Course curriculum
1. Tax Overages/ Mortgage Foreclosures
What are SurplusFunds (Video)
What are Surplus Funds
FREE PREVIEW
Mindset and what to expect
What you need to get started
Join the Facebook group community
FACEBOOK GROUP
How to find list for free with google
How to Find Surplus Funds list continued
Using Excess Elite to get leads in the entire nation
using real auction, realTDM and county database
using bid4assets
How to email the county and get list
Email template to county
how I stay organized and find overages
Where should you Start?
50 State Statutes guide
10 Counties you can go after
Tax Deed vs Tax Lien auctions
Mortgage Foreclosure surplus 101
12 Mortgage foreclosure sites
Due diligence
How to check for liens
Lien research
County/Trustee Email request
Staying organized with a CRM & Autodialer
Talking to your client on the phone and voice mail
Phone call script
Getting good at calling
Example on dealing with rebuttals
Student Mock call
How to Skiptrace
Methods of Contact
deceased claims
3 common mistakes and how to avoid them
Partnership Opportunity
What to do if there are multiple owners
Sending Mailers with Stannp
Mailer Worksop & Pre-foreclosure Strategy
Ready to move forward/Intro Email
Introductory email
Get the AI Surplus Closer
How to send proof to a client
Get your agreement forms electronically signed for free
How to find an attorney
Notary instructions
What you need to file a claim
Filing out your paperwork
Claim checklist
Claim process flowchart
How to always make money in surplus funds preparing packets
Asset recovery agreement form
Limited Power Of Attorney for an Individual
Limited Power Of Attorney for a Company
Re.funds payable
AssignmentOfInterest.Asset.recovery
cover.letter
different routes of pursuing a claim
Helping companies that are owed surplus
The Blue print
Building your website
All counties in every states directory information
Foreclosure.Informational.Company.Letter
Direct Mailing
Looking to scale?
Surplus Funds Crash course
Tax Overage Tracking Word
Intro email pre foreclosure
2. Unclaimed State Funds
What are state funds
Unclaimed state funds course
Useful website
Filing process
Agreement.form
Cover Letter
Specific.Power.of.attorney(not all state require this, if they do then use it)
Top states you can start today!
Call script
Intro email
State funds walk through
