Partner Resources

Tools and resources for real estate professionals, CPAs, and lawyers to better serve clients with 1031 exchange needs.

Choose Your Partner Portal

Access tools and resources tailored to your profession.

Exclusive Partner Benefits

Real Estate Agents

Access exclusive tools, resources, and client benefits to help your investors succeed.

Access Portal

Coming soon

CPAs & Accountants

Provide comprehensive tax planning strategies including 1031 exchange benefits.

Coming soon

Attorneys

Offer complete real estate legal services with integrated exchange facilitation.

Open a New Exchange File

Submit property details to open a new 1031 exchange file. We'll contact you within one business day to confirm receipt and discuss next steps.

How are you submitting this exchange?

You're a professional referring a client

Partner Information

Your contact details as the referring partner

Your Name *

Company Name

Email *

Phone *

Partner Type *

Client Information

Details about your client doing the exchange

Client Name *

Client Phone *

Client Email

Relinquished Property Details

Details about the property being sold

Property Address *

City *

State

ZIP Code *

Property Type *

Exchange Type *

Financial Details

Estimated financial information

Estimated Sale Price *

Estimated Basis

Original purchase price minus depreciation

Estimated Close Date

Additional Notes

Your information is secure. Both Jeff and Cheri will be notified of this submission.

Marketing Resources

Access educational materials and referral program information to share with your clients.

1031 Exchange Handbook

Our comprehensive guide to 1031 exchanges covers everything you need to know - rules, deadlines, property types, common mistakes to avoid, and step-by-step instructions. Perfect for sharing with clients or keeping as a reference.

Download PDF Handbook

1031 Exchange Overview

Comprehensive guide to 1031 exchanges for client education.

View Resource

Client Questionnaire

Pre-consultation questionnaire to gather client property details.

View Resource

Referral Program Guide

Information about our partner referral program and benefits.

View Resource

Timeline Checklist

45-day and 180-day deadline tracking checklist.

View Resource

Co-Branded Marketing Materials

Interested in co-branded 1031 exchange materials featuring your company logo? We can create customized brochures, flyers, and presentation decks for your practice.

Why Partner With Olympic Exchange?

35+ Years Experience

Same-Day Response

Local Expertise

Referral Program