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Probate

Probate Investing, Worked Properly

Probate deals are won by reaching the right family member with the right tone over a timeline measured in months. Niche CRM gives you the heirs, the history, and campaigns built to target them.

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The owner on the record is not your contact

This is what makes probate different from every other distressed list. The name attached to the property is frequently the person who died. Your actual contact is an heir — and they may be three states away, dealing with an estate they did not plan for.

Every record in Niche CRM arrives with relatives skip traced and attached, each with their own phone numbers, alongside the homeowner's contact details and the neighbors around the property. The daughter making the decision is already in the record.

Campaigns that target the family

Most CRMs can only market to the contact on the record, which is useless when that contact has passed away. Niche Marketing can run campaigns targeting a record's relatives instead — with the same filters, templates, delays, and multi-channel steps as any other campaign.

That single capability is what turns a probate list from a manual research project into something you can actually work at volume.

Built for months, not weeks

A foreclosure has an auction date. Probate has a court process that can run most of a year. Deals are lost here not to competition but to follow-up quietly dying somewhere around month three.

The Record Passport preserves every message, note, call, and door knock permanently through every stage conversion, and the Response Digest surfaces any inbound message nobody answered. When the heir finally calls back, the entire history is sitting there.

What It Looks Like Inside the CRM

01

Probate records arrive daily

Collected from county filings and enriched before you see them.

02

Heirs are already traced

Relatives attached to the record with their own phone numbers.

03

Campaigns target relatives

Full multi-channel sequences aimed at the family, not the owner.

04

Every touch is preserved

Record Passport keeps the history intact across a months-long process.

05

Nothing goes unanswered

Response Digest surfaces every reply the team has not returned.

06

Contract closes in-record

DocuSign signature attaches automatically and stays with the deal.

Salesforce Managed Package

Enterprise Platform. Investor Workflow.

Niche CRM is not a CRM that integrates with Salesforce — it installs into your own Salesforce org as a Managed Package. You get real role and permission controls, an isolated org, an audit trail, and reporting that goes as deep as you want, with every object purpose-built for distressed property investing.

The platform relationship, and your data, stay yours.

Why Salesforce for investors

Common Questions

Why is probate different from other distressed lists?

The person named on the property record is often deceased, so the contact you need is an heir — a spouse, child, or sibling — and they may live in another state. Probate also runs on a court timeline measured in months, not the weeks you get with a foreclosure auction date, so follow-up has to survive far longer without going stale.

How do you reach the heirs rather than the owner?

Every record arrives with relatives skip traced and attached — spouse, parent, sibling, in-law — each with their own phone numbers. On top of that, campaigns can target relatives directly rather than the homeowner, using the same filters, templates, and multi-channel steps as any other campaign.

How should outreach tone differ on probate?

You are contacting someone who recently lost a family member and has inherited a problem: a house they may not want, in a city they may not live in, with a court process they did not ask for. The advantage of a long timeline is that patient, genuinely helpful follow-up works better here than urgency ever will.

Does the CRM track long follow-up cycles?

The Record Passport keeps every message, note, call, and door knock on the record permanently, through every pipeline stage. When an heir finally calls back four months later, whoever answers can see the entire history — including which relative was contacted, when, and what was said.

Where do probate records come from?

Niche Data collects probate records daily from county sources alongside foreclosure, divorce, and surplus-funds filings, enriches them with parcel data, mortgage and lien detail, valuation, and skip tracing, then pushes them into your pipeline deduplicated through Google Address Validation.

900+
Foreclosure deals closed
100s
Foreclosure sales stopped
10+
Years in distressed real estate
Built in the Field

Built by an investor who still closes these deals

Niche was born in Kansas City when founder Michael Franke, a former schoolteacher, nearly lost his own home to foreclosure. A decade later he has closed more than 900 foreclosure deals and stopped hundreds of foreclosure sales. Every feature ships only after it has worked in his own acquisitions business. Read the full story.

Work Probate at Volume

See how probate records, heirs, and relative-targeted campaigns fit together.

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