For Serious Proteges

Learn the Excess Proceeds Business the Right Way

Research first. Compliance first. Claimant first.

This coaching program is for serious proteges who want to learn how to locate surplus funds, contact rightful claimants, organize claim documents, understand county procedures, and build a professional recovery operation without hype, shortcuts, or reckless promises.

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The Control Point

The Control Point Is the Recovery Desk

The person who controls the research, the claimant intake, the document checklist, the deadline calendar, the county communication, and the follow-up process controls the outcome. National EPX is built around that desk.

Who This Is For

Real estate investors
Asset recovery professionals
Virtual assistants and researchers
Probate researchers
Foreclosure specialists
Title professionals
Consultants
People who want a serious recovery desk business
Existing proteges of Cecil L. Jones Jr.

Who This Is Not For

People looking for push-button money
People who refuse to make calls
People who will not follow compliance rules
People who pressure families
People who want to fake authority
People who cannot handle paperwork
People who will not track deadlines
People who think every surplus file is collectible

If you cannot be trusted with a grieving family, a confused former owner, or a legally messy file, this business is not for you.

Three Coaching Paths

Choose the path that matches your experience, commitment, and goals.

For Beginners

Recovery Desk Starter

Excess proceeds foundation
Sale type breakdown
County research basics
List sourcing
Claimant identification
Skip tracing basics
Outreach ethics
Intake script
Basic CRM setup
Document checklist
Weekly group coaching

Application Required

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County Operator Intensive

County-by-county market selection
Surplus list analysis
Lien and ownership review basics
Probate/heirship workflow
Claim packet workflow
County contact SOP
Follow-up sequence
GHL pipeline setup
Call review
Document review
Weekly implementation sessions

Application Required

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For High-Level Students

Private Protege Program

Direct strategy sessions
County launch plan
State selection
Claimant outreach review
Agreement review checklist
Pipeline buildout
VA/researcher training
Weekly accountability
Deal review
Scaling plan
Referral partner strategy
Attorney/notary network buildout

Private Application Only

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This is not legal training. This is business, research, operations, documentation, marketing, and recovery-desk strategy. Students are expected to use licensed attorneys where legal advice, court filings, or legal representation are required.

8-Week Excess Proceeds Recovery Coaching Curriculum

A structured path from foundation to scaling — built for operators, not spectators.

Week 1

The Business Model and the Ethics

What excess proceeds are
Tax sale vs. foreclosure vs. sheriff sale
Why funds go unclaimed
Who may be entitled
Ethical claimant outreach
What not to say
Compliance foundation
No unauthorized practice of law

Week 2

Best States, Best Counties, Best Lists

How to rank counties
Public surplus lists
County treasurer sites
Clerk and sheriff sale records
Tax deed records
Foreclosure auction results
How to build a county tracker

Week 3

Ownership, Heirs, Probate & Claimant Verification

Former owner research
Deed review basics
Death checks and obituary research
Probate docket checks
Heirship questions
Estate representative basics
Red flags before contacting

Week 4

Skip Tracing and Claimant Outreach

Skip tracing stack
Phone scripts
Voicemail scripts
Direct mail and email scripts
SMS compliance
Objection handling
How to explain surplus funds clearly

Week 5

Document Collection and File Building

ID and death certificates
Letters of authority
Probate filings and deeds
Court records
Assignment documents
Lien releases and affidavits
Notary needs and file SOP

Week 6

Claim Process and County Communication

Calling counties and clerks
Requesting claim instructions
Tracking deadlines
Confirming whether funds exist
Court vs. county claims
Interpleader basics
When to escalate to attorney

Week 7

GHL Pipeline, Follow-Up & Recovery Desk Operations

Pipeline stages and tags
Custom fields and automations
Claim deadline reminders
Claimant follow-up
Document missing reminders
Team tasking and VA workflow
Daily operating rhythm

Week 8

Scaling, Partners, and Deal Review

Attorney referral network
Probate partner network
Realtor referral network
Notary network
Community groups
County expansion
Scorecards and deal review checklist

Built by Operators Who Understand Real Estate, Title Problems, and Recovery Work

National Excess Proceeds Exchange was built for families, heirs, and former owners who need straight answers after a property sale. The organization combines real estate experience, public-record research, claimant education, and recovery-desk operations to help people understand whether they may have a valid path to surplus funds.

Proteges are trained to think like recovery-desk operators, not internet hustlers. The work requires research, discipline, county knowledge, ethical communication, document control, and follow-through.

The mission is simple: bring clarity, order, and professionalism to a confusing recovery process.

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Ready to Build a Professional Recovery Desk?

This is not a get-rich-quick program. It is a business that rewards research, discipline, and ethical execution.

Apply for Coaching