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The Overage Profitability Formula (Without Bonuses: No Partner Program, No Virtual Assistant Access, No Affiliate Program, No State Specific Modules, No Future Updates))
1. Overage Basics
What Are Overages & How Are They Created? (11:44)
Overage Vocabulary (5:37)
The Overage Business Simplified Into 5 Steps (3:42)
Tax Sale Overage Case Study (6:31)
Mortgage Overage Case Study (7:22)
How To Pick A Market To Work In (9:45)
How To Look Up State Laws & Distinguishing Between State And County/Court Level Funds (20:16)
Action Step Checklist For Module 1
Step 1: Create Leads
How To Find And Generate Leads (65:13)
How To Get Leads & Lists Online For TOs (32:44)
How I Build Mortgage Overage Lists (26:36)
How To Find Missing Information For Your Lead List (13:47)
Struggling To Get List From County? Solution: FOIA Request (13:14)
Action Step Checklist For Module 2
Action Steps For Finding Leads (4:32)
Step 2: Conduct Research
Skip-tracing 101: How To Find People (6:57)
Advanced Skip Tracing Techniques, 3 Levels Deep Exercise (21:05)
How To Skip Trace A Business (8:05)
Using County Records To Figure Out What A Property Sold For (8:58)
Using County Records To Research Debt/Liens On A Property & Working Cases Where There Are Liens (27:45)
Using Auction.com for lien research (9:13)
Using County Records & Court Records to Confirm Overages & Find Missing Info (44:33)
Using Court Records To Find People (9:24)
Using Social Media As A Source To Find People (8:18)
The Double Edged Sword Of Overages-Do you research 1st or Contact 1st? (10:08)
Beware! For Mortgage Overages, the Opening Bid is Not Always the Exact Debt Owed (14:52)
How Do I Determine If There's Actually An Overage For MOs? (12:16)
Action Steps Checklist For Module 3
Mistake to Avoid: Contacting the wrong person. How to confirm (5:03)
Step 3: Contact Leads
Making Contact With The Claimant. Phone Script, Overcoming Objections Script, and Marketing Letter (31:33)
Action Step Checklist For Module 4
Step 4 & 5: Contract Leads & Profit
Sending Out Paperwork (21:24)
Email/Letter To Send To Clients With Paperwork
Example Of A Fee Agreement (9:56)
Letter Of Direction (4:55)
Example Of An Assignment Form (8:13)
Example Of A Limited Power Of Attorney (5:22)
Example of a Retainer Agreement (3:24)
Strategies To Get Paid/Paperwork To Use (12:24)
Affidavit of Heirship
Authorization Form
Getting Paperwork Signed/Mobile Notaries (5:15)
How To Find An Attorney To Work With (25:48)
Script For Talking To Attorneys (11:14)
Action Step Guide Module 5
6. Overage Business Principles
Key Performance Indicators: What You Should Be Focusing On (2:50)
Working With Virtual Assistants (15:52)
How To Build Credibility & Trust (24:40)
Where to Get Business Phone Numbers (5:09)
Mindset
Consistency Compounds-Win The Day (13:43)
Support/FAQs
Support Guidelines
FAQs
The Double Edged Sword Of Overages-Do you research 1st or Contact 1st?
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