How to choose the best 1031 exchange platform

DeferAlly vs. the alternatives

Legacy 1031 software features vary by vendor; this reflects what we commonly see in older exchange software. Verify specific vendors during your evaluation.

The features that matter most

• Deadline certainty: dates must calculate automatically from the sale date and stay visible to the whole team, with clear alerts before day 45 and day 180.
• Money visibility: an escrow ledger per exchange that shows deposits, disbursements, funds received and interest, not a separate bank login.
• Identification guardrails: the system should check replacement properties against the IRS rules before the notice is sent.
• Documents without retyping: exchange agreements, assignments and designation notices generated from the data you've already entered, with e-signature built in.
• Client experience: a branded portal where clients see their own deadlines, documents and balances, which means fewer 'where are we?' calls.
• Communication you can trust: confirmation that client emails and texts were delivered, and an easy way to resend when they weren't.
• Auditability: a complete, exportable log of who did what and when.

Questions to ask any 1031 exchange platform vendor

• Is the e-signature and client portal included, or an extra fee?
• How long does it take a new team member to learn the system?
• Does the vendor act as a QI, and could it compete with my firm for clients?
• Can I export all of my data at any time?
• What support hours are included, and is 24/7 support available?
• Does it integrate with my CRM?

Why firms choose DeferAlly

DeferAlly is a new, purpose-built 1031 exchange platform with e-signature, a white-labeled client portal, an AI assistant and in-app video included, not sold as add-ons. It's software for QIs rather than a QI, so it never competes with your firm. And it was designed to need no training, so your team is productive on day one.

Frequently asked questions