Client hub

Welcome aboard. Everything you need is on this page.

Bookmark it. Your login, your data, your training, your support — one link instead of hunting through menus. If you're brand new, start with the three steps below.

Start hereGo to InheritedDataPRO
First 48 hours

Three steps to your first call.

Do these in order and you'll be working live records the same week.

1

Complete onboarding

Tell us your markets, delivery preference and CRM so we can provision your account correctly.

Open the onboarding form →

2

Set up InheritedDataPRO

Activate your login, set your filters by County, MSA or CSA, and run your first search.

Setup guide →

3

Book your training

A 30-minute walkthrough with our team: how to pull, filter, export and work the records.

Book 30-min training →

Your tools

Logins and applications

InheritedDataPROSearch, filter and export your licensed records. Deceased LookupReverse lookup and verification against the death file. Direct MailDone-for-you mail campaigns on your records. Virtual AssistantsTrained InheritedData VAs who know the scripts. PhoneBurnerPower dialer, discounted for InheritedData clients. GoHighLevel + IDPROPush records straight into your CRM.
Training & resources

Learn the system, then work it.

Getting startedThe base knowledge-base track for new subscribers. Next steps after subscribingWhat to do once your first delivery lands. Calling scriptsWord-for-word scripts written for beneficiaries. Cold calling e-bookCold Calling Secrets — the long-form playbook. Acquisition calculatorRun the numbers on a deal before you commit. Data field mappingEvery field in a record and what it means. Coaching & training suiteOne-to-one coaching and the full training program. 30-min training (1:1)Personal walkthrough of the platform. 60-min team trainingBring your whole team on one session.
Support

Stuck? Reach a human.

Call or text(407) 706-9960
Mon–Fri, business hours ET
Help centerOpen a ticket →
Technical support and account issues
Book time with us15-minute call →
Strategy, markets, plan changes
Knowledge baseSearchable answers to almost everything. Login & access helpCan't get in? Fix it here. FAQThe questions clients ask most.
Account & agreements

Billing and paperwork

Billing portalUpdate your card, view invoices, manage your plan. Change or add a planAdd counties, records or a full MSA. Licensing agreementThe terms your data license runs under. Terms of service Privacy policy How to get licensedLicensing requirements and process.

Need to add a county or scale up?

Availability changes weekly. If you want another county, a full MSA, or a bulk aged-data package, grab fifteen minutes and we'll check what's open.

Book 15 minutes

Or call / text: (407) 706-9960