The Probate Real Estate CRM: Every Heir, Contract, and Dollar in One System
Probate deals don’t have one seller — they have heirs, executors, attorneys, court deadlines, and equity that splits a dozen different ways. We built a CRM on Salesforce that handles all of it automatically.
How a deal moves through the system
What's actually inside it
Every contact auto-enrolls in the right SMS/email sequence the moment they're created. Replies pause the sequence instantly — no double-sending, no manual tracking.
Fires automatically after every call, enriching contact and property records with no one lifting a finger.
Verify an heir or confirm a death with a single button. Case opens, right person's notified, results log straight back to the deal.
Loop in legal without a separate email thread to lose track of.
Custom JV or purchase agreements go out individually via DocuSign, PandaDoc, or similar. Signing triggers the equity dashboard and a Drive folder — automatically.
Calls transcribe automatically. Ask the AI what was discussed, agreed, or promised — on one call or across a contact's entire history.
Purchase price, closing costs, acquisition cost, and interest all roll up automatically. No spreadsheet math at close.
Live tile view of every heir's equity, cost, and contact info — with a running acquired-vs-outstanding chart.
Three ways a deal can close
Investor buys the property, or one heir's share, for a lump sum.
Investor and heir combine resources and split the profit on sale.
Investor and heir renovate, list, and sell together to maximize price.
“From first contact to signed distribution — every heir, contract, and dollar lives inside one connected case.”
Running probate deals and want to see if this fits your workflow?