AI Chatbot for 1031 Qualified Intermediaries
SleekAI reads your active exchange records, IRS Section 1031 rule references, identification rules (3 property, 200 percent, 95 percent), and deadline calendar from WordPress, so investors get accurate answers on like-kind, boot, reverse exchanges, and DST options. Bring your own OpenAI, Anthropic, Google, or OpenRouter API key.
♾️ Lifetime License available
1031 deadlines are unforgiving and clients always ask at 9pm
A 1031 like-kind exchange has two hard deadlines that the IRS does not negotiate. 45 days to identify replacement property from the closing of the relinquished property, and 180 days to complete the acquisition. Miss either and the entire exchange disqualifies. Investors panic-text at 9pm on day 38, 'can I still identify three properties or do I have to go with the one I named on day 12', and the QI's licensed staff is offline until 8am the next morning. By morning the investor has called another QI, second-guessed the whole exchange, and may have already missed the window mentally even if not legally.
SleekAI maps your active exchange pipeline as a custom post type with relinquished_close_date, identification_deadline, acquisition_deadline, identification_rule (3-property, 200 percent, 95 percent), and properties_identified array. An investor asks 'how much time do I have left', the bot reads their exchange record and returns the exact days remaining on both clocks. 'Can I identify a fourth property', the bot reads the current identification rule and explains the constraint precisely.
Generic bots cannot answer 1031 questions because the rules are timeline-specific, exchange-specific, and bound to actual IRS code. SleekAI grounds every answer in the client's actual exchange data and your stored rule references. Legal questions still route to the QI's licensed officers, but most investor questions are clock checks and identification questions that the bot answers accurately, instantly, at any hour.
Workflow
How the 1031 bot tracks deadlines
Map the exchange pipeline
Calculate clocks in real time
Apply identification rules
Route legal to the licensed officer
Try it now
A typical 1031 deadline check
Comparison
Generic chatbot vs SleekAI for 1031 QIs
Generic chatbot
- Cannot read the client's actual exchange dates and clock
- Confuses the 3-property rule with the 200% rule
- Treats reverse exchanges identically to forward exchanges
- Misses boot calculations on partial reinvestment
- Sends every deadline question to the licensed officer's voicemail
SleekAI chatbot
-
Reads
exchangesCPT with both deadline clocks -
Tracks
identification_ruleper exchange (3, 200, 95) - Distinguishes forward from reverse and improvement exchanges
- Handles boot, related-party, and dropping-down DST questions
- Routes legal questions to licensed officer with full context
Features
What SleekAI gives you for 1031 Qualified Intermediaries
Live deadline tracking
Bot returns exact days remaining on both the 45 day identification clock and the 180 day acquisition clock. Investors stop second-guessing the math. Time zone handling is explicit because both deadlines hit at 11:59pm in the relinquished property's local time.
Identification rule clarity
The three identification rules (3-property, 200%, 95%) trip up investors constantly. The bot reads which rule the client is using and explains the constraint exactly. Switching rules mid-exchange is allowed before the deadline, and the bot explains the mechanics without making it sound scary.
Legal routing with context
Questions that cross into legal opinion (related-party transactions, partnership division, partial 1031 with seller financing) route to the licensed officer with a full chat transcript and the client's exchange data attached. The officer starts informed, not from scratch.
Use cases
How 1031 QIs use the bot
After-hours deadline checks
Investor checks the clock at 9pm. Bot returns exact days, current identification rule, properties identified so far. No panic. Officer email volume drops because the routine questions get answered when they're asked.
Identification rule switching
Investor wants to add a fourth property. Bot explains the switch from 3-property to 200% rule, what's required, and what the deadline is. Investor commits the amendment in their portal. Officer sees a completed amendment, not a question.
Rule reference for complex exchanges
Reverse exchanges, improvement exchanges, drop-and-swap, and DST investments all have specific rule wrinkles. The bot pulls from your stored rule library and explains the mechanics. Complex investors stop calling for basic context.
The bigger picture
Why 1031 clients call about clocks at every hour
A 1031 exchange is the most time-sensitive transaction in real estate. The IRS clock does not pause for holidays, weekends, or personal emergencies. Investors carrying this much anxiety call their QI at all hours because the cost of getting a clock wrong is the entire deferred capital gain.
A bot that returns the exact days remaining at 11pm on a Saturday is genuinely valuable to the investor and reduces the after-hours pressure on the licensed officer. The officer focuses on the complex legal questions during business hours instead of fielding clock checks at midnight. Identification rule questions are the second most common cause of investor anxiety.
The 3-property rule sounds simple but most investors do not understand the alternatives. Switching from 3-property to 200% mid-exchange is allowed and often the right move when an investor has more candidate properties than the 3-property rule allows. The bot explains this cleanly without making it sound risky.
Investors who understand the rules make better decisions and complete more successful exchanges. The QI's success rate on completed exchanges climbs, which is the only meaningful metric in this business. The bot also handles the cross-section of exchanges that are mechanically complex but legally simple: improvement exchanges, reverse exchanges, drop-and-swap structures.
These have specific paperwork flows that the bot can pre-fill, saving the officer hours of administrative work per case. Across a portfolio of hundreds of active exchanges, the operational improvement is substantial. The QI runs leaner, investors feel supported, and the IRS-mandated clock never catches anyone off guard.
Questions
Common questions about SleekAI for 1031 Qualified Intermediaries
No. The system instruction is explicit: the bot answers mechanical 1031 questions (clocks, identification rules, standard processes) but routes legal opinion questions to the licensed QI officer. Related-party, partnership division, and contested boot calculations always involve a human. The bot makes this clear in every relevant reply.
 Yes. Reverse exchange records have different field structures because the replacement property closes first. The bot reads the EAT (Exchange Accommodation Titleholder) structure, the 45 day and 180 day clocks from a different starting date, and applies the right rules. Reverse exchanges are rare but the bot handles them cleanly.
 Boot (cash or non-like-kind property received) is the most common source of unexpected tax in a 1031. The bot can explain the concept and identify when an investor's planned exchange will trigger boot. Actual boot calculations get routed to the licensed officer with full transaction details attached. The bot does not perform tax calculations.
 Yes, as backup identification. DST shares qualify as like-kind and are commonly identified as a fallback when traditional replacement property identification is uncertain. The bot explains the DST option and routes to your DST sponsor relationships for offerings. Investors get the safety net option clearly explained.
 California, Oregon, and a few other states have additional reporting requirements (California FTB Form 3840, for example). The bot reads the relinquished property state and mentions the additional state filings required. The investor's CPA still handles the filing, but they know to budget for it.
 Related-party 1031s have a two-year holding requirement and additional scrutiny. The bot can explain the rule and the holding requirement, but any specific transaction with related parties routes immediately to the licensed officer for review. The bot does not opine on whether a specific structure passes the related-party test.
 Yes. Improvement exchanges (where construction or improvements are completed on the replacement property within 180 days) have additional mechanics involving the EAT. The bot explains the structure and the constraints, and routes specific deal structuring to the licensed officer for paperwork.
 It can pre-fill the identification form with the investor's name, exchange ID, and relinquished property details. The actual signature and submission go through your client portal. The bot saves 15 minutes of form-filling per identification, which adds up across hundreds of exchanges per year.
 Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
Lifetime ♾️
Most popular
EUR
once
- Unlimited websites
- Lifetime updates
- Lifetime support
...or get the Bundle Deal
and save €250 🎁
The Bundle (unlimited sites)
Pay once, own it forever
Elevate your WordPress site with our exclusive plugin bundle that includes all of our premium plugins in one package. Enjoy lifetime updates and lifetime support. Save significantly compared to buying plugins individually.
What’s included
-
SleekAI
-
SleekByte
-
SleekMotion
-
SleekPixel
-
SleekRank
-
SleekView
€749
Continue to checkoutBrowse more
- Shoptimizer
- Independent Analytics
- WooCommerce Points and Rewards
- WS Form
- MasterStudy LMS
- LifterLMS Elementor
- Modern Events Calendar
- Ajax Search Pro
- WP Job Openings
- WooCommerce Product Add-Ons
- Claim Listings for HivePress
- Modula Image Gallery
- Simple Job Board Pro
- Ninja Forms Conditional Logic
- Freshchat in WordPress
- Cancellation and Reschedule Chatbot
- Donation Impact Chatbot
- Leadership Pages
- Interview Prep Chatbot
- Job Application Chatbot
- Shipping Policy Pages
- Grant Eligibility Chatbot
- case study pages
- Reservation Booking Chatbot
- Membership Renewal Chatbot
- Privacy policy pages
- Room Reservation Chatbot
- Status Pages
- Contact pages
- Service Plan Chatbot
- Airbnb cleaning services
- Legal Videographers
- Tire Shops
- Churches
- Appliance Repair Services
- Bail Bonds Agencies
- Virtual Receptionist Services
- Carpet cleaning services
- Pressure washing services
- Estate Sale Companies
- Ecommerce fulfillment services
- Wedding Planners
- edtech SaaS
- Concierge Services
- BookingPress
- assisted living facilities
- Ayurvedic Clinics
- Spine Surgery Centers
- Longevity Clinics
- Concierge Pediatric Practices
- General Practitioners
- Wound Care Centers
- Pulmonary Rehab Centers
- Endocrinology Clinics
- Telehealth Providers
- Menopause Clinics
- Reflexologists
- Sleep Apnea Clinics
- General surgeons
- Myofascial therapists