All Things Overages – Overage Bootcamp

Learn all the working knowledge and practical skills you need for a successful Overage business. 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.

What You’ll Learn Overage Bootcamp

Video Modules

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.

• 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

Editable Templates

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

PDFs of Course Materials

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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