Ethics-first probate business built with his agent wife
Proof that ethical investing and strong profits coexist. Good deals start with good relationships.
About
Arthur has been a real estate investor in Florida for about ten years, starting with flips he and his wife Jen ran on their own. Jen got her real estate license five years ago, and for the last three years the two have run a shared database that connects his investing side to her listing side. He markets to probates and vacant properties in their two home counties, with one data VA loading fresh county records every morning.
Operating market
Florida
Favorite features
The Challenge
Arthur and his wife Jen have been real estate investors in Florida for about ten years, starting with flips they ran on their own. Jen loves houses and design, got her real estate license five years ago, and built a listing business beside his investing business. For a long stretch the two sides barely touched. He worked his leads, she worked hers, and nothing connected them.
The louder problem was the playbook the industry kept selling him. Every teacher had the best model: make thousands of calls, hire VAs, build a big company. None of it fit a man who measures decisions by whether the action helps the person in front of him. And his main lane is probate, where the seller often answers the phone weeks after losing someone. Pressure tactics were never on the table. The open question was whether a two-person operation could make real money while leading with service. He is the first to manage expectations about his own tech skills. "I'm not like some super advanced REI SIFT user."
What They Built
A handoff lane between investor and agent
Every seller conversation now has two exits. If the house is distressed, Arthur makes a cash offer. If the seller just put money into the property, he says so and routes them to Jen. He told one seller with new windows, a new roof, and a redone master bathroom exactly that.
Look, you definitely will make the most money selling with the realtor. And if you've got six months, it doesn't sound like you have any distress. So would it be okay if my wife gave you a call?
The seller said yes, so Arthur tagged Jen on the record with notes. She opens the database in the morning, sees her queue, and calls when the timing hits, in that case mid-August.
Permission-first probate outreach
Probate is his primary marketing lane, and it starts with a call that names the situation instead of dodging it. He introduces himself, references the filing, then asks permission: "I don't know if you're ready to talk about this yet." Sellers who want to keep the house get his best wishes. Sellers who want out get more questions.
The gold mine list
In his two home counties he saved a filter he calls the gold mine: vacant properties with vacant mailing addresses, minus anything sold, listed, or marked do not call. Every house on it is empty. He works through three or four a day, researching each before he dials, aiming to be the investor who had the best conversation when the family finally sells.
Family trees built through deep prospecting
Vacant estates rarely come with a working phone number. Arthur runs Google and Legacy obituary searches, pulls contacts through IDI Data, and builds small family trees inside each lead record. One vacant mansion traced to an heir living on an island off the coast of Africa.
I had to find this guy through deep prospecting. It took like almost a year, but I found him.
They now talk over WhatsApp and Zoom, an agreement is signed, and Arthur is walking the family through a tricky probate with city liens to negotiate down.
Before and After
Before DataSift
- A VA Works Every No-Contact Lead in DataSift
- Daily Follow-Ups Run From the Sift Line Tasks
- Nine Deals Under Contract After the Stacked Niche Switch
- Cold Callers Sent KPIs by Hand Outside the System
- Expensive PPC Spend With No Return
- Follow-Up Leads Vanished Into an Abyss in the Old CRM
- 60,000 Records a Quarter Feeding His Bulk Callers
- Four Contracts Signed in 10 Days
- Three Deals a Week, Two Weeks Running
- First Direct to Seller Push in 30 Years of Business
- A $10,000 Mail Campaign That Produced Nothing
- 15 Years Buying Only From the MLS and Wholesalers
- New lender agreed 12 days after the first collapsed
- $105,696 net profit after closing costs
- Nine properties contracted at $360K, sold at $450K
- Hard money lenders would not lend on rural portfolios
- Local title companies refused assignments and passthroughs
- Seller would only sell one house, priced far over appraisal
- Still Runs on a $500 Monthly Budget
- An $85K Deal Off a 50-Name Stacked List
- 13 Contracts in Six Weeks From 250 Prospects
- About $40K Spread Across Six Months, Still Behind
- Five Contracts in a Row Fell Through
- Shotgun Lists Across Too Many Zip Codes
- One Contract Per 25-35 Leads, Half the Typical Ratio
- Each Caller Brings 16-18 Leads a Week
- 50,000 Free County Records Called on a Four-Month Cycle
- Two Partners Dialing Everything Themselves From 2017 to 2019
- VA Cleaned Every County Download by Hand in Excel
- Another Blanket ListSource Pull Whenever the Pipeline Ran Dry
- Same county-data system expanding into Texas and Miami
- $800K in revenue from six or seven deep-research deals
- About 20 people across data, calling, research, and sales
- PropStream tax delinquent lists arrived after owners had already paid
- Two years hunting a golden list that did not exist
- Bandit signs at intersections, cold calling all day from a coffee shop
- Four deals closed faster than his first three
- 8,200 dials and 25 leads in one November
- Four VAs running one calling and texting protocol
- Generic YouTube advice with no sequence to follow
- Back at a sales job four months after going full time
- Spent $35,000 on marketing with zero return
- About 35 Leads Per Deal Across 347 Total Leads
- $253K In Cash And Equity From One Package Deal
- 40 Properties Wholesaled In Under Four Months
- 12-Hour Days And A 45-Minute Commute
- No Deals Found Through Realtors, MLS, Or Craigslist
- Cold Calling From A Printed Spreadsheet In The Parking Lot
- Pulls Nearly All His Data Straight From the County
- Runs Jacksonville Virtually on $1,000 a Month
- Locked a Contract Four Days After His January Restart
- Scattered Across SMS, Facebook Ads, and a Website
- Partner's $2 an Hour Caller Hit a 1% Contact Rate
- Called Lists Three Times Then Trashed Them
- 50,000 sqft warehouses in negotiation, one to two leads daily
- $59,000 spread on his first big wholesale deal
- Every eviction filed in New Jersey, worked daily
- Old CRM buried callers in highlight and right-click drama
- Phenomenal months, then crickets for months
- Overnight pharmacy shifts, 84 hours in a single week
- Knows the playbook works and is replicating it
- First off-market contract four months after starting
- $250,000 assignment fee on deal one
- Weak cash position after funding ground-up projects
- Questioned whether real estate money was even real
- Two years spending on development deals, not making much back
- $40,000 month tracking with fixed costs
- Five first to market deals since April
- Probate filings pulled daily in multiple counties
- Two mail campaigns, response rates he did not like
- Costs fluctuated month to month with list spend
- Custom Podio build, broad absentee and vacant lists
- Owner buried beside her son after two years unclaimed
- Runs every heir search solo now
- Five heirs found, contacted, and signed across Texas
- Needed a specialist for her first deep heir search
- Paper records only, fathers listed by initials
- Probate leads dead-ended with no findable heirs
- Every No Recycled On A Two-Year Rehash Cycle
- Three VAs Clean Data Before A Single Dial
- Three First To Market Niche Filters Worked Daily
- Loose Onboarding And Under-Corrected Bad Hires
- Team Swung From Large To Small To Solo
- Broad Marketing Across Every Niche At Once
- Mornings and evenings back with his family
- 8 person crew handles whole projects in sets of two
- 40+ properties across three portfolios in about six months
- Afraid to take on payroll and a crew
- The bottleneck on his own projects
- Software job eight to five, real estate five to midnight
- 55% Answer Rate On One-By-One Click To Call
- Free County Data Replaced Every Paid List
- $45K Fee Closed One Week After The Callback
- Podio, Slack, And Multiple VAs, No Traction
- 30,000-Record Lists Dialed Two Or Three Times Through
- At Least $40K Wasted On Lists And VAs
- Four Marketing Attempts on a Couple of Lists
- A Three-Person Team at About $1,800 Cost Per Contract
- Almost Two Years Nomadic Across Asia, Europe, and the Middle East
- Behind a Jacksonville Desk 95 Percent of the Time
After DataSift
- Achieved Data Clarity
- Consistent Deal Flow
- Inconsistent Deal Flow
- Poor Marketing Flow
- Little Data Clarity
- Relied On Google Sheets
- Consistent Deal Flow
- Data Clarity / Organization
- Wholesales, Flips And Does Retail
- Strong Marketing Flow
- Didn't Understand Data Management
- Strong Real Estate Agent
- Wanted To Break Into Wholesaling But Didn't Know How
- Healthy Scale
- Data Driven Decisions
- Consistent Deals
- Strong Marketing Flow
- Inconsistent
- Little Data Insight
- Unorganized Bulk Marketing
- Strategic Focus on Niches
- Enhanced Lead Flow and Certainty
- Streamlined Marketing Process
- Efficient Use of Data
- Direct Mail & Deep Prospecting
- Broad, Unfocused Strategy
- Inconsistency in Results
- Dependency on Luck
- Marketing Clarity
- 6 Figure Months
- High Deal Volume
- Strong Marketing Flow
- Proper Data Management
- Weak Marketing Flow
- Poor Data Management
- Lack of Focus
- Manual Efforts
- Successful Scale
- Total Data Clarity
- Clear Marketing Approach
- Large Deal Spreads
- Improper Data Management
- Poor Marketing Method
- Inconsistent Deal Flow
- Strong Marketing Flow
- Clear Data Management
- Clear Data Management
- Successful Scale
- Many ways to close deals
- Large deal spreads
- Poor data management
- Unable to scale properly
- Poor marketing flow
- Smaller Deal Spreads
- Increased Deal Volume
- Platform Utilization
- Realtor Collaboration
- Funding Efforts
- Lots Of Deals
- Data Driven Decisions
- Strong Marketing Flow
- Sales And Marketing Clarity
- Poor Data Management
- Poor Marketing Flow
- Relied On Bulk Marketing
- Lack of Clarity
- Automated Acquisition
- Strong Marketing Flow
- Data Driven Decisions
- Structured Follow-ups
- Increased Lead Generation
- Achieved Sales And Marketing Clarity
- Manual Acquisition Processes
- Ineffective Marketing Flow
- Minimal Lead Insights
- Poor Follow Up Flow
- Inconsistent Lead Generation
- Lacked Sales And Marketing Clarity
What changed
The moment came on camera. Walking through his saved filters, Arthur rebuilt the gold mine live: two counties, vacant house, vacant mailing address, nothing sold or listed. The count came back higher than he remembered and stopped him mid-sentence. "That's 1300 leads. Are you kidding me? I could just set myself up for life just calling through this list." Earlier in the year he had already decided to quit auditioning other people's models, the ones that start with hiring VAs and end with a company he never wanted. The filter made the alternative concrete: enough empty houses within driving distance to feed a two-person business for years.
The Results
Arthur never shares a revenue total on camera, and this page will not invent one. What he shows instead is the machine. The gold mine list holds 1,300 vacant-property leads in just two counties, worked at three or four deep-researched calls a day. The shared database with Jen has run for three years, and it converts conversations other investors would throw away. A seller with no distress becomes her listing instead of his dead lead.
The deep prospecting lane carries the headline. One vacant mansion, one heir found on an island off Africa after almost a year of searching, one signed agreement. "It's going to probably be my biggest payoff in my career." Before the shared system: ten years of flips with two disconnected businesses under one roof. After: every record has two ways to close, and both start with helping the seller first.
Help them first and then see what you get.
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