are designed to reduce back and forth and eliminate missing fields. The result is faster setup, fewer errors, and a smoother closing experience for your team.

Highlights

• Guided questions that adapt to the exchange type

• Auto populated fields across document sets

• Clear status checkpoints for what is complete

Everything lives in one place so clients and closing partners can access the right documents quickly. E signature speeds up execution and reduces last minute scrambling.

What your team sees

• Centralized file access

• Permission based sharing for attorneys and closers

• Time stamped document history

We use automation to support document generation, field validation, and workflow routing. That means faster turnaround and fewer human errors on repetitive steps, while keeping human review where it matters.

Value

• Shorter cycle time from intake to documents

• Reduced rework from missing details

• Consistent packaging across every exchange file

We provide templates and guidance for common identification formats so you can submit IDs correctly and on time. We do not pick the property for you, but we help make the submission compliant and properly documented.

Includes

• Identification templates

• Submission confirmation

• Basic rule guidance and formatting checks

If your tax advisor or attorney wants to review the structure, we make that easy. We provide the documents and timeline details they need to advise you properly, and we coordinate edits when required.

Best for entity changes, partnership questions, or complex portfolios

If you have a brokerage, investor group, or partner channel, we can support a consistent process and branded experience while keeping compliance tight.

Includes

• Partner specific onboarding flow

• Shared checklists for your team

• Dedicated partner coordination

We follow a controlled process for funds handling, document versioning, and approvals. The goal is simple: reduce operational risk and prevent wire errors.

Examples of controls

• Structured verification steps for disbursements

• Clear chain of custody for documentation

• Standardized closing instructions

You get clear updates at key milestones so you know where the file stands without chasing people down.

You will always know

• What is completed

• What is pending

• What is due next

• Who is responsible for the next step

Most exchanges can be opened quickly once we have your basic transaction details and the closing contact information. If you are closing soon, tell us your closing date and we prioritize setup.

Relinquished property address, estimated closing date, buyer information if available, and the contact info for your escrow or title team. If you have the settlement statement draft, that helps us move faster.

If the sale already closed and proceeds were received by you, a 1031 is generally not available because the Qualified Intermediary must be in place before closing. If you are not sure, send the timeline and we will tell you what options remain.

We do not provide tax or legal advice. We provide exchange administration, documentation, and coordination, and we work closely with your CPA or attorney.