Getting Started Guide

Everything you need to succeed with Estate Sale Connect

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Welcome to Estate Sale Connect

Estate Sale Connect is your comprehensive platform for finding qualified estate sale leads and managing your business operations. Our tools help you grow by connecting you with homeowners who need estate sale services.

Your Account Is Free

Estate Sale Connect is completely free for estate sale professionals. There is no trial to run out, no monthly fee and no credit card required — just verify your email and start browsing leads.

Lead Marketplace

Finding the Right Leads

Navigate to Browse Leads to access our marketplace.

Accessing Contact Information

Getting Contact Details (free, unlimited)

  • Click "Get Contact Info" on any lead
  • View name, email, phone, and address instantly
  • Full details automatically emailed to you
  • Lead marked as "Accessed ✓" to prevent duplicates

Move Fast on New Leads

Each lead is shared with a limited number of professionals. The sooner you reach out, the better your odds — there is no charge either way.

Sales Management

Creating a New Sale

  1. Click "➕ Add New Sale" from My Sales
  2. Enter client information and sale dates
  3. Add complete address for the property
  4. Set revenue and commission rate (default 35%)
  5. Upload contracts, inventories, or invoices
  6. Add notes for important details

Converting Leads to Sales

Automatic Lead Conversion

When you win a lead, the system prompts you to convert it to a sale. Client information auto-fills, dates are suggested based on timeline, and original lead details are preserved.

Document Management

Reports & Analytics

Export Options

  1. Click "📊 Export Report" in My Sales
  2. Select date range (All Time, YTD, Last 30/90 days, Custom)
  3. Choose format: CSV for spreadsheets or PDF for printing
  4. Apply filters to export specific data

Automated Email Reports

Configure in My Sales → 📧 Report Settings

🆓 Your Free Account

$0 — no credit card, no contracts

  • ✅ Unlimited access to all leads
  • 📧 Complete contact information
  • 📸 High-resolution photos
  • 🎯 Priority support
  • 🔔 Lead notifications

Security & Privacy

Pro Tips for Success

Maximize Lead Conversion

Stay Organized

Mobile Productivity

Getting Help

Contact Support

Your Next Steps

  1. Complete your profile with service areas
  2. Start browsing leads in your area
  3. Set up email reports
  4. Add your first sale
  5. Explore export options