Open1031 — the redesign, end to end.

One cohesive product language across every surface: consumer web, the mobile app, all seven exchange hubs, and the QI Ops & Platform Ops consoles. Pick a section in the left rail — each one fills the screen, current beside redesigned, with a short note on what changed and why it’s better.

Switch instantly

Use the left rail 0–9. Sections swap in place — the page never scrolls to find them.

Compare side by side

Where today’s app exists, Current sits next to Redesigned, both filling the height.

Read the “why”

The panel beside each frame explains the change. Collapse it to give the frames more room.

Try light & dark

Toggle the theme top-right. It persists, and every surface supports both.

Open1031 — the redesign. Every frame is a live, real mockup. Synthetic demo data only (Matt Belcher · 456 Sunset Blvd · $850,000 · EX-2026-0047). Built on the real app theme — light + dark, Lucide icons, accessible for a 30s–60+ audience.

1 Consumer Web Dashboard Current vs Redesign

Surface

Type

Full screen

Current app

Redesigned open

Annotation

Dashboard

What changed

Rebuilt on the real app theme — teal primary, slate neutrals, Inter, real cards.
Phase-aligned timeline + metric tiles (14 days to identify, 149 to close) from real deadline math.
Header carries the exchange switcher, full address (never clipped), and KYC status.
Exactly one next-step CTA instead of competing buttons.

Why it’s better

The exchanger always knows the single thing to do next.
Deadline pressure is legible at a glance for a 60+ audience.
The switcher adapts the whole journey to Reverse / Improvement / Simultaneous.
Cohesive with every other surface — feels like one product.

2 Mobile App Interactive prototype

Mode

Clickable

Full screen

Redesigned — interactive

Annotation

Mobile App

What changed

Neela is the entry point — conversational intake before account creation.
Quick-reply chips, voice option, and citations baked into the chat.
Larger type, 44px+ touch targets, generous spacing for a 30s–60+ audience.
Tabs stack/segment on mobile — never horizontal-scroll.

Why it’s better

Removes the cold-form barrier — people start by talking, then commit.
Builds trust on QI/escrow safety at the exact moment of doubt.
Web and mobile finally feel like the same product.
Accessible and legible without sacrificing a modern, slick feel.

3 Web Prototype Full clickable web app Clickable New

Full screen

Redesigned — interactive web app open

4 The 7 Hubs The exchange, hub by hub

One data-driven flow engine drives every exchange type — not parallel hub sets. Each hub carries its own canonical color, the phase-aligned timeline the founder liked, and injected type-specific steps. Open any hub to explore it full screen.

Sales / Relinquished Closing the relinquished property — the exchange begins. Open hub

Identification 45-day clock and the 3-property rule, with marketplace tie-in. Open hub

Escrow Segregated, qualified escrow — $850,000 held, no constructive receipt. Open hub

Purchase / Replacement Acquiring replacement property before the 180-day close. Open hub

Disbursement Multi-party approved fund movement — fiduciary controls. Open hub

IRS Form 8824 generation and the compliance record of the exchange. Open hub

Reverse / EAT Parking QEAA + EAT setup, 5-business-day window, reordered journey. Open hub

5 QI Ops The Qualified Intermediary console New surface

Full screen

Redesigned — New open

Annotation

QI Ops

What’s new

Brand-new console — there was no real QI back office before.
Collapsible left sidebar + thin top bar for many dense sections.
Workflow Management = Open1031’s own automations on Vectr (not Vectr ops).
Disbursement approvals enforce multi-party, constructive-receipt-safe controls.

Why it’s better

The QI officer (Priya Anand) runs the whole book from one place.
Same design language as the consumer app — nothing feels bolted on.
Compliance posture (KYC, OFAC, escrow) is visible, not buried.

6 Platform Ops Running Open1031 itself New surface

Full screen

Redesigned — New open

Annotation

Platform Ops

What’s new

Security: auth/anomaly events, OFAC/AML alerts, access reviews, audit-log integrity.
Observability: uptime, API latency/errors, integration health, backups.
Workflow health: success / fail / retry / dead-letter for each automation.

Why it’s better

SOC 2 / GLBA posture is observable in one console, with evidence.
Vectr boundary is respected — surface & control, don’t re-administer Vectr.
Problems surface before they touch a client’s exchange.

7 White-Label One platform, many brands New surface Clickable

Full screen

End-to-end branded demo — login · exchanger app · QI Ops (interactive brand toggle) open

Tenant configurator (admin) open

Annotation

White-Label

What’s new

Branded login page — tenant logo, tenant-colored CTA, SSO button, and “powered by Open1031” footer.
End-to-end demo shows all three surfaces together: login → exchanger app → QI Ops console, each inheriting the same tenant brand.
Interactive brand toggle re-skins all three surfaces simultaneously (Summit QI Services ↔ the platform default).
Tenant logo, primary color, and slug applied through a single CSS variable — --tenant-primary — not per-component overrides.
Tenant configurator (admin) lets operators set logo, color, custom domain, and SSL in one place with a live preview.

Why it’s better

QI partners can sell Open1031 as their own product — the client never sees Open1031 branding unless the partner wants them to.
The branded login is the first thing exchangers see — that first impression is now fully owned by the partner.
Operators see exactly what their client will experience, from the login screen through every hub, without leaving the configurator.
Token-driven theming means a single color change propagates to every button, active state, progress bar, and accent across all surfaces at once.

8 Supporting surfaces The rest of the operating picture

The surrounding surfaces that complete the platform — the evolved Documents experience and the closing package the QI assembles and shares. Each opens full screen.

Documents Evolved Documents page: per-party requests, status, secure scoped share, extraction. Open

Exchange Package Builder · QI Ops The QI assembles, brands and exports the closing / CPA / 8824 package via Vectr document generation. Open

Exchange Package — Shared by Your QI The exchanger reads the package their QI shared, in the QI’s branding, and downloads the PDF. Open

9 Exchange Types & Neela One engine, four journeys

Non-forward exchanges have genuinely different timelines, and the UI shows it. The dashboard switcher in Consumer Web swaps the whole journey. Neela threads through every surface as a plain-language 1031 expert.

Exchange types — open each dashboard

Forward (Delayed) The canonical journey — sale, 45-day ID, 180-day close. Open Reverse EAT parking, 5-business-day QEAA window, three deadlines, reordered. Open Improvement Reverse parking plus construction / improvement draws. Open Simultaneous Compressed — sale and purchase concurrent, minimal parking. Open

Why it matters

What changed One data-driven flow engine instead of parallel hub sets per type. Each type reorders hubs, injects steps, and re-anchors deadlines. Neela is consistent across web and mobile as the 1031 expert.

Why it’s better Reverse and improvement clients see their actual timeline, not a forward stand-in. Less to maintain — one engine, four configurations. Expert guidance is always one tap away, reducing support load.