i1031 allows you to create your exchange, review and sign agreement from anywhere, anytime. Create your first exchange by clicking Create Exchange. View progress in the intelligent exchange dashboard where all exchange information is contained. Click complete to move forward in exchange setup. Open the agreement to review terms before signing. Review the contract terms and conditions. Close the window and return to the dashboard. If you agree to the Terms and Conditions, click to continue. Enter the details of the property you're selling. Initial the agreement by typing your initials in the field. Finalize your exchange by signing the agreement.

Manage Escrow Information. Enter escrow details to keep your transaction organized and moving toward a successful closing. Click Complete to begin adding Escrow Information. Add the escrow agent's details. Mark this step complete, automatically updating your exchange timeline and notifying relevant stakeholders. Transform Your 1031 Exchanges. Experience compliance tracking and never miss a deadline again. Discuss how to streamline your next exchange.

The i1031 Timeline Dashboard provides a real-time view of the entire exchange, including the 45-day identification period and 180-day exchange completion deadline. The 45-day property identification period and 180-day exchange completion deadline become visible in the dashboard once the administrator confirms the relinquished property escrow close date. Users enter the relinquished property sale escrow close date and click Complete Task. The 45-day identification deadline and 180-day exchange deadline remain visible throughout the exchange. Dynamic color changes provide visual cues as critical dates approach. A timeline slider tracks the 45-day identification period and 180-day exchange completion deadlines.

Trust Balance Overview tracks exchange funds with a view of trust account balance. The Trust Account Balance is entered by the administrator on the administrator side. After being added by the administrator, the Trust Account Balance becomes visible on the user dashboard.

Clera is an AI exchange assistant that answers questions about 1031 exchanges by retrieving information from emails, documents, and timelines. The platform includes automated deadline tracking for 45-day and 180-day 1031 exchange requirements with real-time compliance monitoring. Users can view upcoming tasks with assigned ownership and responsibility tracking. The system provides a centralized financial summary that tracks all funds moving through the exchange. The platform includes real-time progress monitoring that shows current status and upcoming milestones in the exchange process. Clera consolidates exchange management tools into a single interface for managing 1031 exchange workflows and client collaboration.

Add replacement properties to track 1031 exchange process. Navigate to the property details section. Click Add to begin entering information. Enter property details including address, purchase price, and closing date. Provide initials to authenticate property identification. Click Add Property to complete entry. View list of all identified replacement properties with address, value, and identification date. Track multiple properties within the same 1031 exchange. Maintain documentation for IRS compliance during like-kind exchange timeline. Monitor property identification deadlines and exchange requirements.

Revoke Replacement Property. If your exchange plans change, you can revoke an identified replacement property. Exchangor has successfully identified a replacement property. Exchangors are able to revoke identified properties during the 45-day ID period. Click REVOKE to begin. Read warning and then enter REVOKE. Click Confirm Revocation to revoke the identified property. Your revocation is confirmed and documented for compliance purposes. Navigate back to dashboard to review the exchange timeline. Your 45-day identification timer is reactivated.

Update the status of a replacement property to In Escrow when an exchangor has identified a replacement property. Click view to enter escrow information for the replacement property. Click Complete to add escrow details. Enter escrow company details. Click Complete Task. Click In Escrow to notify all parties that escrow has been opened. Click In Escrow to finalize this step. The replacement property status is updated to In Escrow.

Cancel escrow when an identified property falls out of escrow. Identified property has been moved to In Escrow. View identified property details. Click Escrow Failed to update the status. Status updates to Escrow Failed. Identification property timer reactivates with the exact number of days remaining in the identification period.

Upload, store, and access exchange-related documents from a centralized dashboard. Organize files and collaborate with the exchange team to maintain availability of critical documentation. Access a personalized KYC Checklist showing which documents the exchange requires for compliance. The checklist organizes requirements to clarify what is needed to complete the exchange. Upload documents securely without sending sensitive files via email. Enter credentials to access the personal exchange dashboard. Optional login persistence maintains security for sensitive exchange information. Navigate to the secure document upload area. Drag and drop files or browse to upload multiple documents at once. Submit documents for immediate receipt by the exchange administrator. Confirmation verifies documents are stored securely and the checklist updates automatically. Upload exchange agreements and audit PDFs to the vault for indefinite future reference. The platform handles 1031 exchange compliance and document management with support from the team throughout the process.

Open exchange details to view audit trail. Click Audit Trail to review exchange activity. Export data by clicking the export button. Generate PDF reports that convert 1031 exchange details into clear documentation. Access and download transaction history. Share transaction information as needed.

i1031 includes in-app messaging functionality that allows users to communicate directly with their qualified intermediary within the platform. Users can securely message their team, share updates, and maintain a complete communication history tied to their exchange. The messaging center provides real-time guidance from the qualified intermediary. Users compose messages and send them through the interface. The system delivers notifications when administrators respond. All conversations remain within the platform rather than requiring external email correspondence..