The mobile experience clients get when their QI runs on Open1031. Every hub, every deadline, every signature — thumb-reachable. Three patterns a fax-and-email practice structurally cannot build.
These previews mirror the real in-app interaction 1:1. Same tokens, same layout, same deadline chip — what you see here is what runs when you open the app.
Neela lives at the bottom of every hub screen as a collapsed handle. Drag it up and she answers with the full context of your exchange — your basis, your deadlines, your identified properties — not a generic FAQ.
Neela's responses are educational, not individualized tax or investment advice. Sample exchange: Matt Belcher, 456 Sunset Blvd Los Angeles CA, $850,000 — synthetic data. Always consult your CPA and attorney. IRC §1031(a)(3)(A).
Each of the seven exchange stages lives in its own hub, tab-navigated and confirmation-gated. The 45-day and 180-day deadline chips are always visible and color-coded — green means on track, amber means act now, red means the workflow has already escalated.
Point your phone at any deed, settlement statement, or W-9. Neela's extraction pipeline reads it with OCR plus LLM field calling, populates the relevant hub fields, and shows you exactly what it read before a single character is saved. You confirm; it locks.
A manual practice's mobile presence is a contact form and a PDF viewer. Here is why that is structural, not a backlog item.
No office visit. No fax. No callback queue. The whole regulated 1031 exchange, native on the phone in your pocket.
Not tax or legal advice. Sample data (Matt Belcher, 456 Sunset Blvd, $850,000, APN 5555-012-345) is synthetic and for illustration only. Consult your CPA and attorney. Open1031 is not a Qualified Intermediary; licensed QIs on the platform remain the fiduciary of record.
