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Upbeat Leaders

245 members • Free

Surplus Institute

66 members • $47/month

31 contributions to Surplus Institute
Another contract.
Not here to brag but to encourage other newbies. If you work the system, the system works. I started calling about 2 hrs a day back in the beginning of January. I was focused on excess proceeds in Arkansas while my Pennsylvania state application was being processed. I sent that in the beginning of December and it finally went through end of January. I’ve spent a few weeks wrapping up some applications and loose ends with Arkansas and just started Pennsylvania calling this week. Got another contract sent out!! This time I took the time to really set things up for my next moves. This gal wanted me to mail the contract to her which was fine. I confirmed that there was a UPS store nearby and suggested I could have them print and notarize the contract all at once. She agreed and is going to sign it tomorrow. I also planted the seed that this is the initial step in a longer process. (My first deal in Arkansas is really slowing down due to the fact that I didn’t prep the claimant that the initial paperwork is only the first step. She is really dragging her feet getting the necessary documentation together now). Pennsylvania client understood and was more than happy to hear that even though it’ll take 5-6 months for a payday, her journey to recovering $175k starts now!! Get your list, skip trace, set up a lead sheet, start calling, sign contracts, submit applications, get paid. 7 step process is all it is! Keep grinding folks!!
1 like • 18d
@Phil Busenbark yes sir! Great resource. I’ve also used mobile notaries for clients who are disabled. But at $90 it was kinda steep! They live out in the middle of nowhere. I’ve found that each of the actual UPS Store location have had them. There are ups access stores that won’t have them though.
0 likes • 18d
@Erik Thorbecke thanks sir! I appreciate it a ton!
$54K Mortgage Overage Check
We just got cleared $54,583.26. We will receive 30% or $16,374.98. Work the business it works! Thanks to @Rose Petritz for being an A+++ business partner.
$54K Mortgage Overage Check
4 likes • 18d
Excellent work @David Church and @Rose Petritz !!
What the letter's mean in the Skip Tracing result,
MW - Married / Spouse MX - Married/ X-Spouse P - Parent C - Child S - Sibling R - Relative Only do A = Associates if you run out of the people above Hope this helps
2 likes • 18d
Well done!! Any idea what the letters pertaining to associates are? I’m stumped.
Moving the needle
Every so often I like to challenge the group. What are you doing to move your needle this week?
5 likes • 20d
@Lisa Jones I think you're on to a good start. I try to keep things pretty short at first and also set a hook. Hi Lisa, my name is Ken Kelly and I'm reviewing a Florida record associated with you as well as an address of 123 Main St. Is now a good time to talk? I love it when there is a decedent. It gets their attention real quick. Hi Lisa, my name is Ken Kelly, and this message pertains to the late Jim Smith (who passed away in 2017) as well as an address he was associated with at 123 Main St. Is now a good time to talk?
3 likes • 19d
@Lisa Jones no problem! I don’t know that it’s better but you’re more than welcome to use it!
Book suggestions
David, one thing that I’ve noticed about you. You’re a big reader. What are some suggestions you have for books?
4 likes • 21d
@David Church not yet but it’s now on the list!
1-10 of 31
Ken Kelly
5
353points to level up
@ken-kelly-7065
Jesus Follower, Husband, Father and Coach of Team Kelly. I have the opportunity to change lives through music.

Active 11h ago
Joined Dec 15, 2025
Oklahoma, USA
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