Free Professional Guide
The Realtor's Guide To Hidden Client Assets
Every year, thousands of properties are sold at tax and foreclosure auctions, and the surplus funds owed to former owners go unclaimed. As a Realtor, you are uniquely positioned to spot these situations — and this guide shows you how to turn that awareness into a powerful, ethical value-add for your clients.
What's Inside This Guide
- How to recognize surplus fund situations in your day-to-day practice: tax sale notices, foreclosure filings, and client conversations that signal a potential recovery
- The ethical framework for referring clients to surplus fund recovery — what RESPA and state laws say, and how to stay fully compliant while adding value
- Conversation scripts and tips for introducing the topic of excess proceeds to clients in a natural, trust-building way that positions you as a resource
- A checklist of documentation to help your client gather before they speak with a recovery professional, saving time and demonstrating your expertise
- The NEPEX referral pathway explained: how the process works, what your client can expect, and how you stay informed without taking on liability
- How surplus fund recovery can deepen client relationships and generate referrals when handled professionally and transparently
Request This Guide
Complete the form below and we'll follow up with your guide.
This guide is for educational purposes only and does not constitute legal advice. Realtors should consult their broker and legal counsel regarding compliance with RESPA and applicable state laws. National Excess Proceeds Exchange is not a law firm.