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Owned by David

Surplus Institute

55 members • $47/month

Working unclaimed funds (surplus funds or overages) from the state level, mortgage surplus funds from auctions, and tax surplus funds from auctions!

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86 contributions to Surplus Institute
Probate
I have a claimant in NV, she is the daughter of the deceased owner. After we submitted the claim the State sent back requesting that this needs to go through probate. I feel stuck, I've been sitting on this for a few weeks. Can someone please help me. Never did a probate case before.
0 likes • 14m
@Cyon Pryce How much money is in the estate ? There may be a couple of options to go. If the claim is smaller it may qualify for a small estate affidavit. If it is a larger claim you may need an attorney or you may be able to do a summary of admin.
Congrats Evan
Hey Everyone Evan just joined the 12 week accelerator less than a week ago - watched the videos and asked questions, jumped on the coaching calls. Congrats @Evan Fehr as he has a verbal YES! HE also stated that @Rose Petritz was huge in directing him on the coaching call. Work the business, it does work!
Reaching out to your clients
What do you do if you leave a message, you text, you leave another message and still no answer?
0 likes • 2d
@Sandra Strong It should still be sending the letter with the email.
1 like • 2d
@Sandra Strong You should be good to go. Email them at the updinvestigators@sco.ca.gov and verify.
New on here
Im finally in!!! Im ready to take my efforts to the next level
1 like • 2d
@Cyon Pryce A huge Warrior welcome! Always good seeing you - looking forward to seeing you on Tuesday's call!
2 likes • 2d
@Cyon Pryce @Jin Arban will get you hooked up with this. She should be in touch with you.
2P/10DLC
Not having the 2P/10DLC compliance requirements for business texting and calling is that ok? the Google voice platform which grants texting privileges and calling without investigating is solid but has anyone gotten flagged using the features of Google voice without having 2P/10DLC
2 likes • 2d
@Anthony Fabricatore Love the question. 2P/10DLC technically applies to A2P (application-to-person) messaging, meaning bulk or automated texting platforms like Go High Level (which I have). Google Voice is considered P2P (person-to-person) — so it does not require 2P/10DLC registration to text or call. That’s why Google doesn’t ask for brand verification or campaign approval. That said — people don’t usually get “flagged” just for not having 10DLC.They get flagged for behavior, not the platform. You might have a problem if: - You send high-volume texts fast - Copy/pastes the same message repeatedly - Uses automation or VA blasting If you’re using Google Voice for manual outreach, real conversations, and normal daily volume, it’s generally fine and widely used. Once someone starts scaling, automating, or doing mass SMS — that’s when 10DLC becomes necessary. Anyone else have anything different? Does this help? Great question.
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David Church
5
204points to level up
@david-church-8742
Has Claimed over $67 Million in unclaimed funds. Formerly high school math teach now a Surplus Funds locator, mentor, coach, and a dad!

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Joined Dec 12, 2025
USA
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