Education first. No hype, no exploitation.

Where our information comes from

The platform organizes information drawn from public records — county surplus / overage lists, treasurer and clerk offices, and statutory rules — together with any leads you import yourself. We help you structure, prioritize, and act on that information. We do not guarantee completeness or accuracy of any public record, and listings change frequently.

Always verify: confirm current county and state rules, fee caps, deadlines, required forms, and filing offices with official sources before acting on any claim. Requirements vary by jurisdiction and change over time.

How your work is stored and tracked

• Your claims, leads, documents, and outreach are scoped to your account.
• Agreements and outreach are timestamped and logged on each claim's activity timeline.
• Uploaded files are stored securely and linked to the relevant claim record.
• You control your data — export or remove records as you manage your pipeline.

Who this is for — and who it isn't

How we're different from bad actors

State consumer-protection agencies regularly warn about surplus-funds scams — high-pressure finders, exploitative fee splits, and promises of fast money. We built this platform as a direct response to that. Here's the contrast:

We are not a law firm.

OneClickSurplusFunds is an education and operations platform. We are not attorneys, we do not represent you, and nothing in this app — including playbooks, lessons, checklists, generated agreements, or AI responses — is legal advice. State laws governing surplus-funds recovery vary significantly, and individual claims often involve title, probate, or lien issues that require professional judgment.

Use this platform to understand the process, organize your work, and execute efficiently. Use a licensed attorney when the situation calls for one.

Don't go it alone if any of these apply

• The rightful claimant is deceased and the estate has not been probated.
• There are competing claimants (heirs, ex-spouses, co-owners, lienholders).
• The claim requires a court motion, hearing, or judicial release of funds.
• A title defect, unrecorded interest, or fraud allegation surfaces during research.
• Your fee agreement is being challenged or the claimant wants to rescind.
• A county or state attorney general contacts you about your practices.

When in doubt, refer the claimant to local counsel — or partner with one. It protects them, it protects you, and it protects the legitimacy of the recovery industry.

Trust the agencies, not the gurus

We point users toward primary sources whenever possible — state treasurer unclaimed-property divisions, county treasurer/clerk offices, and consumer-protection bulletins. These links are general public-interest starting points; always check your own state's current guidance.