Qualified Intermediary Dashboards for 1031 Exchange Planning
Executing a successful 1031 exchange can be a game-changer for real estate investors.
It allows the deferral of capital gains taxes by reinvesting proceeds from a sold property into a “like-kind” replacement.
But with rigid timelines, strict documentation rules, and third-party involvement, the process can get complicated fast.
That’s where Qualified Intermediary (QI) dashboards come in—digital platforms that help investors, realtors, and QIs collaborate efficiently and stay compliant.
📌 Table of Contents
- What Is a Qualified Intermediary?
- Why Dashboards Are Critical for 1031 Exchanges
- Key Features of a Good QI Dashboard
- Benefits for Investors and Advisors
- Related Resources
🏢 What Is a Qualified Intermediary?
A Qualified Intermediary (QI) is a neutral third party that facilitates 1031 exchanges by holding the proceeds from the sale and handling the purchase of the replacement property.
The IRS requires a QI to ensure the seller does not receive or control the funds during the transaction.
This role is legally essential, and the QI must manage documentation, escrow, deadlines, and communication between parties.
🧭 Why Dashboards Are Critical for 1031 Exchanges
With 45 days to identify a replacement and 180 days to close, every minute counts in a 1031 exchange.
A dashboard gives all parties real-time visibility into deadlines, document progress, funds status, and compliance alerts.
It reduces communication breakdowns, helps avoid disqualification, and ensures everyone stays aligned from start to finish.
⚙️ Key Features of a Good QI Dashboard
✔ Calendar view of IRS deadlines with alerts
✔ Document upload and e-signature tracking
✔ Secure escrow and disbursement logs
✔ Role-based access for buyers, sellers, QIs, agents, and attorneys
✔ AI-driven reminders and audit readiness modules
✔ Integrated chat or messaging between involved parties
📈 Benefits for Investors and Advisors
✅ Reduced risk of disqualification due to missed deadlines
✅ Faster coordination among all parties
✅ Centralized records for audit or IRS inquiries
✅ Stress-free planning, even for multi-property or reverse exchanges
✅ Accessible dashboards on desktop and mobile
🔗 Related Resources
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