Qualified Intermediary coordination ensures seamless communication between your QI, legal counsel, lender, title company, and brokerage throughout the exchange. The QI holds exchange funds and prepares critical documentation, so any delay or miscommunication at this level can jeopardize the entire transaction.
We serve as the operational liaison between your QI and all other parties, verifying that exchange agreements are executed correctly, funds are wired on schedule, and identification notices are filed within statutory deadlines. We are not a Qualified Intermediary — our role is to keep the process organized and moving.
Investors who coordinate QI activity in isolation often discover problems too late to fix. A dedicated coordination layer catches issues before they become deal-breakers.
Related services
Find replacement properties for your 1031 exchange
Coordinate standard forward exchanges
Structure reverse exchanges
Manage identification deadlines
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.
Send your 1031 intake securely
We respond with next steps quickly.