How to Import ProbateData Leads into Mojo Dialer

The Complete Step-by-Step Guide for Real Estate Agents & Investors

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How to Import ProbateData Leads Into Mojo Dialer (Full Guide)

Updated specifically for ProbateData users

Mojo Dialer can easily work with ProbateData leads, as long as the file is prepared correctly and the right fields are mapped. This guide explains:

✔ How to prepare your ProbateData export

✔ Which ProbateData fields should be imported into Mojo

✔ What to do with extra fields, including heirs

✔ How to map coreline property values and PR info

✔ Step-by-step import instructions

1. Understanding Your ProbateData Export

ProbateData exports include many fields—case details, property information, Personal Representative (PR) info, attorney information, CoreLogic property characteristics, and multiple heir entries.

For dialing in Mojo, only a small subset is essential.

Essential fields for calling

These should be imported:

Decedent / Property Information (Property Address)

• Address of Deceased → Property Address
• City of Deceased
• State of Deceased
• Zip Code of Deceased

This is the property the PR is responsible for.

Personal Representative (PR) — The Decision Maker

PR details are essential. Depending on the county, the PR name may be located in:

• Listed Owners (sometimes includes PR names)
• Name of Deceased (do NOT use for PR)
• PR Name (if present in the dataset)
• Attorney fields (NOT the PR — skip unless your workflow requires attorney outreach)

Your dialing target is the Personal Representative (executor/administrator).

PR-related fields that matter:

• PR First/Last Name (if available)
• PR Address
• PR City/State/ZIP
• PR Phone (if present)
• PR Email (if present)

Property / CoreLogic Details (Optional but Useful)

These can be imported as Custom Fields:

• Estimated Property Value
• Square Footage
• Beds / Baths
• Lot Size
• Year Built
• Last Sale Date
• Equity (if available)

These fields help agents tailor conversations and prioritize leads.

2. Fields You Should Ignore Entirely in Mojo

❌ Heir fields (non-essential for dialing)

Your export includes up to 12 beneficiaries (B1–B12). These contain:

• Name
• Address
• Relationship
• Age
• Phone
• Email

For Mojo Dialer:

➡️ Do NOT import any Heir fields.

They clutter your Mojo account and heirs are not the decision makers.

❌ Fields irrelevant for calling:

• Attorney information (unless part of your workflow)
• Case Number (optional — only import if you track it)
• Court details
• Filing timestamps
• Export metadata
• Spreadsheet calculation fields

If the field does not help with calling, qualifying, or context, skip it.

3. How to Prepare Your ProbateData File for Mojo

Before importing:

Keep these fields

Optional (but recommended) Custom Fields

• Case Number
• Estimated Property Value
• Last Sale Date
• Beds / Baths
• Lot Size

Place These Into Notes (combined text is fine)

• Attorney Name / Phone / Address
• Additional PR details
• Any long text from your export

4. Step-by-Step: Importing ProbateData Leads Into Mojo

Step 1 — Save Your File Correctly

Export from ProbateData as:

• CSV (recommended)
• or Excel (.xlsx)

Step 2 — Log Into Mojo

• Go to mojosells.com
• Open Leads or Data & Dialer
• Click Import / Upload File

Step 3 — Upload Your ProbateData File

• Choose your CSV / Excel file
• Click Next

Step 4 — Map Your Fields

Use this mapping:

Step 5 — Create or Select a Mojo Group/List

Recommended naming:

"Probate – COUNTY – YYYY-MM-DD"

Step 6 — Apply Optional Scrubbing

If available:

• Enable DNC scrub
• Enable Skip duplicates

Step 7 — Finish and Verify

Go to your new group and confirm:

• PR names appear correctly
• Phone numbers are mapped
• Property address is correct
• Custom fields display properly

If anything is wrong, delete the group and re-import.

5. ProbateData-Optimized Rules for Handling Extra Fields

✔ Keep these

• PR details
• Property details
• CoreLogic data
• Case Number

✔ Put into Notes

• Attorney contact
• Comments / long descriptions
• Mixed info that doesn’t need filtering

❌ Ignore these

• All Heir fields (B1–B12)
• Court and filing metadata
• Export artifacts

6. Quick Visual Summary

Essential for Mojo Dialer

• PR Name
• PR Phone
• Property Address
• City/State/ZIP
• CoreLogic value (Custom Field)

Useful (Custom Fields)

• Case Number
• Beds/Baths
• Square Footage
• Last Sale

Optional (Notes)

• Attorney info
• PR address

Skip / Do Not Import

• Heirs (all)
• Court details
• Extra metadata

Updated on: 15/12/2025