Your Exchange Documents Are Ready!

You'll receive an email from with your Exchange Agreement. Please open it, and follow the prompts for completion.
  • Please check your email for a message form , check your documents for accuracy, and follow the prompts for completion.
  • After you DocuSign your documents, we will send you a PDF copy of your exchange documents. The IRS will require a traditional, hand-signed copy from you in the event of an audit. Please retain a traditional, hand-signed copy for your records.
  • Please hold aside the Property ID form, Page 11 of the PDF copy, to complete and send back to us by day-45 of your exchange.
  • You will receive a PDF copy of your Client's exchange documents only after they complete our copy.
  • Please have the Notice of Assignment, page 10, signed by the Buyer only and returned to upon closing. You will also find our wiring instructions on page 10, for wiring us funds at closing.
  • If you need a PDF of the exchange documents immediately, click here. (Escrow Only)

    ​​​​​​​Give us a call at 866-944-1031
    or email us at