1031 exchange management software that runs the whole file

The problem with managing exchanges by hand

Ask most exchange teams how they manage files and you'll hear the same answer: a spreadsheet of deadlines, a shared drive of PDFs, a bank portal for balances, and an inbox full of client questions. It works until someone is out sick on day 44, or until two people update two different copies of the same spreadsheet.

Exchange management software replaces that patchwork with one system of record. Deadlines can't drift because they calculate from the sale date. Documents can't go missing because they're generated and signed inside the file. Status can't be out of date because it advances automatically as work is completed.

What you can manage in DeferAlly

• Exchanges and clients: an organized list of every exchange by client, nickname, status and relinquished property, with map previews.
• Deadlines: 45-day and 180-day countdowns on every file, plus a firm-wide board of urgent and overdue exchanges.
• Status timeline: statuses advance automatically from intake to identification to closing as checklist items and escrow events are completed.
• Escrow: a ledger of deposits and disbursements, funds-received tracking and estimated interest accrued.
• Identification: replacement properties with values, checked against IRS identification rules.
• Documents and e-signature: generated exchange documents and designation notices, signed in the app.
• Communication: client updates by email or text, drafted with AI if you like, with delivery status and one-click resend.
• Reporting: compliance audit logs, exports and escrow interest analytics.

Automation that saves hours per exchange

DeferAlly's automations handle the work nobody enjoys: deadline reminders, status updates, contact checks before an update goes out, and notifications to closing agents and advisors. The built-in AI assistant, Ally, can draft client updates and answer common 1031 questions so your team spends its time on the work that needs a professional.

Fits into the tools you already use

Import clients by CSV in minutes. On Elite and Custom plans, sync contacts and deals with HubSpot or Salesforce. Custom plans add API access, single sign-on and multi-entity management for larger organizations.

Frequently asked questions