Probatedata

What Probatedata does

ProbateData operates a cloud-based B2B SaaS platform that aggregates daily-updated probate court filings across all 50 U.S. states, enriches them with CoreLogic property data (Automated Valuation Models, ownership records, mortgage and lien status), resolves petitioner and heir names to dialable, DNC-screened contact data via built-in skip tracing, and ranks them using a proprietary 0–100 scoring metric called the ProbateData Index (PDI). The platform also performs title matching against the decedent's name to confirm probate eligibility, continuously monitors MLS listings to flag properties already sold or listed since filing, and supports historical prospecting of cases up to 24 months old. Users can filter leads across 27 parameters including equity position, probate stage, out-of-state executors, and number of heirs. The product is delivered via a self-serve web application with CSV export, with native integrations into Podio, GoHighLevel, REI Reply, and REI Blackbook, plus Zapier-mediated connectivity to Salesforce and HubSpot.

The company serves real estate agents and investors seeking motivated sellers from the legally obligated estate-liquidation pipeline. Customers span individual investors acquiring properties at 18–35% below market, agents converting probate sellers to listings, and enterprise brokerages (logos include Compass, Redfin, Coldwell Banker, Sotheby's, Douglas Elliman, Anywhere, Realogy, eXp, HomeSmart, Howard Hanna, William Raveis, @properties, Keller Williams, Realty One, Fathom, Westusa, Home Services Relocation). ProbateData reports being trusted by over 8,875 real estate professionals and having operated for more than 10 years.

ProbateData's revenue model is a self-serve SaaS subscription with a usage-based upsell layer. The flagship Platinum 147 plan is priced at $147 per month and includes 3 counties, 100 monthly case downloads, historical prospecting, biweekly live classes, CoreLogic property profiles, live market updates, contact enrichment with skip tracing, and a knowledge base. Users can add counties at $147 each and increase monthly case downloads in increments of 100 up to 1,000, creating a unit-pricing expansion path on top of the subscription base. A $1 7-day trial drives top-of-funnel conversion, and annual billing is available at a discount. The go-to-market is anchored by a content/SEO engine (the ProbateData blog) targeting high-intent organic search queries, supplemented by webinars, knowledge-base content, and CRM-ecosystem referrals. The company is privately held and bootstrapped, with no disclosed venture capital or institutional funding.

Name

Probatedata

Legal name

ProbateData

Website

https://probatedata.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

ProbateData operates a SaaS platform that aggregates daily-updated probate filings across all 50 U.S. states, enriches them with CoreLogic property data and skip-traced decision-maker contacts, and serves real estate agents and investors seeking motivated estate-sale sellers.

Ownership category

akta.pro rank

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription - Monthly/Annual Plans: ProbateData generates revenue through recurring subscription plans (SaaS). The base Platinum 147 plan costs $147/month, with customizable add-ons for additional counties ($147 each) and extra monthly case downloads. Annual billing is available as a discount option. The platform also offers a $1 7-day trial for full access.
2. Per-Lead Unit Upsell: Users can purchase additional monthly case downloads beyond the base plan allowance, with downloadable volumes from 100 up to 1,000 per month, providing a unit-pricing upsell layer on top of the subscription base.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Probatedata is a SaaS platform that delivers probate real estate leads to real estate investors and agents. The service integrates with CoreLogic for property and ownership data, applies skip tracing to identify heirs and decision-makers, and uses a built-in PDI scoring system to rank and prioritize leads before delivery to subscribers.

Product overview

ProbateData is a specialized B2B SaaS platform providing a unified probate real estate lead generation service for real estate agents and investors. The core product is the ProbateData lead platform (probatedata.com), which aggregates daily-updated probate filings across all 50 states, enriches them with CoreLogic property data, scores them using the proprietary PDI algorithm, and delivers skip-traced decision-maker contacts via CSV export or direct CRM integration. The primary subscription tier is the Platinum 147 plan ($147/month for 3 counties and 100 downloads), with customizable plans available for additional counties and download volumes. Built-in skip tracing, the Complete Knowledge Base, biweekly live classes, and online tutorials are included as platform features rather than separate modules. The product portfolio is a single integrated platform with configurable plan tiers.

Differentiator

Problem solved

Functional benefit

Products and services

• Probate Real Estate Leads Core lead generation service delivering probate real estate prospects enriched with skip-traced contact data and PDI quality scores, available via tiered and custom subscription plans and targeted at real estate investors and agents.

Quantifiable outcome

• Close rates of 5-12% (ProbateData reported), versus 2-5% for pre-foreclosure and 1-5% for traditional real estate leads
• +7 more outcomes

Named customers18 records

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability4 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core and supporting.

• CoreLogiccoreTechnology or IntegrationProbateData's data enrichment layer is powered by CoreLogic, the industry-standard source for Automated Valuation Models (AVM), property ownership records, mortgage and lien data, and equity position calculations. This integration provides every ProbateData lead with property insights identical to those used by escrow, title, and appraisal companies — giving users accurate market values, ownership verification, and lien status as part of every lead record.
• PodiocoreTechnology or IntegrationProbateData supports direct CSV export and native integration with Podio, a widely-used CRM in real estate investor workflows. ProbateData's custom field schema (Probate Case Number, Filing Date, PDI Score, Petitioner Relationship, Skip Trace Status) is designed for seamless import into Podio, and the Podio marketplace hosts probate-specific apps that receive ProbateData CSV exports directly.
• GoHighLevelcoreTechnology or IntegrationProbateData supports direct CSV export and native integration with GoHighLevel (GHL), a CRM and marketing automation platform popular among real estate investors and agents. Probate leads can be imported into GHL with probate-specific tags ('probate-lead', 'probatedata-source') for automated follow-up sequences, and GHL's contact import supports custom field mapping for PDI score and filing dates.
• REI ReplysupportingTechnology or IntegrationProbateData supports direct CSV export into REI Reply, a real estate investor-focused CRM and outreach platform. This integration allows investors to combine ProbateData's pre-traced probate leads with REI Reply's automated calling and SMS sequences for rapid outreach to motivated executors and heirs.
• SalesforcesupportingTechnology or IntegrationProbateData exports CSV files that can be imported into Salesforce via Data Import Wizard or Data Loader, with Lead Source set to 'ProbateData'. The connection is mediated through Zapier middleware, enabling automated pipeline-triggered imports for teams with existing Salesforce infrastructure.
• HubSpotsupportingTechnology or IntegrationProbateData CSV exports can be imported into HubSpot Contacts via manual import, with custom ProbateData fields (Case Number, Filing Date, PDI Score, Petitioner Relationship) mapped manually in the column-matching step. The connection is mediated through Zapier middleware for automated workflows.
• ZapiersupportingTechnology or IntegrationZapier acts as the middleware integration layer connecting ProbateData CSV exports to Salesforce and HubSpot, enabling automated data flows between the probate lead platform and enterprise CRM environments for teams that require programmatic workflow integration.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• PropStream: One of the largest direct competitors to ProbateData. PropStream is a real estate investor platform that aggregates motivated-seller leads (including probate, foreclosure, tax delinquency, code violations) with skip tracing and property data, targeting the same real estate agent and investor buyer.
• DealMachine: Real estate lead generation and driving-for-dollars platform that combines property data, skip tracing and marketing automation for investors and agents. Comparable to ProbateData in delivering enriched, ready-to-contact leads to RE professionals.
• Realeflow: Real estate investor software combining CRM, lead generation, skip tracing and marketing tools. Competes with ProbateData for RE investor spend on lead acquisition and workflow automation, with overlapping CRM-style feature set.
• ListSource: Real estate list provider selling targeted property and contact lists to investors and agents, including probate and other motivated-seller categories. Overlaps with ProbateData's lead generation and skip-traced contact model for the same end customer.
• Investorlift: Real estate investor marketplace and lead generation platform. Competes with ProbateData in delivering motivated-seller leads (including off-market and probate-adjacent properties) to investors and agents.
• BatchLeads: Direct competitor offering skip tracing and list-building for real estate investors and agents. BatchLeads overlaps with ProbateData on probate lead delivery, skip tracing and CRM integrations (Podio, REI Reply-style workflows), targeting the same SMB REI buyer.

Broad incumbents

• CoreLogic: Industry-standard property data, AVM and analytics provider currently powering ProbateData's enrichment layer. Comparable as a broad incumbent supplying the same property intelligence (AVM, ownership, liens) that ProbateData resells inside its lead bundles.
• ATTOM Data: Large-scale property data provider offering nationwide AVM, ownership, lien and distressed-property datasets. Comparable to ProbateData's data enrichment layer and a potential substitute (or partner) for property data underpinning probate lead products.
• Reonomy: Commercial and residential property intelligence platform offering ownership, debt and contact data. Adjacent incumbent to ProbateData in the broader property-data and off-market-prospecting market, serving overlapping investor and broker customers.

Emerging players

• Foreclosure.com: Lead source focused on foreclosure, pre-foreclosure and bank-owned listings. Adjacent competitor to ProbateData with partial overlap in distressed-property motivated-seller leads for similar real estate investor buyers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/thisisprobatedata

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Probatedata