Complete My Exchange



1. Complete the form below when you are ready to purchase a property and need to access exchange funds for a deposit or closing.

2. Once you submit the information, your closing agent will be sent a form to request funds 3 days prior to when they are needed.

3. Be sure to contact your closing agent to confirm the amount being requested and that the exchange matter the funds are coming from is correct.

Please complete the form below

Exchanger (Client) Email *

Address of Purchase Property

Zip Code of Purchase Property

Closing Agent (Escrow or Attorney)

Closing Agent Email *

Closing Agent Phone

* Required field

Make the 1031 Exchange Rules Work for You:

3. Consult 3. Schedule a Consultation

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