Real Estate · Investor

1031 Exchange / Disposition Timeline Coordination

Support investor clients through a property disposition on a tight tax-driven timeline.

Apps this needs

Transaction Management Contract milestones and contingency deadlines through to closing. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Tracks the critical identification and closing deadlines specific to the exchange timeline, provided by the client's advisors.
  2. Sends proactive reminders well ahead of each deadline to the owner and their other professionals — never providing tax advice itself.
  3. Coordinates the listing/disposition timeline to align with the required deadlines, written to the transaction system.
  4. Flags any risk to the timeline immediately given the significant tax consequences of a missed deadline.

Data sources

Transaction timeline data Exchange deadline calendar (as provided by the client's advisors)

What it targets

  • Deadlines tracked and communicated proactively Target 100%
  • Missed exchange deadlines Target 0