ProbateData FAQ & Knowledge Base

1. CANCELLATION & ACCOUNT MANAGEMENT

How do I cancel my ProbateData subscription?

To cancel your subscription:

1. Log in to your account at probatedata.com
2. Go to Counties and Billing, or just click here https://app.probatedata.com/account/billing
3. Scroll down and click "Cancel Subscription"
4. You'll receive a confirmation email within 24 hours

Alternative method: Email support@probatedata.com with subject line "Cancel Subscription" and include:

• Your name
• Email address on the account
• Reason for cancellation (optional, helps us improve)

Important:

• Cancel before your next billing date to avoid being charged
• Your access continues until the end of your current billing period
• You can reactivate anytime by logging back in

Where is the cancel button? I can't find it.

We understand this has been frustrating for some members. Here's exactly where to find it:

1. Log in at probatedata.com
2. Click on Counties and Billing on left hand menu, or just go here https://app.probatedata.com/account/billing
3. Scroll down to "Subscription" section
4. Click "Cancel Subscription"

If you still can't find it, email support@probatedata.com with "Cancel Request" in the subject line, and we'll process it within 24-48 hours.

I cancelled but I'm still being charged. What do I do?

We're sorry this happened. Please email support@probatedata.com immediately with:

• Subject: "Billing Issue - Charged After Cancellation"
• The date you originally cancelled
• The charge amount and date
• Any confirmation emails you received

We'll investigate and process a refund within 3-5 business days if the charge was made in error.

How do I reactivate my account?

Simply log back in to your account at probatedata.com. If your account was suspended:

1. Log in with your original email
2. You'll be prompted to update your payment method
3. Choose your plan and confirm
4. Your access will be restored immediately

If you have trouble, email support@probatedata.com with "Reactivate Account" in the subject.

When is my next billing date?

Log in to your account and go to https://app.probatedata.com/account/billing or just click on dashboard and you'll see your next bill date at the top

2. BILLING, PRICING & TRIALS

What are your pricing plans?

I signed up for the $1 trial but was charged the full amount. Why?

There are a few reasons this might happen:

1. You may have selected the wrong option: The $1 trial and full subscription buttons are near each other on the signup page. Double-check which you clicked.
2. Trial already used: The $1 trial is only available once per person/email. If you've used it before, you'll be charged the regular rate.
3. Error: If you're certain you selected the trial and were charged incorrectly, email support@probatedata.com with:

• • Subject: "$1 Trial Billing Issue"
  • Screenshot of your signup confirmation (if available)
  • The amount you were charged

We'll review and refund if there was an error.

What happens after the 7-day $1 trial ends?

After your 7-day trial:

• Your card will automatically be charged the regular monthly rate ($147/month , standard package)
• You'll continue to have full access to your leads and downloads
• To avoid being charged, cancel before the trial ends

How to cancel during trial: go to https://app.probatedata.com/account/billing and scroll down, click on red cancellation button

Why does it show $147 instead of $97? I'm an MTI graduate.

The $97 rate is exclusively for graduates of the MTI Education CPRES (Certified Probate Real Estate Specialist) program.

To get the $97 rate:

1. You need to have a promo code from MTI Education
2. Enter the code during signup at the checkout page
3. If you already signed up at $147, email support@probatedata.com with:

• • Subject: "MTI Graduate Rate Request"
  • Your MTI certificate or confirmation
  • We'll adjust your rate going forward

Is there a way to get a lower price or discount?

• MTI Education graduates: $97/month (see above)
• Annual plans: Pay for 12 months, get two months free
• Returning customers: Email support to ask about loyalty pricing

How do I update my payment method?

1. Log in to probatedata.com
2. Go to https://app.probatedata.com/account/billing
3. Click "Update Payment Method"
4. Enter your new card details
5. Click Save

Note: Updating your card should NOT change your plan or download limits. If it does, contact support immediately.

3. DOWNLOADS & THE "100" NUMBER EXPLAINED

What does "100/100" mean? Am I limited to only 100 leads?

This is one of our most common questions! Here's what that number means:

The "100/100" display shows:

• First number: How many leads you've downloaded from inside your probatedata account in the current billing period. This does not include leads sent to you by email.
• Second number: Your monthly allowance from inside the app

You are NOT limited to 100 leads total. You are limited to 100 downloads from inside the probatedata app.

Here's how it works:

1. You subscribe to 3 counties or more. Each time cases are added to our database that match your counties, we send you an email with those leads. Whatever gets filed, we send you. No limits
2. In addition: You get to log into your probatedata account and download another 100 cases ontop of what was emailed to you.
3. The 100/100 refers to what you can download from the platform in addition to what was emailed to you.
4. E.g. you subscribe to Los Angeles, Orange and Riverside in CA. In any given month there'll be around 350+ cases that get emailed to you in batches, when ready. In addition to those 350+ cases you may login to probatedata and download another 100 cases during that billing period.

Am I limited on how many leads I can download per month?

Your download limit depends on your plan:

• Platinum plan: 3 counties unlimited cases and 100 bonus downloads per month
• Upgrades: $50 per additional county. $50 per batch of 100 downloads. Both are per month.

All download limits get reset on your billing date.

If I download the same leads again, does it count against my limit?

No! Re-downloading leads you've already downloaded does NOT count against your limit. Feel free to download the same data multiple times if needed.

Do I need to click "Save to My Leads" or does downloading do that automatically?

• Downloading exports the leads to a CSV/Excel and PDF file on your computer
• "Save to My Leads" saves them to your account dashboard for later access

These are separate actions.

Why does it say I've already downloaded leads when I haven't?

This can happen if:

1. You downloaded leads from the emails we sent you. We track your downloads from emails so that you can re-download them later if need be.
2. Downloading leads from emails sent to you does NOT count towards your monthly platform downloads

How do I see which leads I've already downloaded vs. new ones?

In your dashboard, look for:

• Bell in upper right hand corner. Click it. You'll see a history of leads sent to you by email
• In left menu bar click on "downloads" to see leads you have downloaded
• When searching for leads on probatedata you will see "Lead Status" column in search results. Usually towards the right side. When you see a downward pointing arrow that means you already downloaded it. If you see an envelope icon that means you downloaded it from the email notification we had sent you. Sometimes you will see both.
• When downloading from search results you have the option to include or exclude previously downloaded cases

4. HOW TO USE FILTERS & SEARCH

How do I filter leads by location/property type/date?

To filter your leads:

1. Once you have completed a search (picked your state, your county, date range)
2. Look for the **Modify Filter **button (top right, above search results table)
3. Available filters include:

• • Date range: When the probate was filed
  • County: Specific counties you subscribe to
  • Many more. See this article for details https://howtouse.probatedata.com/en/article/how-to-use-filters-when-searching-for-leads-cubulq/

How do I find out-of-state Personal Representatives (PRs)?

Out-of-state PRs are often more motivated sellers. To filter for them:

1. Conduct your search - select state, then county, then date range
2. When search result is displayed click on "modify filter button" above the search results table
3. Scroll down towards Petitioner Filters section
4. Open it up
5. Scroll to "Exclude Petitioner State"
6. Enter your state abbreviation. E.g. CA for California
7. Hit search

Complete tutorial here: https://howtouse.probatedata.com/en/article/how-to-find-out-of-state-prs-3oipvy/

How do I search for a specific person or case?

Use the search bar at the top of your dashboard. You can search by:

1. Conduct your search - select state, then county, then date range
2. When search result is displayed click on "modify filter button" above the search results table
3. Select the section you want to use as filter
4. If you want to look up a case number just hit the magnifying icon at the very top right corner of your account. No need to do a general search first

Can I filter by estate value or asset level?

You can search by AVM value of the property. This is the estimated value of the real estate according to Core Logic.

1. Conduct your search - select state, then county, then date range
2. When search result is displayed click on "modify filter button" above the search results table
3. Click on "Market Status" section
4. Enter the value you look for in the AVM boxes.
5. AVM minumum = lowest property value
6. AVM maximum = highest property value
7. Hit search

5. COUNTY COVERAGE

Which counties do you cover?

We currently provide probate data for select counties across the United States.

To see our full coverage list: https://www.probatedata.com/counties

We're constantly adding new counties based on customer demand.

Do you cover [specific county]?

Check our coverage list at https://www.probatedata.com/counties If your county isn't listed, it means we don't currently have data for that area.

To request a new county: Email support@probatedata.com with:

• Subject: "County Request"
• The county and state you need
• We track all requests and prioritize adding counties with high demand

Why don't you cover my county?

It is purely demand driven.

I signed up but my county isn't covered. Can I get a refund?

Yes. If you signed up and discovered we don't cover your area:

• Email support@probatedata.com within 7 days
• Include "Refund - County Not Covered" in the subject
• We'll process a full refund

You used to cover my county but stopped. What happened?

Occasionally we have to pause coverage due to:

• Changes in how the county provides data
• Technical issues with data access
• Low demand for that county

Email support to get status updates on your county.

6. MOJO DIALER INTEGRATION

Do you integrate with Mojo?

We don't have a direct automatic integration with Mojo, but you can easily upload your ProbateData leads to Mojo manually.

How do I upload leads to Mojo?

Step-by-step:

1. Download your leads from ProbateData:

• • Go to your leads dashboard
  • Apply any filters you want
  • Click "Export" or "Download CSV"

2. Prepare the file for Mojo:

• • Open the CSV in Excel
  • Mojo typically needs columns: First Name, Last Name, Phone, Address, City, State, Zip
  • Rename your columns to match Mojo's format if needed

3. Upload to Mojo:

• • Log in to Mojo
  • Go to your dialer/list section
  • Click "Import" or "Upload"
  • Select your CSV file
  • Map the columns to Mojo's fields
  • Start dialing!

Note: video and converter coming soon

Will leads automatically upload to Mojo when they come in?

Not automatically. You'll need to:

1. Download new leads from ProbateData when they arrive
2. Manually upload them to Mojo

We send email notifications when new leads are available so you know when to download.

Do you have a built-in dialer?

We do not have a built-in dialer. Most customers use external dialers like Mojo, Vulcan7, or others and upload their ProbateData leads.

7. MTI EDUCATION & DISCOUNT CODES

I completed MTI Education's CPRES course. How do I get my discount?

MTI Education graduates receive:

• $97/month pricing (instead of $147)
• 60-day free trial

To redeem:

1. Go to https://app.probatedata.com/sign-up/platinum/pd_platinum_147
2. Enter the promo code in final step, at check, provided by MTI Education (check your email inbox from mtieducation or from us)
3. The discounted price should appear at checkout

If you don't have your code, contact us

Where do I enter my MTI promo code?

Enter your code on the checkout/signup page in the field labeled "Promo Code" or "Discount Code."

If you already signed up without entering the code, email support@probatedata.com with:

• Your MTI certificate or confirmation email
• Your ProbateData account email
• We'll apply the discount to your account

The $97 MTI price isn't showing. Help!

Make sure you:

1. Enter the code EXACTLY as provided (codes are case-sensitive)
2. Enter it during signup, final step at checkout

If it still doesn't work, email support@mtieducation.com

8. TECHNICAL ISSUES & LOGIN PROBLEMS

I'm getting a "500 Server Error" when I try to log in.

A 500 error means something went wrong on our end. Try these steps:

1. Wait 5 minutes and try again - it may be a temporary issue
2. Clear your browser cache and cookies
3. Try a different browser (Chrome, Firefox, Safari)
4. Try incognito/private mode

If it persists for more than 30 minutes, email support@probatedata.com with:

• Subject: "500 Server Error"
• What you were trying to do
• Your browser and device type

I can't log in / forgot my password

1. Go to https://app.probatedata.com/login
2. Click "Forgot Password"
3. Enter your email address
4. Check your inbox (and spam folder) for the reset link
5. Create a new password

If you don't receive the email within 10 minutes, email support.

I signed up with the wrong email address. Can I change it?

Email support@probatedata.com with:

• Subject: "Change Account Email"
• Your current (wrong) email
• The correct email you want to use
• We'll update it for you

The site isn't loading / pages are broken

Try these steps:

1. Refresh the page (Ctrl+R or Cmd+R)
2. Clear your browser cache
3. Try a different browser
4. Check if the issue is on our end: [VERIFY - status page URL if you have one]

If problems persist, email support with screenshots.

9. LEAD QUALITY & DATA QUESTIONS

Are the phone numbers skip-traced?

Yes, all leads include skip-traced phone numbers when available. This means we search multiple databases to find current contact information for Personal Representatives.

Why do some leads show a death date of 01/01/1970?

This date appears when the actual date of death is not available in the probate filing. It's a placeholder, not an error. The probate case is still valid - the death date just wasn't recorded in the court documents.

Are these confirmed property owners?

The leads are from probate filings, which means:

• A death has occurred
• A probate case was filed
• Property is included when you see the word "AVAILABLE" in the data we send you this is in Column . Or you see a green button "AVAILABLE" in the market status search results on our platform.

We check with Corelogic that there is a match between decedent name and name on title. We also check MLS to see if property was listed or sold since the filing date. Of both are true then we mark it as available. We check the MLS periodically for listing and sales status.

Why have I been getting fewer leads lately?

Lead volume varies based on:

1. Seasonal patterns: Probate filings can fluctuate throughout the year
2. County processing: Some counties have delays in processing filings
3. Your filter settings: Check that you haven't accidentally filtered too narrowly

If you believe there's an issue, email support with your county and the date range you're concerned about.

How often do you update the data / send new leads?

• We add new leads to select counties every week. Some counties every other week
• We check the MLS status every 24 hours for the first 4 months after filing
• After 4 months of filing date we check the MLS once a week
• You'll receive an email notification when new leads are available for your counties
• Log in anytime to download the latest data

10. CONTACT & HUMAN SUPPORT

I need to talk to a real person. What's your phone number?

Phone: 562 425 7157 Email: support@probatedata.com Hours: Monday-Friday, 9am-5pm PST

For fastest response, email us with details about your issue.

How do I reach a human instead of the chatbot?

We understand! To reach our human support team:

1. Email: support@probatedata.com - A real person will respond within 24 hours
2. Chat: Type "speak to a human" or "agent" and we'll connect you
3. Phone: 562 425 7157

What's the best way to get help quickly?

Email support@probatedata.com with:

• A clear subject line describing your issue
• Your account email
• Screenshots if relevant
• What you've already tried

This helps us solve your problem faster!

Updated on: 07/01/2026