Protege Portal

Protege Training Hub

Welcome to the Recovery Desk. This is your command center.

If you are a current protege, this is your command center. Do not work random files. Do not chase every county. Do not call claimants without the script, compliance language, and file checklist. Work the system.

Training & Curriculum

Access Weekly Training

Current week's module, recordings, and materials.

Access

Download County Scorecard

The county evaluation tool for ranking markets.

Access

Download Claimant Intake Script

The approved outreach and intake script.

Access

Download Document Checklist

Complete claimant document requirements by case type.

Access

Coaching & Support

Join Weekly Coaching Call

Live implementation and Q&A session.

Access

Book a Strategy Session

One-on-one session with your coach.

Access

Submit a Deal for Review

Submit a file for deal review and feedback.

Access

Student Resources

County Surplus Scorecard

Excess Proceeds Claimant Intake Checklist

Former Owner Outreach Script

Heirship Document Checklist

County Research Tracker

Surplus Recovery Deal Review Sheet

Claim Deadline Tracker

Attorney Escalation Checklist

No Legal Advice Compliance Sheet

State/County Launch Plan