Timeline Automation for 1031 Investors

Automated reminders and dashboards reduce risk for Phoenix investors balancing multiple closings. Tools that integrate with email, SMS, and project management software keep the entire team aligned.

Key Automation Features

• Custom reminder sequences for counsel, lenders, and intermediaries.
• Task escalation when items remain unresolved within 48 hours.
• Audit logs confirming when reminders were sent and acknowledged.

Implementation Tips

Start automation before the relinquished closing. Assign owners to each checklist item and connect reminders to Phoenix time zones to avoid miscommunication.