Purpose-built for 1031 exchange operations

The CRM that closes
1031 deals faster.

Unify your exchange pipeline, partner network, and outreach sequences in one workspace. Less tab-switching. More closings.

Request a demo →See how it works
KM
JL
RS
TP
Trusted by 40+ exchange teams across the US
app.handshakeos.com/pipeline
📋
🤝
📧
📊
⚙️
Pipeline
🏦Exchange Deals
🔥Hot Leads
🌡️Nurture Track
Partners
💎Diamond
🏆Platinum
⭐Strategic
Exchange Pipeline
New4
Martinez Family Trust
Apt complex · San Diego
$2.4M
Inbound
Nguyen Properties LLC
Retail strip · Phoenix
$850K
Partner
Oak Street Holdings
Office · Denver
$1.1M
Inbound
Qualified3
Riverside Ventures
Industrial · Houston
$5.2M
Diamond
Chen & Partners
Multi-family · LA
$3.7M
Qualified
Active5
Summit Capital RE
Day 38 of 45 ⚠
$7.8M
ID Deadline
Patel Family LLC
Day 102 of 180
$1.9M
On Track
Harbor Point Inv.
Day 14 of 180
$4.1M
Consult Done
Closing2
Greenfield Assets
Day 165 · Docs out
$6.3M
Final Docs
32
Years of 1031 exchange practice
continuous since 1994
$8B+
In exchanges completed
tens of thousands of exchanges
15,000+
Investor clients served
nationwide
0
Client funds ever lost
across 32 years
⚙️ Product

Everything your exchange team
actually needs.

Six core jobs-to-be-done, built natively — not bolted on from a generic sales CRM.

🏦
Exchange Pipeline
Visual kanban with deal stages, 45-day ID deadlines, and 180-day close countdowns. Never miss a critical window.
Deadline tracking
🤝
Partner Network
Manage your entire referral ecosystem — tiered by Diamond, Platinum, and Strategic — with attribution and commission tracking.
Multi-tier partners
📧
Outreach Sequences
Automated email sequences for hot leads, nurture tracks, and re-engagement — synced directly into your pipeline.
Email integration
📍
Lead Attribution
Every contact tagged with source, UTM, partner, and channel — so you know exactly what's driving closings.
Full-funnel tracking
📊
Growth Analytics
Analytics dashboard, email sequence performance, and conversion gap analysis — all in the same workspace as your pipeline.
Analytics + outreach
🔔
Real-Time Alerts
Real-time alerts for stage changes, deadline warnings, and new leads — so your team never misses a moment that matters.
Instant alerts
🔒 Trust & Security

Built for regulated operations.
Not repurposed SaaS.

Every security control, compliance commitment, and uptime metric is documented and verifiable — before you sign anything.

🔐
AES-256 Encryption
All deal records and client data encrypted at rest and in transit. TLS 1.3 enforced — no protocol fallbacks.
✓ Verified
📋
IRS 7-Year Retention
Exchange records structured for court-admissible audit trails and 7-year IRS retention requirements.
✓ Compliant
⏱️
99.9% Uptime SLA
Contractual uptime commitment backed by multi-zone infrastructure. Incident history published publicly.
● Live status
🛡️
RBAC + MFA
Role-based access control for Exchange Officers, Partners, and Ops. MFA mandatory on all deal-access accounts.
✓ Enforced
🏛️
RESPA Alignment
Partner referral and commission tracking structured to support RESPA disclosure requirements.
✓ Structured
📜
BAA & DPA Available
Business Associate Agreement and Data Processing Addendum available for enterprise customers on request.
✓ Available
View full Trust Center →
👥 Solutions

Built for every role in
exchange operations.

Choose your workflow and see exactly how HandShake maps to your daily operation.

🏦 Exchange Officers
Never miss a deadline again.
Live countdowns for every 45-day ID and 180-day close window, with automated email and chat alerts before each one expires.
  • 45 & 180-day countdown timers per deal
  • Alerts at 14, 7, 3, and 1 day out
  • Document sync — no manual filing
See exchange workflow →
🤝 Partner Networks
Run your referral network at scale.
Diamond 24-hour exclusivity windows, full referral attribution, commission tracking, and co-branded partner pages — all managed in one view.
  • Diamond → Associate tier hierarchy
  • Full attribution to every referring partner
  • White-label partner landing pages (Enterprise)
See partner tools →
📊 Growth & Ops
Know what's actually driving closings.
Live analytics, email sequence performance, source attribution, and LinkedIn content calendar — all alongside your deal pipeline.
  • Conversion gap analysis
  • Open and reply rate dashboard
  • Full-funnel source attribution per deal
See growth tools →
Founding access

Doing a 1031 exchange
or referring clients who are?

Join the waitlist and we'll route you to the right team.

Investors
Planning an exchange.
Tell us your property type and timeline, and an exchange officer will pick it up from there.
Join the waitlist →
Partners
Referring clients or advising on deals.
Brokers, CPAs and advisors — join the founding partner network and get attribution on every referral.
Apply as a partner →

Start closing more
exchanges today.

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