1031 exchange intake that captures replacement-property deadlines up
Ask upfront whether the property was held for investment, when the sale closes, and whether a qualified intermediary is already in place, then collect the closing statement or purchase agreement before the file ever reaches your CRM.
The exact intake your 1031 exchanges leads complete
This is the real 8-question guided intake for 1031 Exchanges — the same flow your customers finish before you ever pick up the phone.
What a qualified 1031 exchanges lead should tell you
A 1031 exchange lets an owner defer capital gains tax by reinvesting sale proceeds from an investment or business property into a similar U.S. replacement property under strict IRS timing rules.
- Property Sold (Or Plan
- Selling (Or Did Sell)
- Want Defer Capital Gains
- Already Sold Property, Or
- Buy Another U.S. Investment
- Plan Use Qualified Intermediary
- Within 45 Days Sale
- Within 180 Days Sale
The questions your team needs answered
Every 1031 exchanges intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the property you sold (or plan to sell) located in the United States? | 1031 treatment only applies to U.S. real property, so this answer determines basic eligibility before any other question matters. |
| Are you selling (or did you sell) the property as an investment or for business use (not as your main home)? | Only investment or business-use property qualifies, so a primary residence sale should be routed away from a 1031 matter. |
| Do you want to defer capital gains taxes by using a 1031 exchange? | This confirms the client actually intends to use the exchange mechanism rather than simply asking about capital gains in general. |
| Have you already sold the property, or do you expect to close the sale within the next 6 months? | Whether the sale has closed or is closing soon determines how urgently the identification and replacement deadlines apply. |
| Are you planning to buy another U.S. investment or business property to replace it? | Confirming intent to buy replacement property distinguishes a genuine exchange from a client who only wants to sell and cash out. |
| Do you plan to use a qualified intermediary so you do not receive the sale money directly? | Using a qualified intermediary so the client never receives sale proceeds directly is a structural requirement for a valid exchange. |
| Are you within 45 days of the sale closing date (or do you expect to be) and need to identify replacement property on time? | Proximity to the 45-day identification deadline is a strong signal that the matter needs prompt attorney attention. |
| Are you within 180 days of the sale closing date (or do you expect to be) and need to complete the purchase of the replacement property on time? | Proximity to the 180-day purchase deadline flags how much runway remains to complete the exchange correctly. |
How Cliont scores 1031 exchanges leads
Every answer is weighted automatically — no manual review required.
Value signals
- Property Sold (Or Plan: yes
- Selling (Or Did Sell): yes
- Want Defer Capital Gains: yes
- Already Sold Property, Or: yes
- Buy Another U.S. Investment: yes
- Plan Use Qualified Intermediary: yes
See the lead your team receives
1031 Exchange Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for 1031 exchanges workflows
| Cliont capability | 1031 Exchanges application |
|---|---|
| Conditional branching logic | Skips the 45-day and 180-day deadline questions entirely if the client hasn't sold or scheduled a closing, keeping the intake short for early-stage inquiries. |
| Automated lead scoring | Weights U.S. property location, investment/business use, and exchange intent highest, since those three answers determine basic IRS eligibility before anything else matters. |
| Document upload capture | Collects the purchase agreement or closing statement upfront so a matter is ready for review the moment a qualified lead lands in your CRM. |
| CRM routing rules | Sends leads flagged as within the 45-day identification window into your CRM with urgency indicated, separate from early-stage exchange inquiries. |
Common 1031 exchanges lead scenarios
Sold, racing the 45-day window
The sale already closed and the client needs to identify replacement property within 45 days, so the intake flags the timing questions as urgent.
Primary residence, not eligible
The property was the client's main home rather than an investment or business asset, so the intake routes this as a lower-fit inquiry instead of a 1031 matter.
Property held outside the U.S.
Because 1031 treatment requires U.S. real property, an intake answer showing a foreign property signals the matter likely doesn't qualify.
Intermediary in place, closing near 180 days
A qualified intermediary is already engaged and the replacement purchase is approaching the 180-day deadline, indicating a client further along who needs prompt attention.
Exploring an exchange, no sale yet
The client wants to defer taxes but hasn't sold or scheduled a closing, so the intake captures intent without triggering the identification-deadline questions.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
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Choose the plan that works for your business.
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- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More real estate law intake templates
1031 Exchanges lead-intake FAQs
How does the intake handle a lead who hasn't sold their property yet?
If the client indicates they haven't closed or don't expect to close within six months, the identification and purchase deadline questions are skipped and the lead is captured as an early-stage inquiry rather than a time-sensitive matter.
Can the intake catch leads whose property is outside the United States?
Yes, one question confirms whether the sold or soon-to-be-sold property is located in the U.S., which is a threshold requirement for 1031 treatment and is scored accordingly.
Does the intake distinguish an investment property from a primary residence?
Yes, a direct question asks whether the property was held for investment or business use rather than as the client's main home, since only qualifying-use property is eligible.
Does the intake track the IRS 45-day and 180-day deadlines?
Yes, two separate questions ask whether the client is within (or approaching) the 45-day identification window and the 180-day replacement-purchase window, so time-sensitive files can be prioritized.
What if the client hasn't lined up a qualified intermediary?
The intake asks directly about intermediary plans; a 'no' answer doesn't disqualify the lead but signals the exchange structure isn't yet in motion, which matters for how quickly the matter needs attention.
How is this intake different from a general real estate closing intake?
Unlike closing representation or title review intakes, this flow is built around IRS-specific eligibility and timing questions, so it can separate genuine 1031 exchange matters from routine sales or refinances.
Turn 1031 exchanges visitors into qualified cases
Give every 1031 exchanges visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.