Support You Can Count On:​

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Escrow officers play a critical role in the exchange process. Sterling Exchanges is here to support you and your clients with:

✅ Clear exchange instructions

✅ Timely documentation and funding coordination

✅ Rapid response to escrow inquiries

✅ Direct point of contact for exchange guidance

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Why Escrow Teams Work With Us:​

 

• Experience Across Transaction Types: From residential to commercial and land deals, we’ve seen it all.

• Speed + Accuracy: We deliver 1031 docs within 24 hours and proactively manage timelines.

• Professional Collaboration: We know your role is time-sensitive and detail-driven — we act like a partner, not an obstacle.

• Compliance-Focused: All exchanges are handled in accordance with IRS guidelines to protect your client and reduce risk.

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What We Provide:​

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• Exchange agreements tailored to your transaction

• Wiring instructions for exchange funds

• Timeline management and replacement tracking

• End-to-end support for client questions and documentation

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Let's Make Exchanges Easy:​

 

Whether you’re dealing with your first 1031 or your 100th, we’re here to streamline the escrow side of the process and help you deliver a great client experience.

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Let's Talk:​

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Book a Strategy Call – Learn how we can help you protect and grow your AUM. Give us a call at 650-209-0883.
[Download the Financial Advisor 1031 Toolkit] – Includes talking points, timelines, and reinvestment guides.