Simple Pricing

No escrow markups. No per-property surcharges. Zero surprise add-ons.

Rated 4.8/5 from over 800 reviews.

Monthly

Yearly

BASIC

$22

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

Get Started

FLAT EXCHANGE PRICING

$500

Per relinquished property

$500 Administrative Exchange Fee waived if Exchange contract exceeds 30 days after relinquished property close date.

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

Start Exchange

Pro

$124

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

Get Started

BASIC

$22

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

Get Started

POPULAR PLAN

STANDARD

$46

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

Get Started

Pro

$144

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

Get Started

FAQ

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

All Questions

What Is i1031?

Why should I trust i1031 with my exchange?

A premium Qualified Intermediary must deliver more than just documents; they must deliver peace of mind. i1031 addresses the long-standing industry weaknesses of limited transparency and manual tracking. We provide the institutional-grade fund controls, regulation-conscious design, and audit-ready recordkeeping that modern financial professionals expect. We didn't just update the 1031 exchange; we perfected it for the digital age.

Is i1031 an actual Qualified Intermediary of record?

Yes. i1031 is a full-service Qualified Intermediary. The platform is our proprietary digital infrastructure, but our firm fulfills all statutory requirements of a QI. We provide the legal structure, secure fund custody, and administrative expertise required to complete a valid IRC 1031 exchange.

How are my exchange funds protected?

Exchange fund protection is our highest priority. Our premium structure provides institutional-grade controls, including segregated exchange accounts and a triple-custody wire transfer protocol involving a third-party private fiduciary. Every material action is recorded within the system, creating an unalterable digital audit trail. This level of structured visibility reinforces internal controls and ensures your capital is protected and perfected against the risks of manual oversight.

Is i1031 different from traditional Qualified Intermediaries?

Most legacy QIs rely on 1980s-era manual processing, unencrypted emails, and a lack of transparency that creates unnecessary risk. i1031 is the exchange’s long-overdue digital evolution. Our firm operates through a purpose-built digital architecture designed specifically around IRC Section 1031. Unlike traditional firms that hide the process from you, we provide a secure, mobile-native dashboard that delivers real-time visibility, automated deadline monitoring, and secure fund tracking in one unified interface.

Can I grant my CPA or Attorney access to my dashboard?

Absolutely. i1031 supports the collaborative nature of high-value transactions. You can grant your tax and legal advisors secure, read-only access to your dashboard, allowing them to verify compliance and download audit-ready documents without the delay of “phone tag” or scattered email chains.

Is i1031 a “DIY” software platform?

No, i1031 is not a do-it-yourself tool. It is a highly sophisticated collaborative system that serves as a strategic co-pilot, bringing the exchangor and the Qualified Intermediary together in a single intelligent environment. While our team performs the required compliance and administrative functions, the platform provides the real-time transparency you deserve — ensuring you are never left guessing where your transaction stands.

Is the platform compliant with IRS 1031 regulations?

Our entire process architecture was built to withstand the harshest IRS spotlight. We have embedded constructive receipt safeguards directly into the workflow, alongside digital time-stamping for property identification within the 45-day window. From correctly structured assignment documentation to automated deadline reminders, the platform proactively guides compliance at every step. This "compliance-first" design reduces avoidable errors and reinforces the rigorous standards modern investors demand.

What visibility do I have during my exchange?

You are no longer dependent on business hours or waiting for calls to be returned. You receive 24-hour secure dashboard access from any location. Inside your portal, you can view exchange balances in real-time, execute property identifications digitally, and export a complete activity log for your CPA. You maintain informed oversight and total control from start to finish, staying connected to your exchange at 5G speeds.

How does i1031 improve speed without sacrificing security?

In the analog world, speed and security are often at odds. Our platform was engineered so that they reinforce one another. By replacing mailing delays with digital execution and fragmented emails with integrated messaging, we eliminate administrative fog. Efficiency improves because institutional-grade safeguards are built into the system's core rather than layered on top. The result is a faster, more sophisticated process supported by an unalterable digital record.