Know which 1031 exchange leads are worth showing time
Ask every 1031 buyer whether their original property has sold or is under contract, whether a qualified intermediary is already engaged, and which market and property type they're targeting — plus sale documentation — before you set foot in a showing.
The exact intake your 1031 exchange property search leads complete
This is the real 5-question guided intake for 1031 Exchange Property Search — the same flow your customers finish before you ever pick up the phone.
What a qualified 1031 exchange property search lead should tell you
Intake for buyers who need a replacement property that qualifies for a 1031 tax-deferred exchange, including where they are in the sale of their original property, whether an intermediary is engaged, and what type of asset and market they're targeting.
- Already Sold Original Property
- Working With Qualified Intermediary
- Replacement Property
- Geographic Area Or Market
- Sole Decision-Maker This Property
The questions your team needs answered
Every 1031 exchange property search intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you already sold your original property or is it currently under contract? | Where the buyer stands on selling the original property is the single strongest signal for how soon they'll actually be ready to buy a replacement. |
| Are you working with a qualified intermediary for this exchange? | Having a qualified intermediary already engaged shows the buyer understands exchange requirements and is procedurally ready to move. |
| What type of replacement property are you looking for? | The property type answer determines which listings and which agent this lead should be routed to before any showing is scheduled. |
| Which geographic area or market are you targeting for the replacement property? | Captures the detail in the client’s own words so you’re briefed before the first call. |
| Are you the sole decision-maker for this property purchase? | A buyer who is the sole decision-maker can commit to a showing immediately, while a joint decision means an extra approval step first. |
How Cliont scores 1031 exchange property search leads
Every answer is weighted automatically — no manual review required.
Value signals
- Already sold/closed
- Under contract, not yet closed
- Planning to sell soon
- Working With Qualified Intermediary: yes
- Sole Decision-Maker This Property: yes
See the lead your team receives
1031 Exchange Property Search Lead
From first click to qualified lead
Follow buyers, sellers, and renters 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 inquiry
Smart questions adapt to their inquiry and capture the full scope.
They add photos
Property photos and details come attached, so you prep before the showing.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for 1031 exchange property search workflows
| Cliont capability | 1031 Exchange Property Search application |
|---|---|
| Weighted scoring | Sale/contract status and intermediary engagement carry the heaviest weights, so already-closed sellers with an intermediary in place automatically outrank buyers who haven't decided to sell. |
| Multi-choice segmentation | The replacement property type question lets you split leads into residential, commercial, multifamily, industrial, or land buckets and route each to the agent who handles that asset class. |
| Free-text capture | The target market question preserves the buyer's exact geographic answer so your team can match it against active listings instead of guessing from a dropdown. |
| Lead routing to CRM | Only buyers with a favorable sale status and confirmed decision-making authority get pushed to your CRM as showing-ready, keeping undecided sellers out of your weekend calendar. |
Common 1031 exchange property search lead scenarios
Closed sale, ready to buy
The original property is already sold, a qualified intermediary is in place, and the buyer is the sole decision-maker — the intake scores this as high priority for immediate replacement-property showings.
Still deciding whether to sell
The lead hasn't yet decided to sell the original property and has no intermediary lined up, so the intake flags this as early-stage rather than showing-ready.
Under contract, timeline pressure
The original property is under contract but not closed, meaning the exchange clock hasn't started yet — the intake still ranks this above undecided sellers but below already-closed leads.
Multiple decision-makers involved
The buyer indicates they are not the sole decision-maker, which the intake weights lower than solo buyers since a spouse or partner still needs to sign off before a showing is worth scheduling.
Broad, undecided property search
The buyer selects 'Not sure' for replacement property type and gives only a vague target market, signaling this lead needs more qualification before you commit a Saturday to it.
Connect Cliont to your workflow
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1031 Exchange Property Search lead-intake FAQs
How does the intake treat leads who haven't sold their original property yet?
The sale/contract status question separates already-closed and under-contract sellers, who score highest, from those who've only decided to sell soon or haven't decided at all, so you can prioritize outreach accordingly.
Why does the intake ask about a qualified intermediary?
A 1031 exchange requires a qualified intermediary to hold proceeds, so a yes answer signals the buyer understands the process and is further along, while a no answer flags a lead who may still need education before a showing makes sense.
Can I filter leads by the type of replacement property they want?
Yes — the multi-choice property type question captures whether the buyer wants residential rental, commercial, multifamily, industrial, or land, so you can route leads to the right agent or listing set.
What happens if the buyer isn't the sole decision-maker?
The intake asks this directly and weights sole decision-makers higher, since leads that require a partner or spouse's approval typically need an extra step before a showing is worth scheduling.
How is the target market question used since it's free text?
The free-text market field lets buyers name any geography without being boxed into a preset list, and that answer gets attached to the lead so your team can immediately see if it matches your active inventory.
How is this different from the Investment Property Search intake?
This intake is built specifically around exchange mechanics — sale/contract status and intermediary use — rather than general investment criteria, so it surfaces exchange-driven urgency that the standard Investment Property Search intake doesn't capture.
Turn 1031 exchange property search visitors into qualified deals
Give every 1031 exchange property search visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you spend a Saturday showing.