Clera™, our contextual AI co-pilot and proactive compliance monitor, oversees your specific transaction and has a deep understanding of 1031 exchange regulations. No searching. No guessing. No blind spots.
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Clera instantly monitors every critical 1031 Exchange deadline, including your 45-day identification period and 180-day exchange completion deadline. Get real-time answers about remaining days, upcoming milestones, and compliance requirements specific to your exchange.
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Not sure what to do next? Clera provides personalized guidance based on your exchange status, helping you navigate required actions, avoid costly mistakes, and stay on track from start to finish.
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Get a clear financial snapshot of your exchange at any time. Clera can summarize sale proceeds, estimated equity, debt replacement requirements, exchange balances, and other key financial details to help you make informed decisions.
Stay informed with instant exchange updates. Clera can provide a complete overview of your current exchange status, completed milestones, outstanding tasks, and important events so you always know exactly where your transaction stands.
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No escrow markups. No per-property surcharges. Zero surprise add-ons.
Per relinquished property
45-Day & 180-Day Deadline Tracking
Digital Property Identification & Revocation
Trust Account FDIC Insurance up to $50 million
Secure In-App QI Messaging
UETA-Compliant Digital Signatures
Clera™ Contextual AI Assistant
Real-Time Notifications (Email + SMS)
Triple custody wire transfer protocol
Fidelity Bond Coverage
Immutable Audit Trail
Errors & Omissions Insurance
Audit Ready Exchange Report
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 is a modern Qualified Intermediary that provides a secure and organized intelligent platform for 1031 exchanges administered in accordance with applicable regulations and established banking frameworks
i1031 is a modern Qualified Intermediary that provides a secure and organized intelligent platform for 1031 exchanges combining institutional banking with compliance focused processes and real time visibility.
