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Surplus Funds Training Library

Step-by-step training to run your surplus funds recovery business like a pro. Access unlocks when you purchase your DIY site.

Training access is included with your site purchase.

Purchase the DIY Surplus Funds site ($199 setup + $49/mo) and all modules unlock immediately. No separate subscription required.

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Training Modules 12 Modules
Foundation
01
Understanding Surplus Funds — What They Are & Why They Exist
Foundation · 22 min
02
The Legal Framework — State Rules, Statutes of Limitations & Compliance Basics
Foundation · 31 min
03
Locating Funds — Where to Search & How to Read Surplus Records
Foundation · 28 min
Operations
04
Finding & Vetting Claimants — Skip Tracing, Verification & Contact Scripts
Operations · 35 min
05
Filing Your Claim — Step-by-Step Paperwork & Submission Process
Operations · 42 min
06
Handling Objections & Claim Disputes — What to Do When Counties Push Back
Operations · 27 min
07
Collecting Your Fee — Retainer Agreements, Escrow & Getting Paid
Operations · 33 min
Business Building
08
Setting Up Your Business Entity — LLC, Contracts & Bank Accounts
Business Building · 29 min
09
Marketing Your Services — Reaching Claimants Online & Offline
Business Building · 38 min
10
Scaling Your Pipeline — Systems for Working Multiple Claims Simultaneously
Business Building · 44 min
Advanced
11
Probate & Heir Claims — Navigating the Most Complex (and Lucrative) Cases
Advanced · 51 min
12
Tax Implications & Record-Keeping — Protecting Your Income the Right Way
Advanced · 36 min

Ready to Unlock All 12 Modules?

Everything you need to run a profitable surplus funds recovery business — yours the moment you purchase your DIY site.

Get Started — $199 + $49/mo