O
OneClickSurplusFunds
Surplus recovery OS
Already have an account? Tap ☰ (top right) for the menu.
How It WorksFind My FundsFree GuideState DirectoryPricingKnowledge BaseGlossary
Legal

Privacy Policy

Your privacy matters. This policy explains what OneClickSurplusFunds collects, how we use it, and the choices you have.

Last updated: October 27, 2026

Information we collect

  • Account information you provide when you register: name, email address, and a password.
  • Lead and claim data you enter or import: property addresses, parcel or case numbers, owner names as published in public records, claim amounts, deadlines, and documents you upload.
  • Usage data such as the pages you visit, features you use, and analytics events that help us improve the platform.
  • Payment information is processed by Stripe. We do not store your full card number on our servers.

How we use your information

  • To operate your account and provide the surplus funds research, CRM, and claim-management features.
  • To send service notices, deadline reminders, and (with your consent) educational and marketing emails you can unsubscribe from at any time.
  • To maintain audit trails of changes to claims, agreements, and outreach for your recordkeeping.
  • To detect, prevent, and address fraud, abuse, and security issues.

How we share information

  • We do not sell your personal information.
  • We share data with service providers that help us operate (such as Stripe for payments and our cloud hosting and email providers), only as needed to deliver the service and under appropriate data agreements.
  • We may disclose information when required by law, court order, or to protect the rights, property, or safety of OneClickSurplusFunds, our users, or others.
  • Aggregated or de-identified data that can no longer reasonably identify you may be used for analytics and product improvement.

Data security and retention

  • Access to claim and lead data is scoped to your account and, for agency plans, your team workspace. Administrative access is restricted and logged.
  • Uploaded files are stored securely and linked to the relevant records you control.
  • You can export or delete your records. We retain account data for as long as your account is active and afterward as needed to comply with legal obligations and resolve disputes.

Public records notice

  • Some information in this platform originates from public records published by county and state agencies. The presence of that information here does not mean the individual consented to marketing contact. You remain responsible for complying with all applicable solicitation, contact-timing, licensing, and fee-cap laws before reaching out to any claimant.

Your choices

  • You can update your account information, export your data, or request deletion by contacting us through the Contact page.
  • You can unsubscribe from marketing emails using the link in each email or by contacting us. Service-critical notices (such as deadline alerts) may still be sent for claims in progress.

Children and third-party links

  • The platform is not directed to children under 18, and we do not knowingly collect their personal information.
  • Our site may link to county, state, and third-party sites we do not control. Their privacy practices are their own; review their policies when you visit.

Changes and contact

  • We may update this policy from time to time and will note the effective date above. Material changes will be posted in the app or sent by email.
  • Questions about this policy can be sent through our Contact page.

OneClickSurplusFunds is an education and operations platform. We are not a law firm and this policy is not legal advice. If you have a question about how your data is handled, contact us through the Contact page.