All Things Overages – Overage Bootcamp

Master the skills to launch a profitable Overage business with this step-by-step Bootcamp. Access video modules, editable templates, and practical worksheets that guide you through every stage — from finding tax sale overages to managing legal documents and client outreach.

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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. See Course Contents below.

Contents

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.

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

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