Help Your Clients Keep More of Their Investment
Partner with Simple 1031 to offer your clients trusted 1031 exchange services—and strengthen your value as a trusted advisor.
When your investment property clients ask about deferring taxes, you need a Qualified Intermediary you can trust. Simple 1031 makes referrals simple, keeps you informed, and ensures your clients receive exceptional service.
Why Professionals Partner With Simple 1031
We make it easy to add 1031 exchange expertise to your practice.
Priority Client Service
Your referred clients receive priority handling and dedicated support from our exchange team.
Client Updates
Know where your client stands at every step. We keep you informed at key milestones.
Stay Informed
Real-time updates on every exchange so you're never out of the loop on your client's progress.
Co-Branded Materials
Access professional educational resources you can share with clients under your brand.
Fast Response
Same-day exchange setup. Your clients get moving immediately—no delays.
Protected Referrals
Your client relationship stays yours. We never cross-sell or solicit other services.
Three Simple Steps to Partner With Us
Apply
Complete our partner application. We review credentials and approve qualified professionals within 24–48 hours.
Refer
When a client needs 1031 exchange services, introduce them to Simple 1031. We handle everything from there.
Stay Informed
Get regular updates on your client's progress—stay in the loop without being in the middle.
What's Included in the Partner Program
Partner Support
- Dedicated partner liaison
- Client status updates at key exchange milestones
- 1031 exchange training and education resources
- Co-branded marketing materials
- Priority support line: (725) 224-5008
- Monthly 1031 market updates and CE resources
Who Can Apply
- Licensed real estate agents and brokers
- Certified Public Accountants (CPAs)
- Real estate attorneys
- Financial advisors and wealth managers
- Property managers with investment clientele
Free Resources for Your Practice
Download our free Agent Toolkit to help your clients understand 1031 exchanges.
Client Handout
One-page overview to share with investment property buyers and sellers.
Timeline Infographic
Visual guide showing the 45-day and 180-day exchange process for clients.
Agent Checklist
Step-by-step guide for coordinating a client referral to Simple 1031.
What Our Partners Say
"Simple 1031 has become my go-to QI. They keep me informed, treat my clients exceptionally well, and make the referral process seamless."
— Amanda S., Las Vegas Real Estate Agent
"My clients appreciate the transparent pricing and professional service. I appreciate that Simple 1031 respects my relationship with my clients."
— James R., CPA, Henderson
"The co-branded materials are professional and help me educate clients about 1031 exchanges before they even ask."
— Patricia L., Real Estate Attorney, Las Vegas
Partner Program FAQs
No. The partner program is free to join for qualified professionals. There are no fees, subscriptions, or minimums required.
Simply introduce your client to Simple 1031 by phone, email, or our online intake form. We take it from there and keep you updated at key milestones.
All exchange funds are held in segregated, FDIC-insured escrow accounts. Your clients receive the same professional service you'd expect for your own transactions. We carry E&O insurance and fidelity bonding.
We welcome referrals from attorneys. Please consult your state bar's rules regarding referral arrangements to ensure compliance with applicable professional conduct regulations.
No. Simple 1031 is a 1031 exchange Qualified Intermediary—that's all we do. We won't cross-sell, solicit for other services, or do anything to compromise your client relationship.
Apply to Join Our Partner Network
We review applications within 24–48 business hours.