Professional Referral Exchange
A Professional Referral Exchange For Cases Most People Miss
Realtors, attorneys, title professionals, financial advisors, probate specialists, and community organizations regularly encounter families who may be owed money after a property sale — money the family does not know exists. NEPEX provides a coordinated, ethical, education-first referral pathway so professionals can support their clients, constituents, and communities without navigating the excess proceeds system alone.
Realtors
A former client who lost a property may still have funds owed after the sale. Learn how to refer ethically and support your clients beyond the transaction.
Real estate agents, brokers, and property managers
Learn MoreAttorneys
Excess proceeds may intersect with foreclosure defense, probate, estate administration, bankruptcy, and family law matters. NEPEX supports attorney-led cases with research coordination and educational intake.
Solo practitioners, small firms, and legal aid organizations
Learn MoreProbate Professionals
When a deceased person's property was sold through foreclosure or tax sale, excess proceeds may become part of an estate asset. Heirs and executors may not know the funds exist.
Probate attorneys, estate administrators, executors, and fiduciaries
Learn MoreTitle Companies
Title research and chain-of-title examination may reveal prior owners, unresolved estate matters, liens, or surplus fund indicators that deserve attention.
Title examiners, escrow officers, and closing agents
Learn MoreFinancial Advisors
Help families identify possible forgotten real estate equity. Surplus funds may represent a meaningful but overlooked component of a client's financial picture.
CFPs, wealth managers, and retirement planners
Learn MoreCommunity Organizations
Nonprofits, housing counselors, faith-based groups, and community advocates encounter families who may be owed money after a property loss. Educational resources are available.
Housing counselors, legal aid, faith-based groups, and community advocates
Learn MoreAttorney Fee Structure — For Referred Claimants
No Upfront Cost For Qualified Referred Claimants
For qualified claims referred through NEPEX, the claimant does not pay upfront. Approved claim expenses and attorney filing costs may be advanced from recovered funds. Attorney approval required. Recovery is not guaranteed. Eligibility subject to verification. NEPEX is not a law firm and does not provide legal advice. Referral submission does not create an attorney-client relationship or guarantee acceptance, payment, or recovery.
How It Works
Built For Professionals Who Serve Families
The excess proceeds space is difficult to navigate without specialized knowledge. The NEPEX referral exchange lets professionals identify potential cases, connect them to an educational intake process, and stay informed — without becoming excess proceeds experts themselves.
Identify
A professional identifies a client, constituent, or family who may have had a property sold through foreclosure, tax sale, or another forced sale.
Refer
The professional submits a preliminary referral through the NEPEX educational intake process. No legal advice is given; no client relationship is disrupted.
Coordinate
NEPEX coordinates research, verifies whether funds may exist, and provides clear documentation about the claim pathway and timeline.
Stay Informed
The referring professional receives status updates so they can keep their client or constituent informed without managing the claim process directly.
Our Framework
Principles That Guide The Exchange
Education First
Every professional who participates in the NEPEX referral exchange receives clear, jurisdiction-specific educational materials so they can understand the fundamentals before discussing potential claims with clients, constituents, or colleagues.
Ethics-Aligned Referrals
The exchange is designed to respect professional ethical obligations. Realtors operate within the NAR Code of Ethics. Attorneys maintain their attorney-client relationships. Financial advisors work within their fiduciary frameworks. No professional is asked to do anything inconsistent with their standards.
Coordination, Not Interference
NEPEX coordinates research, provides educational intake, and aligns referrals. It does not practice law, does not interfere with existing professional relationships, and does not solicit clients directly. It is a coordination layer between professionals and the excess proceeds claim process.
Documentation-Driven
Every referral is backed by a documentation framework that identifies what records exist, what may be needed, and what timeline applies. Professionals receive clear status updates so they can keep their clients informed without managing the claim themselves.
Professional Audiences
Who Participates In The Exchange
The NEPEX referral exchange is designed for professionals who encounter families facing property loss, estate transitions, or financial distress. Each profession brings a different vantage point — but the common thread is that they interact with people who may be owed money and simply do not know it.
Realtors
Former clients who lost a home to foreclosure or tax sale may have surplus funds waiting. Realtors can refer ethically while maintaining their client relationships.
Attorneys
Excess proceeds may intersect with probate, foreclosure defense, bankruptcy, divorce, and estate planning matters. NEPEX supports attorney-led cases through research coordination.
Probate Professionals
When a deceased person's property was sold, excess proceeds may be an overlooked estate asset. Heirs and executors benefit from professional identification and referral.
Title Companies
Chain-of-title research and closing processes may surface prior ownership interests, unresolved liens, or surplus fund indicators that warrant attention.
Financial Advisors
Surplus funds may represent a material but forgotten component of a client's asset picture — especially for families who experienced past financial distress.
Community Organizations
Nonprofits, housing counselors, and faith-based groups serve communities where property loss is common and awareness of surplus funds is low.
Not a Law Firm
National Excess Proceeds Exchange is not a law firm, does not provide legal advice, and is not a government agency. Information provided on this website is educational only. The referral exchange connects professionals to an educational intake and research coordination process. Nothing on this site creates an attorney-client relationship. Professionals should consult their own legal counsel and professional standards bodies regarding participation in referral programs.
Begin A Professional Referral
Submit a preliminary review to determine whether excess proceeds may exist in a case you have encountered. Free educational intake. No obligation.
Educational intake only. Does not create an attorney-client relationship. No guarantee of recovery.