In our Standard Excess Proceeds Bootcamp, you’ll find templates, worksheets and screenshare, How-To videos to take you through the process step-by-step. See Course Contents below.
Each video covers a specific topic. Almost all the videos are under 20 minutes in length. Be sure to use the written material in conjunction with the video lessons.
Video Modules: Quiz
Module 1_Overview of Excess Proceeds
Module 2_Knowledge Checklist
Module 3_Business Model and Payment Structure
Module 4_Differences_Distinctions – Lien States vs Deed States
Module 5_Workflow for Tax Foreclosure Overages
Module 6_Finding Lists_Tax Sale Overages
Module 7_Analyzing Tax Lists_Finding Missing Info_Tax Records Search
Module 8_Analyzing Tax Lists_Finding Missing Info_Tax and Court Records Search
Module 9_Workflow for Mortgage Foreclosure Overages
Module 10_Analyzing Private Mortgage Sale List
Module 11_Analyzing County Mortgage Sale List
Module 12_How to Use Checklist and Interviewing Lawyers Templates
Module 13_How To Use Sample Agreements
Module 14_How to Use Sample Power of Attorney
Module 15_How to Use Sample Initial Contact Letter
Module 16_How to Use Sample Worksheet
These are Samples only. You should modify each document to suit your State laws as well as your business model and pay structure.
3_Knowledge Checklist_Overage Business.docx
4_Interviewing Lawyers for Overage Business.docx
6A_ SAMPLE_Post-Foreclosure Agreement_Overages.docx
6B_SAMPLE_Beneficiary Locator Agreement_Overages.docx
6C_SAMPLE_Limited Power-of-Attorney_Overages.doc
6D_SAMPLE_Authorization to Release Information _Overages.docx
12_SAMPLE Call Script_Overages.docx
16_SAMPLE Letter_Unclaimed Funds_Initial Contact.doc
17_SAMPLE_Worksheet to Track Mortgage Foreclosure Leads.xlsx
18_BONUS_Resources for Marketing Your Business.docx
These are all of the Course materials, excluding videos. The PDFs are numbered for ease of access. Most documents are 1-2 pages long. The last document is a Sample Worksheet to track your leads. Editable Templates can be found in the next section.
1_General Overview of Excess Proceeds.pdf
2_Minimum Knowledge Needed for Overage Business.pdf
3_Knowledge Checklist_Overage Business.pdf
4_Interviewing Lawyers for Overage Business.pdf
5_Should You Use Assignments or POAs.pdf
6A_ SAMPLE_Post-Foreclosure Agreement_Overages.pdf
6B_SAMPLE_Beneficiary Locator Agreement_Overages.pdf
6C_SAMPLE_Limited Power-of-Attorney_Overages.pdf
6D_SAMPLE_Authorization to Release Information _Overages.pdf
7_Working Tax Sale Overages – DEED STATES.pdf
8_Working Tax Sale Overages – TAX LIEN STATES.pdf
9_Step by Step Workflow for Tax Overages.pdf
10_Step By Step Workflow for Mortgage Foreclosures.pdf
11_Skip Tracing for Overage Business.pdf
12_SAMPLE Call Script_Overages.pdf
13_Overage FAQs_Helpful Questions and Answers.pdf
14_QUICK REF_Glossary of Terms_Overage Business.pdf
15_Crash Course to Starting Overage Business.pdf
16_SAMPLE Letter_Unclaimed Funds_Initial Contact.pdf
17_SAMPLE_Worksheet to Track Mortgage Foreclosure Leads.xlsx
18_BONUS_Resources for Marketing Your Business.pdf
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