CRM + Exchange Processing for QIs

Close more 1031 exchanges

Stop juggling spreadsheets and sticky notes. VectorQI puts your contacts, exchange pipeline, and 45- and 180-day deadlines in one place—so you stay compliant and close more deals with less stress.

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Built for Qualified Intermediaries

Everything QIs need to run 1031 exchanges. From contact management to exchange processing—VectorQI keeps your deals organized and compliant.

Contact & Relationship CRM

Manage clients, investors, and title companies in one place. Track relationships and history across exchanges.

Exchange Processing

Track 1031 exchanges from start to finish. Manage relinquished and replacement properties, deadlines, and documents.

Deal Pipeline

See your week ahead, reminders, and active deals at a glance. Never miss a 45-day or 180-day deadline.

Secure & Compliant

Role-based access, audit trails, and secure storage so your exchange files stay safe and compliant.

Team & Entities

Support multiple team members and entities. Invite staff and manage permissions per account.

Customizable Exchange Agreements

Tailor agreements for each exchange with flexible templates. Modify terms per deal and send documents to clients in seconds.

Your partner, not your competitor.

We're not a 1031 QI—we're a technology partner. That means we're focused entirely on your success, never competing for your deals.

Brand your own portal for your clients where they can upload documents, track progress, and stay informed—on their own. Your brand, your relationship, less back-and-forth.

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Ready to streamline your 1031 practice?. Request a demo and see how VectorQI can help you close more exchanges with less stress.