Surplus Systems Just Made Starting a Surplus Funds Business a Lot Easier
Surplus Systems Just Made Starting a Surplus Funds Business a Lot Easier
You need to find opportunities. Verify the money. Find the right claimant. Make contact. Handle paperwork. Follow up.
And if you're brand new, the hardest part is often simple:
You don't know what to do next.
That's why we built more guidance and tools directly into Surplus Systems.
Instead of giving you a CRM and leaving you to figure everything out, the goal is to give you a clear path from getting started to working your first claim.
Watch the Video
Want help getting started with surplus funds?
Start with the free Surplus Systems course, or explore Surplus Systems if you're ready for a CRM, tools, training, and resources built specifically for the surplus funds business.
The Surplus Systems Deal Roadmap
One of the biggest problems new recovery agents face is not knowing which step comes next.
That's why Surplus Systems includes a step-by-step deal roadmap.
Phase 1: Get Your Business Ready
Before chasing opportunities, you need the right foundation.
This includes things like getting your business set up and building your attorney network.
Phase 2: Find Opportunities
Next, you need to find potential surplus opportunities.
The system helps point you toward resources for finding auction and mortgage opportu
ities and understanding the numbers behind each deal.
Phase 3: Verify the Opportunity
Finding a record isn't enough.
You need to verify the surplus, confirm the former owner, check liens, and make sure the opportunity is real.
Phase 4: Discover the Claimant
Now you need to figure out who is actually entitled to the funds.
This is where claimant research and advanced skip tracing come into play.
Phase 5: Make Contact
Once you've identified the right person, it's time to make contact.
The goal isn't to randomly call people. It's to have the information you need and know how to move the conversation forward.
Phase 6: Process the Claim
Once you have a claimant, you need to get the paperwork handled correctly.
Surplus Systems provides resources for paperwork, deadlines, and the claim process.
Phase 7: Get the Claim Completed
The final step is moving the claim toward completion and getting the funds released.
The idea is simple: stop guessing what to do next. Follow the roadmap.
A Surplus Funds Finder Built Into the System
Surplus Systems also includes a Surplus Funds Finder designed to make researching states easier.
The tool includes information such as:
State-specific records and resources
Direct web links
Phone numbers
Forms and filing information
Links to available lists and portals
For example, if you're working Georgia, you can quickly find the relevant resource and go directly to the list or portal instead of wasting time hunting around the internet.
Help When You Get Stuck
You shouldn't have to figure everything out alone.
Surplus Systems includes access to live Q&A sessions, a community, CRM help, and one-on-one technical support.
There are also resources for people who want to hire a virtual assistant. Surplus Systems can help find and train a VA on the surplus funds business, sales, and related processes.
What About the CRM?
The CRM is only one piece of the puzzle.
The bigger goal is to give you the tools and information you need to actually work the business.
Inside the system, you can find explanations for CRM fields, definitions, paperwork resources, state guides, deadlines, and other tools designed to make the process easier to understand.
And Now There's AI Help
One of the newest additions is internal AI assistance.
If you're brand new and have a question—even when nobody is available—you can use the AI help to get guidance on the surplus funds process and find the next step.
Think of it as having a starting point when you're stuck.
Final Thoughts
You don't need more information thrown at you.
You need a clear process.
Find the opportunity. Verify it. Find the right claimant. Make contact. Process the claim. Follow through.
That's what we're trying to build inside Surplus Systems: a system that helps you know what to do next instead of leaving you to figure it out alone.
If you're brand new to surplus funds, start with the free course linked below the video.
If you're ready for software, automation, training, resources, and support built around this business, take a look at Surplus Systems.
Resources
Free Surplus Funds Course
Surplus Systems CRM
Surplus Funds Finder
Deal Roadmap
Live Q&A and Community
CRM Help Library
Note: State rules, deadlines, forms, and claim requirements can vary. Always verify current requirements with the applicable county, state, or legal professional before submitting a claim.
