A repeatable system from lead to recovery.
OneClickSurplusFunds turns scattered county lists and follow-ups into one guided workflow — with built-in training so you learn the process as you execute it.
Search or import leads
Browse county surplus / overage lists inside the platform or upload your own lead files. Everything lands in one organized place.
Filter & prioritize
Rank opportunities by surplus amount, deadline urgency, county difficulty, and lead score so you always work the best cases first.
Convert into a claim workspace
Promote a promising lead into a guided claim — owner details, county, and amount carry over automatically.
Research, contact, document & submit
Verify the claimant, run skip-trace/OSINT, send outreach, assemble the packet with a checklist, and record submission details.
Track progress & recoveries
Follow stages, agreements, and paid claims. See pipeline value and recovered totals roll up on your dashboard.
What the platform helps you handle
Each claim brings together the research, communication, and paperwork that recovery work requires.
Start free, then grow into the full workflow.
- Create your free account in seconds — no card required.
- Get demo counties, lessons, and a limited lead preview.
- Learn the process through tracks and county playbooks.
- Upgrade to unlock full leads, conversions, outreach, and agreements.