The 1031 AI guide your clients get when your firm runs on Open1031 — under your brand. She knows the exchange context — exact basis, boot amount, deadlines on the clock — and answers accordingly, 24/7. She can read documents. She cannot touch funds.
All data above is synthetic. Synthetic data
Drawing the line between guidance and authority is not a limitation — it is the safety architecture. Neela guides. The licensed QI holds. Multi-party-approved workflows move.
Point your phone camera at a deed, HUD-1, or closing disclosure. Neela extracts the sale price, dates, legal description, and parties — then asks you to confirm before anything is saved. No manual data entry. No transcription errors.
Matt Belcher · 456 Sunset Blvd · $850,000 — all synthetic
Neela doesn't answer from a generic FAQ. She reads your exchange record — sale price, basis, the clock that's running, which IRS rule you selected — and answers from that context. Ask "how much boot am I carrying?" and she knows what to calculate against.
Every response is deadline-aware. If you ask anything identification-related with 14 days left, Neela says so — unprompted.
Every answer cites the applicable rule: IRC §1031, Treas. Reg. §1.1031(k)-1, Rev. Proc. 2000-37. You see the cite in the message.
Reverse exchange? DST identification? QEAA parking? Neela explains the mechanics in plain English, then links to the detailed exchange-type page.
The safety of your exchange is not a feature — it is the architecture. Three separate layers each have a defined and limited role, and no single layer can trigger the others.
AI assistant. Reads your exchange record. Answers questions, extracts documents, watches clocks, explains rules, generates prefills. Zero fund authority. Zero signing authority.
The Qualified Intermediary of record — the licensed firm running on Open1031. Holds the segregated, bonded qualified escrow. Bound by IRC §1031 safe-harbor rules. Cannot move funds without multi-party workflow approval.
Durable, audited, multi-party-approved workflows handle every fund release. A release only triggers after all human-fiduciary approvals clear. Every step is logged. No AI shortcut exists.
One script tag puts your exchange assistant on your firm's site. Visitors chat under your brand, on your domain — and the assistant names your firm as the Qualified Intermediary of record, with Open1031 as the disclosed technology provider.
The same snippet serves an inline panel, a popup, or a redirect to your branded assistant page — you switch modes from your console, with no code change on your site. On phones it opens full-screen.
In chat, in the footer, and before every handoff, the assistant names your firm — never Open1031 — as the Qualified Intermediary of record. The AI disclosure, the advice disclaimer and the privacy notice always render, and the host page can't style them away.
Leads, requests for a person, and exchange handoffs arrive attributed to your firm, with the conversation summary attached. The widget collects a name and contact details at most — identity verification and signatures happen on the platform, never in the chat.
"The thing I kept asking was — if AI runs the exchange, what stops it from moving my money at 2am on a bad inference? The answer is: nothing about Neela touches the fund movement layer. That's not a policy. It's the architecture. The money can only move after a human-fiduciary workflow completes."
IRC sections, Treasury Regulations, and Revenue Procedures appear inline. Copy the cite to your CPA.
Every Neela interaction is logged to the exchange audit record. Your CPA or attorney can review the full Q&A history.
As your exchange progresses through hubs, Neela's context updates. She always reflects your current state — not a stale snapshot.
Ask a general question right now — no account needed. When an exchange opens with a QI on the platform, Neela loads its context automatically: basis, deadlines, properties. For QI firms, Neela can set up a partner demo.
Educational guidance, not individualized tax or investment advice. Consult your CPA and attorney. Open1031 is not a Qualified Intermediary — it provides software to licensed QIs, who remain the fiduciary of record — and does not provide investment advice; DST and other securities transactions are facilitated through licensed third-party broker-dealers and advisors.
