No escrow markups. No per-property surcharges. Zero surprise add-ons.
Per relinquished property
45-Day & 180-Day Deadline Tracking
Digital Property Identification & Revocation
Exchange Trust Account Visibility
Secure In-App QI Messaging
UETA-Compliant Digital Signatures
Contextual AI Assistant
Real-Time Notifications (Email + SMS) AI Assistant
Institutional Banking Custody
Fidelity Bond Coverage
Errors & Omissions Insurance
Immutable Audit Trail
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
i1031 provides structured digital infrastructure for 1031 exchanges administered in accordance with applicable regulations and established banking frameworks
Most Qualified Intermediaries rely on manual processing, scattered emails, and limited visibility. Our firm operates through the i1031 Intelligent Exchange Platform, a purpose built digital infrastructure designed specifically around Internal Revenue Code Section 1031 and Treasury Regulations. Each exchange is managed inside a secure web based dashboard that delivers realtime status visibility, compliant digital document execution under UETA standards, secure fund tracking, and automated deadline monitoring for both the 45 day identification period and the 180 day completion window.
Exchange fund protection is our highest priority. Our premium structure incorporates segregated exchange accounts, institutional banking relationships, dual authorization disbursement controls, documented wire verification protocols, and complete platform level transaction logging. Every material action is recorded within the system creating a permanent digital audit trail. This structured visibility supports responsible cash management, strengthens internal controls, and simplifies IRS review if ever required.
Our entire process architecture was built around the statutory framework of IRC Section 1031 and its governing Treasury Regulations. Exchange agreements are executed prior to closing. Assignment documentation is structured correctly. Constructive receipt safeguards are embedded into the workflow. Property identification tracking is digitally time stamped within the 45 day window. Automated deadline reminders reduce timing risk. Rather than reacting to problems, our system proactively guides compliance at every step. That design reduces avoidable errors and enhances regulatory alignment.
You receive twenty four hour secure dashboard access to your exchange from anywhere. Inside your portal you can view exchange balances in realtime, access executed documents, monitor identification deadlines, submit replacement property identifications digitally, communicate securely within the system, and export a complete activity log for your CPA or audit support. You are not dependent on business hours or waiting for email responses. You maintain informed oversight from start to finish.
Speed and security are often treated as opposing forces. Our platform was engineered so they reinforce one another. Digital execution eliminates mailing delays. Structured workflows reduce preventable errors. Integrated messaging replaces fragmented communication. Automated deadline tracking reduces last minute pressure. Efficiency improves because compliance controls are built into the system rather than layered on top of it. The result is a faster process supported by stronger safeguards.
A premium Qualified Intermediary should deliver more than documents. You should expect institutional grade fund controls, regulation conscious process design, transparent operational standards, secure digital infrastructure, and audit ready recordkeeping. Our firm was built to modernize the 1031 exchange experience. The i1031 Intelligent Exchange Platform addresses long standing industry weaknesses including limited transparency, fragmented communication, and manual compliance tracking.