Open1031

ID Hub Redesign Mockup

Open1031 Design Language v2

Self-contained browser mockup. Scroll down for cross-hub design language section. No app code modified.

Demo exchanger: Matt Belcher Sale: 456 Sunset Blvd, Los Angeles CA · $850,000 (synthetic) 45-day deadline: Aug 14, 2026 (23 days out from Jul 22) 180-day deadline: Dec 20, 2026

What changed — BEFORE vs AFTER summary

Before 4 tabs, cold open on Tab 3
Tab 1: "Investment Type" — cold selector with no context, required before you can add anything
Tab 2: "Settlement Statement" — appears optional, unclear why it matters
Tab 3: "Identification Form" — users land here first but controls are locked behind Tab 1 completion
Tab 4: "Documents" — e-sign buried at the end
No deadline countdown visible in header; no Vectr workflow attribution
Hard-capped at 3 properties — 200%/95% rule N-property flow not shown
Single exchanger only — no co-exchanger invite, no entity type selection
After 3 tabs · rule-first · N properties · multi-exchanger
45-day countdown with vectr-badge attribution (forty-five-day-id-watcher) in header
Rule-first: select 3-Property / 200% / 95% before adding properties — live validation meter per rule
N-property support: 200%/95% rules unlock unlimited additions with live aggregate FMV meter
Multi-exchanger roster with entity type (Individual / LLC / Trust / TIC) + co-exchanger invite
Tab 1: Verify Sale · Tab 2: Identify Properties · Tab 3: Sign & Submit — goal-language throughout
Loading / empty / error states; autosave pill; confirm-toggle per tab; footer always visible
Strict blue color cohesion — canonical hub-tab / hub-tab-active.id classes, real logo asset
Loading State Hub skeleton while data reconciles from Supabase
After — Redesigned Tab 2: Identify Properties (empty state, warm open, rule-first)

Identification Hub

Identify your replacement properties within the IRS 45-day window.

23 days remaining to identify · Deadline: Aug 14, 2026 forty-five-day-id-watcher · live IRS §1031(a)(3)(A)
Completion 25%
During Exchange Step 2 of 3
Neela — start here AI Assistant

Start by choosing your IRS identification rule — most exchangers use the 3-Property Rule (simplest: up to 3 properties, any value). When you need more than 3, switch to the 200% Rule and I'll track the aggregate FMV cap for you. I'll guide you automatically.

Step 1 — Choose your IRS identification rule

Choose another rule only if you need to identify more than 3 properties.

Step 2 — Add replacement properties (up to 3 under the selected rule)

Identified properties (0 of 3 allowed under 3-Property Rule)

No properties added yet

Choose your rule above, then use the buttons to add your first replacement property

Add at least one replacement property to enable this confirmation.

Auto-save on
After — Redesigned Tab 2: Identify Properties (200% Rule · 4 properties · FMV meter · 14 days amber)

Identification Hub

Identify your replacement properties within the IRS 45-day window.

14 days remaining to identify · Deadline: Aug 14, 2026 forty-five-day-id-watcher · live IRS §1031(a)(3)(A)
Completion 75%
During Exchange Step 2 of 3

200% Rule active — any number of properties; aggregate FMV cap: $1,700,000

Aggregate identified FMV $1,250,000 / $1,700,000 cap

$450,000 remaining within 200% cap before you exceed the rule limit

FMV threshold: $850,000 — confirmed from settlement statement. Rule calculations use this amount.

Identified properties (4 — 200% Rule, no count limit)

1

789 Oceanview Drive, Malibu, CA 90265

Like-kind real property · FMV: $620,000

Allocation confirmed: $620,000
2

Inland American DST — Industrial Portfolio II

Delaware Statutory Trust (counts as 1 property) · FMV: $230,000

Allocation confirmed: $230,000
3

2240 Pacific Coast Highway, Santa Monica, CA 90402

NNN retail · FMV: $280,000

Allocation confirmed: $280,000
4

108 Canyon View Rd, Palm Springs, CA 92262

Residential rental · FMV not entered yet

FMV required — enter to include in aggregate
Confirmed aggregate identified FMV $1,130,000 of 3 properties
200% cap ($850k × 2) $1,700,000

$570,000 remaining within cap · Property 4 FMV pending

Exchangers on this identification (same-taxpayer rule)

MB

Matt Belcher

Primary KYC Clear

Individual · SSN ···-··-6789 · 456 Sunset Blvd, Los Angeles CA

Individual
SB

Sarah Belcher

Co-Exchanger Invite Sent

TIC member · 50% ownership · KYC pending

IRS same-taxpayer rule: each co-exchanger must complete KYC and e-sign the Identification Notice.

Co-exchanger must also confirm before advancing to Sign & Submit.

Auto-saved 3:42 PM
After — Redesigned Tab 1: Verify Sale (settlement upload · FMV seeded from Sales Hub)

Identification Hub

Identify your replacement properties within the IRS 45-day window.

23 days remaining to identify · Deadline: Aug 14, 2026 forty-five-day-id-watcher · live
Completion 0%
During Exchange Step 1 of 3

Your sale price from the Sales Hub: $850,000

We've seeded the FMV threshold from your completed Sales Hub. Upload your settlement statement to verify this amount — recommended but not required to proceed.

Upload Settlement Statement (HUD-1 / ALTA)

Recommended

Neela will read the document and confirm your relinquished sale total, overriding the seeded amount if different.

Using the seeded price of $850,000 without a settlement statement.

Upload or continue without settlement to enable this confirmation.

Auto-save on
Error State Blocked — 45-day deadline missed / Vectr outage banner

Identification Hub

Identify your replacement properties within the IRS 45-day window.

45-day deadline passed — hub locked · Deadline was: Aug 14, 2026 IRS §1031(a)(3)(A)

Exchange may no longer qualify for 1031 deferral

The 45-day identification window closed without a signed Identification Notice. Contact your QI immediately. A boot recognition or exchange failure may apply.

Automation paused — forty-five-day-id-watcher could not reach Vectr. Your data is safe. Retrying every 30 s via error-alerting-retry.

After — Redesigned Tab 3: Sign & Submit (Identification Notice e-sign · multi-exchanger)

Identification Hub

Identify your replacement properties within the IRS 45-day window.

23 days remaining to identify · Deadline: Aug 14, 2026 forty-five-day-id-watcher · live
Completion 90%
During Exchange Step 3 of 3
Neela

Everything looks correct. E-sign the Identification Notice below to lock in your 4 identified properties. Both you and Sarah Belcher must sign before I can generate the IRS-compliant notice via identification-notice-generate.

Replacement Property Identification Notice

IRS-compliant notice listing 4 identified properties · 200% Rule selected

Exchange #1087 · Matt Belcher + Sarah Belcher · 456 Sunset Blvd, Los Angeles CA 90028

MB
Matt Belcher Awaiting signature
SB
Sarah Belcher Invite pending

Settlement Statement (Relinquished)

Extracted and confirmed by Neela — sale total $850,000

E-sign the Identification Notice above and ensure all exchangers have signed to enable this confirmation.

Auto-saved 3:42 PM

Cross-Hub Design Language

The same pattern system applied to every hub. Colors change; structure, naming conventions, and urgency logic are identical.

Per-hub strict color cohesion (frozen token lookup)

Sales

#16a34a

ID Hub

#2563eb

Escrow

#0891b2

Purchase

#9333ea

Disburse

#ea580c

IRS

#0f766e

Reverse

#4338ca

Rule: within a hub ALL accents, active tab, submit button, progress bar fill, and icon use exactly one color token. Static lookup only — never bg-${color}-600 interpolation.

Purchase Hub — header pattern with 180-day deadline (purple)

Purchase Hub

Complete the acquisition of your replacement property.

22 days to close · 180-day deadline: Dec 20, 2026 one-eighty-day-deadline-guard · live IRS §1031(a)(3)(B)
Completion 40%
Pattern proof: same header structure (icon + title + subtitle + deadline + vectr-badge + progress), same tab format (goal-language: "Verify Property" / "Fund Escrow" / "Sign & Close"), purple accent throughout. ChevronRight replaced by canonical hub-tab-chevron.

Design language rules — enforced platform-wide

A. Deadline / urgency header row

> 20 days: green clock, green text (.is-safe)
11–20 days: amber clock, amber text (.is-warning)
≤ 10 days: red clock, red text + pulse (.is-critical)
No deadline: .hub-status-pill with hub-color icon

B. Goal-language tab naming

Pattern: Verb + Noun (action the user is taking)
Good: "Verify Sale" · "Identify Properties" · "Sign & Submit"
Bad: "Investment Type" · "Settlement Statement" · "Documents"
Max 3 tabs per hub. Investment type folded into Identify step.

C. Rule-first → properties (ID Hub)

1. Select IRS rule (3-Property / 200% / 95%) — shown before any add CTA
2. Rule drives count cap + live FMV meter (200% / 95%)
3. Primary add CTAs shown after rule is set
4. Properties list with per-row allocation
5. Multi-exchanger roster + co-exchanger invite

D. Vectr attribution (mandatory)

Every automated step carries a workflow-name · live
Names drawn only from AUTOMATION_MAP.md — never invented
ID Hub: forty-five-day-id-watcher, identification-notice-generate, document-verification-merge

E. Confirm toggles + autosave footer

Every tab ends with a .confirm-toggle — not a Next button
Footer always shows: autosave pill · Submit button · Close button
Submit is always visible — disabled with tooltip until all tabs confirmed
Primary action is never below the fold — footer is flex-shrink:0

F. Multi-exchanger + same-taxpayer

Each exchanger has type: Individual / Married / TIC / LLC / Trust / Corp
Co-exchanger invite reuses participants system (email/SMS, role = co-exchanger)
Each must complete KYC + e-sign the Identification Notice
Same-taxpayer rule surfaced inline with the exchanger roster
Open1031 ID Hub Redesign Mockup · Hub Design Language v2 · Synthetic demo data only · No NPI · Open1031