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
Sales Page
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