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Either you have identified a 1031 Exchange candidate or one was provided to you by StartAnExchange.com per our marketing agreement.
Step 1: Call your client, discuss their 1031 Exchange need, and share that you are also a Tax Deferral Consultant. If you client has questions, watch the 1031 Exchange video together.
Step 3: Complete all available information in the webform to the right. The only mandatory information on the form is your name, email, phone, and the client’s name, email, phone; plus property address. We also need a preliminary title report and sales contract.
Note: Be sure to enter your Affiliate ID (class login ID email address) in the TDC name, email, and phone fields.
One of the benefits of being a Tax Deferral Consultant is being an Exchange Accommodator Rep for Exchange Solutions Inc. For each successful 1031 Exchange you initiate, you will receive $500.
XSI processes over 100 1031 Exchange requests per month.
This form should only be used by trained Tax Deferral Consultants. For more information on becoming a Tax Deferral Consultant, please visit our website.