Find surplus funds. Reach claimants. Close cases. All in one platform.
OneClickSurplusFunds is the AI-native CRM built for tax sale and foreclosure surplus recovery — skip-traced leads, research automation, packet generation, and a claimant portal, in one login.
Built for solo recovery agents, small teams, and firms. We are technology only — we never file claims or compete for your deals.
Leads that are actually fresh
Tax sale overages, foreclosure excess proceeds, and mortgage surplus — skip-traced, deduped, and updated on a rolling schedule. Search by state, county, or dollar amount.
AI that does the boring work
Our research agents pull county records, draft outreach letters, generate claim packets, and flag missing signatures — so you spend your day on calls, not spreadsheets.
A portal claimants trust
Most platforms are agent-only. Ours has a public-facing Claimant Portal that gives homeowners a legitimate way to check if they're owed money — which sends warm inbound leads straight to you.
Every list, deadline, and filing rule — tracked and kept current so you don't have to.
Organize county lists, claim stages, and packet requirements in one place.
Keep agreements, IDs, and filings checklisted and ready per claim.
County playbooks and lessons explain the process in plain English.
Filter and prioritize opportunities by amount, deadline, and difficulty.
Plain-English note: Official state unclaimed-property searches are free through government programs (e.g. your state treasury and MissingMoney/NAUPA). OneClickSurplusFunds is a private research, workflow, and operations platform — not a government website. Always verify current county and state rules, deadlines, and filing requirements with official sources.
Why people switch to OneClick
Other tools give you data. We give you a system that makes you money.
- Just give you raw data
- No workflow or guidance
- No outreach tools
- Built to sell lists, not close deals
- Real leads + full owner data
- Step-by-step claim system
- AI guidance + outreach tools
- E-signatures, agreements, tracking
- Built to actually get you paid
Everything a recovery operator needs
Six core pillars, one connected platform — so nothing falls through the cracks.
Find opportunities
Monitor official county surplus lists automatically. Filter by state, value, and filing difficulty.
Qualify & research
OSINT tools, skip-tracing, and AI enrichment to verify owners, heirs, and contact paths.
Work the claim
18-stage guided pipeline with drag-and-drop Kanban, deadline alerts, and auto-task generation.
Contact claimants
Stage-aware outreach templates, contact history, automated follow-up reminders, and claimant messaging.
Generate & e-sign
Auto-fill county-specific documents and capture legally binding e-signatures directly on the claimant portal.
Learn the county
Playbooks with rules, deadlines, packet requirements, difficulty ratings, and pro tips — per county.
From lead to recovery in five steps
A repeatable workflow that keeps every case moving forward.
Search or import leads
Pull surplus opportunities from county lists or upload your own.
Filter & prioritize
Sort by amount, urgency, county difficulty, and lead score.
Convert to a claim
Turn a promising lead into a guided claim workspace in one click.
Research, contact & document
Verify the claimant, send outreach, build the packet, and submit.
Track progress & recoveries
Follow stages, agreements, and paid claims through to recovery.
This isn't just a lead list. It's a system to get paid.
Most tools stop at data. We help you close the deal.
Find real surplus funds
Updated regularly from official county sources. Filter by state, value, and deadline.
See exactly what to do next
AI-powered next-action guidance and county playbooks walk you through every step.
Contact owners with proven scripts
Pre-built outreach templates, contact logging, and e-signature agreements.
Track claims from start to payout
Full pipeline from intake to disbursement. Know exactly where every deal stands.
If you recover one claim, you're ahead 100x.
$3,000
Your fee on a $10k claim
$7,500
Your fee on a $25k claim
That's 100x your monthly subscription — from a single deal.
One login replaces:
50+ counties covered · New leads added daily · Claim packets generated automatically
Training that turns into action.
Most competitors split education into separate coaching or courses. We build it in. Follow structured lesson tracks, open county-specific playbooks, and get contextual help right inside the claim you're working.
- Structured lesson tracks from basics to advanced
- County-specific playbooks with rules & deadlines
- In-context help on every claim stage
- Progress tracking so you always know what's next
Pro tip: file the assignment with the recorder before contacting the claimant to lock priority.
Every claim becomes a guided cockpit
Open a claim and instantly see where it stands, what's blocking it, and exactly what to do next.
Everything serious filers need — in one place
Pro is built for recovery professionals who are filing actively. At $99/month, a single recovered claim pays for a full year. Here's what you unlock.
OSINT & Skip Tracing
Instantly surface owner contact info, relatives, and legal history without leaving the platform. Close leads your competition can't even find.
AI Lead Scoring
Our AI ranks every lead by recovery probability and effort required — so you work the highest-value cases first and stop wasting time on dead ends.
Unlimited Claims & Docs
No caps. Manage 50 or 500 active claims simultaneously with a full document vault, packet generator, and e-signature workflow.
County Playbooks
Step-by-step playbooks for every filing workflow — deadlines, required docs, pro tips from real filers. Never guess at a county's process again.
Outreach & Automation
Pre-built outreach sequences, agreement templates, and automated signature reminders. Turn cold leads into signed contracts on autopilot.
Deadline Intelligence
Automatic deadline tracking synced to each county's rules. Get alerted before a claim expires — never miss a filing window again.
Pricing that scales with your throughput
Start free to learn the process. Upgrade as you start converting leads into recoveries.
Built to give recovery professionals more workflow depth at an accessible price. Official state unclaimed-property searches remain free through government programs. Compare all plans