For Realtors & Brokerages
Inherited real estate is the highest-friction, highest-emotion transaction in your business — and almost no one wants to do the work upstream. We did. Take it off the shelf, put your name on it, and become the realtor families call when a parent dies.
Built by a 15-year licensed realtor who has been in the room when siblings stopped speaking over a $50 vase. This is the system that keeps them talking — and gets the listing.
You don't need more leads. You need the right leads, called by name, in a category that doesn't shop on Zillow. This is that category.
Most agents chase listings. Inherited-property specialists get called by name when a family loses someone. Your sphere already has this client — they just don't know you handle it.
Inherited sales aren't price-driven — they're emotion-driven. Families pick the agent who handled the conversation, not the lowest fee. You become the trusted advisor before you ever discuss commission.
Every past client over 40 has aging parents. Send them the free Family Readiness Checklist. They open it. They forward it. You're top-of-mind when the call comes.
By the time a family is ready to list, they've worked through your portal's executor playbook, the sell-vs-keep-vs-rent decision tree, and the tax basics. The listing conversation takes 20 minutes instead of 3 meetings.
Estate attorneys and CPAs need a realtor who 'gets it.' Be that realtor. Most partner referrals start with one closed inherited sale you didn't have to compete for.
The math
Assumes 300-contact sphere, US national mortality data for ages 60+, 40% of mortality events triggering a property decision, and a 35% close rate on referred inherited sales. Your market and farm size will vary. The platform fee at $97/mo Founding rate is recovered in the first $33,000 month, not year.
Founding Partner Tier
After 10 partners, the rate steps to the standard $297/mo. Founding Partners keep $97/mo forever, get the first-pass on local attorney/CPA referral matches we build, and have direct access to Roger by email and phone for the first 90 days.
The 30-day launch playbook
Your subdomain goes live. Your photo, your headshot, your brokerage colors, your phone number — all on a finished platform you didn't have to build.
Send the three sphere-reactivation emails we wrote for you. ('Mom just lost dad — here's what we did' template lands the warmest.) Watch your inbox fill.
Post your first Family Readiness Workshop invite — open enrollment to your sphere. Use our slide deck and facilitation kit. Charge $0 or $497 — both work.
Your first inbound conversation. Walk them through the executor playbook. The listing question comes up naturally, not as a pitch.
Workshop happens. 8–20 attendees. 30% schedule a 1:1 follow-up. You're now the local inherited-property realtor by reputation.
First listing. Often the family that joined the workshop in week 3. Sometimes a referral from an attorney who saw your portal. Always faster than buying Zillow leads.
Frequently asked
No. Your branded portal serves your licensed states. The shared editorial (state-by-state guides) is informational only — it routes families to local attorneys, not to your listings outside your licensed jurisdiction.
We provide a Compliance One-Pager you give to your broker. The platform is a marketing and education service, not a real estate transaction. Most major brokerages have approved it under independent contractor / personal marketing rules. We'll help you get yours approved.
They can. The platform isn't a lock-in. It's a trust accelerator. Across our pilot partners, ~70% of educated families chose the agent who provided the resources. The other 30% would have gone elsewhere anyway — you lose nothing by being helpful.
No. The platform routes every legal question to a vetted local attorney. Your job is to be the warm, knowledgeable person who connected the family to the right next step. Selling the house comes later, when the family is ready.
30 minutes once the portal is launched. Send one email a week to your sphere, post one social piece, and respond to inbound conversations. The content engine runs itself.
Yes — and the highest-performing partners do. We provide the workshop facilitation kit. Charging $0 (sphere) or $497 (open enrollment) both work. The workshop is the trust event that converts attendees into inherited-listing clients 12–24 months later.
I'll show you a live partner subdomain, walk you through the 30-day playbook, and answer any brokerage-compliance questions for your market. No sales pitch, no follow-up spam — just whether this fits your business.
Email Roger to book a demoOr join the affiliate program first to test the audience: /affiliates.