Excess proceeds, upcoming auctions, and completed tax sales in one place.

Add Contact Attempt

Contact Type Phone Call Voicemail Text Message Email Letter Sent Door Knock Court Filing Other

Edit Lead

Status Unreviewed Researching Contacted Claim Filed Recovered Dead / Not Pursuing Property Address Assigned To Next Follow-Up Phone Email Mailing Address Verified Owner Unknown Yes No Possible Owner Deceased? Unknown Yes No Possible Date of Death Probate Opened? Unknown Yes No Possible Probate Court Probate Docket Number Executor / Administrator Estate Notes Phone Source Email Source Mailing Source Owner Research Notes Recovery Status Open Under Contract Claim Filed Recovered Lost Not Pursuing Expected Recovery Fee Percent Actual Recovered Contract Signed Date Claim Filed Date Court Response Date Check Received Date Documents Checklist Death Certificate Needed Probate Needed Heirs Identified Claim Form Prepared Court Contacted Claim Submitted Check Received Notes

Edit Contact Attempt

Contact Date Contact Type Phone Call Voicemail Text Message Email Letter Sent Door Knock Court Filing Other Result Notes

Add Related Person

Name Relationship Phone Email Mailing Address Verified Unknown Yes No Possible Source Notes

Upload Document

Document Type Signed Agreement Claim Form Owner ID Death Certificate Probate Documents Court Correspondence Check Copy Other File Notes

Generated Letter

Letter Type Initial Outreach Letter Follow-Up Letter Missing Documents Request Your Company / Name Your Phone Your Email Generated Text

Edit Related Person

Name Relationship Phone Email Mailing Address Verified Unknown Yes No Possible Source Notes