Probate Wholesaling Scripts | Podcast Episode 98

probate wholesaling scripts podcast episode 98

In this episode, students of the Probate Mastery probate real estate course share probate wholesaling scripts, feedback on CRMs, and tips for working with newer attorneys. David Young shares all the details on the probate wholesaling deal that landed him a $22k assignment fee; Bill Gross responds with tips to use that success story to find bird dogs and property scouts to get more deals. The group discusses free customer management tools like Google Sheets and how they compare to paid software like KvCore, FollowUp Boss, and REI Black Book. Tune in to learn what’s working this week for Certified Probate Experts!

You’ll learn the following:

  • Calling older probate leads
  • Working with attorneys who are new in business
  • Using cash for keys to close probate sales
  • David’s simple probate wholesaling script
  • What the group thinks about KvCore vs Google Sheets

Table of Contents:

Probate Wholesaling Scripts for Older Leads & the CRM Debate STREAMS

Use the podcast player or YouTube video above to catch this episode replay. Click here to access the transcript for this episode.

Wholesaling probate properties and cash for keys – David’s Win (Success Story)

In this podcast segment, David Young in Atlanta, Georgia, shares his probate wholesaling win that landed him a $22k assignment fee. Hear how he found the lead, stayed in touch, and solved a problem with a live-in heir who needed cash for keys. This is David’s 16th probate deal this year!

How to scale your real estate wholesaling business (Probate Wholesaling)

As your real estate wholesaling business grows, you’ll need to find ways to scale it. One way to do this is by using success stories and reviews to attract future property scouts, bird dogs, and students to mentor.

When you have a few successful deals under your belt, take the time to write up a success story about each one. Capture candid feedback from the people you work with along the way. These stories will help build your credibility and show potential students what’s possible if they work with you.

In addition to success stories, consider creating video testimonials from happy clients. These can be short (1-2 minutes) and can be a great way to add an extra layer of social proof to your business.

Finally, don’t forget to ask your clients and students for reviews. These can be posted on your website or social media pages, and can be a great way to attract new leads.

By using success stories, testimonials, and reviews, you can effectively scale your real estate wholesaling business without having to spend a lot of money on marketing.

Calling old leads: My probate wholesaling script (Wholesaling Scripts)

David uses a simple, one-sentence intro when cold-calling older leads.

In this segment, he breaks down his process for getting probate data, blocking his calling schedule, and what exactly he says when someone answers the phone.

He also shares advice on wholesaling scripts that don’t really work as well when calling older leads.

My probate lead fired the attorney I recommended! (Referral Networking)

The client had been referred to an attorney by the agent, but decided to fire them after a short period of time. The client felt that the attorney was not meeting their needs and was not providing the level of service they expected. The real estate agent did everything they could to salvage the situation, but ultimately the client was not satisfied and decided to go in a different direction.

What do you do next? Watch this segment to hear the group’s advice.

Explore: Probate Mastery Reviews

Best free CRM for probate real estate: Google Sheets vs. KvCore paid (Real Estate CRMs)

There are a lot of different CRMs on the market, but which one is the best for probate real estate? If you’re on a budget, you might be wondering if Google Sheets or KvCore is the way to go.

Google Sheets is a great option if you’re looking for a free CRM. It offers a lot of features and is very user-friendly. However, it doesn’t have some of the more advanced features that KvCore does.

KvCore is a paid CRM, but it’s still relatively affordable. It has a lot of great features that make it worth the price, including the ability to automatically import data from public records. If you’re serious about probate real estate, KvCore is definitely worth considering.

Want to learn about building a vendor team?

Earning attorney referrals and court house visits (Probate Referrals)

Courthouse visits are a great place to start if you’re looking for ways to earn attorney referrals. By familiarizing yourself with the probate process and becoming a regular presence at the courthouse, you’ll be able to build relationships with attorneys and other professionals who can refer business your way.

There are a few things to keep in mind when making courthouse visits. First, dress professionally and respect the court’s rules and procedures. Second, take the time to introduce yourself to the attorneys and staff members you meet. Finally, don’t be afraid to ask for business cards and contact information so you can follow up later.

Resources & Links

🔵Recent content:

Speed networking in real estate, the CPE Designation, and seller price objections in a changing market (Episode 96 – Weekly group coaching)

Passive Income through Private Lending and Tips for saving failed AirBNB investments (Episode 97 – Ask The Expert)

🔵Links for this episode:

Estate Professional Directory: 

Vendor Teams Free On Demand Series

Bill Gross’s Probate Cash Advance Mastermind Program: www.GetProbate.Cash


When it comes to scaling your real estate wholesaling business, using success stories and reviews is a great way to attract new property scouts, bird dogs, and students to mentor. By leveraging the power of social proof, you can effectively scale your business without having to spend a lot of money on marketing. And when it comes to choosing a CRM, both Google Sheets and KvCore offer a lot of great features at different price points. So, it really just depends on your needs and budget. We’re here to help you as you build and grow.

You can fast-track your success in probate real estate when you take the #1 probate certification course.

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