Start New Exchange

Open Your New Exchange Instantly! Please follow the instructions below to get started.
If you do not finish the form today, we'll email it to you to finish later!

To get started, please tell us who you are:

I am the

Client

I am the Client's

REPRESENTATIVE

(Agent, Escrow, Attorney, Other)

Great! Please fill in your information below and click the "Submit" button below when finished.

Client

Which type of exchange would you like to open?

Standard Exchange

(Sell first, Buy second)

Reverse Exchange

(Buy First, Sell second)

Please fill in the information about your exchange below and click "Create Document" when finished. Please be careful when inputting information as this is how your documents will print. If you don't finish the form today, click "Save" and we'll email it to you to finish later! Representatives must complete Client's First and Last Name, Phone, and email to Save.

Standard Intake Form

Please tell us about the property you are selling

Exchangor Information

Your Settlement Agent Handling Your Closing(Escrow Agent, Title Agent, or Attorney)

Please select the choice which reflects how the title is held or Exchange may be jeopardized.
Mobile Phone Number and City of Birth is REQUIRED for your authentication and security.
If you are exchanging in an entity, the email address you input under client information MUST be the correct email of the authorized signor.

Please fill in the information about your exchange below and click "Create Document" when finished. If you don't finish the form today, click "Save" and we'll email it to you to finish later!

Reverse Intake Form

Exchangor Information

Please tell us about the property you are BUYING

Settlement Agent (Escrow or Attorney for Acquisition Property)

Please tell us about the property you are SELLING

Settlement Agent (Escrow or Attorney for Relinquished Property)

Please select the choice which reflects how the title is held or Exchange may be jeopardized. If you're unsure, please ask the Escrow/Settlement Agent handling your closing. If you have any questions, please email us at CustomerService@PlentiFinancial.com.
City of birth is REQUIRED for your security.

Start New Exchange

Start New Exchange

To get started, please tell us who you are:

I am the

Client

I am the Client's

REPRESENTATIVE

(Agent, Escrow, Attorney, Other)

Great! Please fill in your information below and click the "Submit" button below when finished.

Client

Which type of exchange would you like to open?

Standard Exchange

(Sell first, Buy second)

Reverse Exchange

(Buy First, Sell second)

Standard Intake Form

Please fill in the information about your exchange below and click "Create Document" when finished. If you don't finish the form today, click "Save" and we'll email it to you to finish later!

Reverse Intake Form

Why Use Us? Better Fees, and More Security than Others. Our Security Features Mean:

FULL FDIC Insurance/No Limits

Extra Steps to Protect Your Funds!

Your Security- Our Patent-Pending Process

Our Fees

QUESTIONS?

Start New Exchange

Start New Exchange

To get started, please tell us who you are:

I am the

Client

I am the Client's

REPRESENTATIVE

(Agent, Escrow, Attorney, Other)

Great! Please fill in your information below and click the "Submit" button below when finished.

Client

Which type of exchange would you like to open?

Standard Exchange

(Sell first, Buy second)

Reverse Exchange

(Buy First, Sell second)

Standard Intake Form

Please fill in the information about your exchange below and click "Create Document" when finished. If you don't finish the form today, click "Save" and we'll email it to you to finish later!

Reverse Intake Form

Why Use Us? Better Fees, and More Security than Others. Our Security Features Mean:

FULL FDIC Insurance/No Limits

Extra Steps to Protect Your Funds!

Your Security- Our Patent-Pending Process

​​​​​​​Our Fees

QUESTIONS?

Our Fees