Surplus Funds Secrets

The Surplus Funds Secrets Masterclass

The Complete System for Building a Profitable Surplus Funds Recovery Business; From Zero to Closing Cases

What You'll Learn

Module 1: The Foundation

  • What surplus funds are and why this industry exists
  • The legal framework: foreclosures, tax sales, and your role
  • State-by-state variations and how to navigate them
  • Why this is a recession-proof business model

Module 2: Finding the Money

  • How to locate surplus funds in any county
  • Public records research techniques
  • Building your prospect database
  • Identifying the highest-value cases

Module 3: Finding the People

  • Skip tracing fundamentals and advanced techniques
  • Heir searches and probate situations
  • Handling complex ownership chains
  • Tools and resources we actually use

Module 4: Making Contact & Closing Deals

  • First contact scripts that build trust
  • Handling objections and skepticism
  • Contract structures and fee agreements
  • Getting signed — ethically and effectively

Module 5: The Legal Process

  • Working with attorneys (and when you need one)
  • Filing claims and navigating court procedures
  • State-specific requirements and timelines
  • Compliance and staying out of trouble

Module 6: Scaling Your Business

  • Building systems that run without you
  • Hiring and training team members
  • Attorney partnership structures
  • From side income to six figures

Module 7: Advanced Strategies

  • Structured buyout programs
  • Handling interstate and complex cases
  • Building referral networks
  • Long-term business development

What's Included

  • 7 Comprehensive Video Modules — Over 15 hours of training
  • State-by-State Legal Guides — Requirements for states nationwide
  • Contract Templates — Attorney-reviewed agreements ready to use
  • Script Library — Phone scripts, email templates, objection handlers
  • Skip Tracing Toolkit — Our exact research process and resources
  • Private Community Access — Connect with other students and get support
  • Live Q&A Sessions — Monthly calls with Carl and Matthew
  • Lifetime Updates — As laws change, your training stays current

Invest in Your Future

One case can pay for this entire program — and then some. Most students land their first deal within 30 days of completing the training.

Limited Time Launch Pricing
$14,997 $ 7,997

PAYMENT OPTIONS:

  • Pay in Full: $7,997
  • Payment Plan: 3 x $2,997

“30-Day Money-Back Guarantee — If you complete the training and don’t feel confident you can find and close surplus funds cases, we’ll refund every penny.”

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