0:00 All right, guys. So, on this account, the caller contacted this stated that this was the client's phone number, but it actually was the son. So, let's go ahead and listen to the call. >> Hello. >> Hi, good afternoon. This is Emily and I'm calling on behalf of CC Recovery. I'm trying to locate the previous owner of Street in Florida. I'm not sure if you're associated to this address or know someone who is. >> Who are you? >> Um, like I said, my name is Emily and I'm calling on behalf of CC Recovery. We are a foreclosure assisting company. Well, the um that was my mother's asset. She already passed. I was over her state, but that partic there was issues with the title for that land. That's why we never um never close on that property or never close it out without with our state funds because it was there was issues with the title. That's why I never sold the property. So, I've been
0:46 getting all kind of text messages and everything and voicemails and all that pertaining that it went over to the state, but um it was never so because of title issues and and so >> Okay. Well, um that's actually perfect. The reason for this call is pertaining to that specific property and as I said for a foreclosure assistance company. Um we are assisting previous owners um get all the information that they need recuperate their losses at no upfront cost. So I would like to send you some more information and you could u definitely decide if this is for you or not. This would be the best contact number. Correct. I have this Oh, bear with me just a second. >> That's correct. And you can email me information to my email address. >> Could I have your email address, please? Yeah, >> I'll just confirm. I have you said at >> Jaguar 368.
1:34 >> Okay, perfect, sir. So, uh, I'll make sure to send you all the information you need and I'll get more information on what we could do. I do wish you the best. Have a great day and thank you so much for taking your call. >> And can you have information emails pertaining to your your corporation and >> I'll send all of that your way atyahoo.com. I'll do that right now. >> Thanks a lot. I appreciate it. What was your name again? >> Okay. My name is Emily. Emily, thank you a lot. Thanks you a lot. I appreciate. >> All right, perfect. So, the caller did their job. They got the email. Now, it's time for the account holder to first perform due diligence, confirm a surplus, prepare the intro email, attach the proof, and send the agreement form. So, let's go ahead and do it. Now, on XS Elite, we just found out that his name was Calvin. So, we're going to go here and we're going to change the name to Calvin. That's going to save. We got the
2:20 email. Let's go ahead and verify. That's a great tool. Excess Elite verified. That means this is deliverable. This is a tax sale. We have the case number. We have the surplus. We have the date sold. And this is from Duvall County. So now we head over to Access Elite. Once we're on Access Elite, we're going to go into the Florida reports. We're going to head over to that county. This was Duvall County. So we're going to type in Duvall. have to redo that. Now, we're going to go to the taxdeed portal because once again, this was a tax sale. So, we had the type of foreclosure, taxdeed foreclosure. We click here, taxde portal. Now, this is their taxde portal. So, now we're going to perform a search. So, we're going to take the case number, which we have here in the CRM.
3:05 All right, we're going to go here. We're going to paste the case number. We search for the case. And here it shows a surplus right there listed. So, in terms of proof, we have a form of proof right now. So, we're going to go ahead and take a screenshot of this. Let me just move this out the way. These are items that we're going to attach to our email. All right. So, it shows here the estate. We have the surplus there. Take a screenshot of that. Now, we're going to click into the case. We know that there's a surplus. We have the address there. We have the proof. Now, we just want to check to see if there's any leans. Now, the property was just sold. Today is 6:18. This was sold 2 days ago. So, they don't have the notice of surplus letter just yet, but it will be prepared shortly. We're going to go to the title express because this is going to be our property information report
3:51 and tell us if there are any leans and we're going to look and confirm the ownership information. All right, so Mary McFarland and then this also says Mary Alice Johnson McFarland. So, that's the same person. He's the son. Lean holders, none. So, this is a good case. All right, not the largest surplus, but hey, it's a good surplus. So, now we've done our due diligence. There are no leans. We've confirmed the surplus. We see that the property sold for a higher amount. We can also go to that sale date and we can identify the um property selling here. Now, this property is 3915 Stewart. All right. So, we're going to go here and locate that address. Here it is right here. So, we're also going to take this as our proof. All right. So, we're showing the sales results. So, we
4:38 go here, we take our screenshot, and then now we're going to prepare our email. So, we're going to go to chat GBT, prepare the intro email. Um, we had the intro email previously. I'm going to now say prepare intro email for and then we're going to put client name. Now, we're going to put all the details. All right. So the client's name and we go here and then we're going to put heir of and her name is All right. Put that there. We're going to do property address. We are going to plug that in. The property address is listed here. And then we're going to put
5:26 opening bid. We have that detail here. It was 1,976. 1,976. Final sale was 13,900. 13,900. And we put potential surplus. And we have that here at 11,923. Boom. And then now we're going to say this is for CC Recovery Group. Apply David Booker's information. This is for David. I'm assisting him. So, we plug in the client's information. It already knows the template because I've trained Chat GBT with the intro email from the course. We have everything. Have all of his contact information. So, we're going
6:12 to take the email. We're going to go over to the CRM. We're clicking email. We're going to put here David Wilkerson. His email. We need to put his company email, which we have right here. Surplus funds recovery. Copy that. Paste that there. We're going to make sure we have our subject line. Copy that. Paste that there. We're going to attach all of our proof. All right. So, we're going to upload the screenshots. All three screenshot have the sales results and all the three forms of proof. All right. So, we're going to upload all of those. And then we're also going to do add to documents because that's going to be uploaded and held internally in the CRM so we have proper tracking. All right. So the email is prepared. But before I send the email, I have to prepare the agreement form and we're going to send
7:00 over the agreement form on rabbit sign. All right. So we're going to head over to Google Docs and we're going to use the email. All right. So I help David with this other deal. We're just going to switch. Actually, I want the name to be in the same field. We're just going to take his name. We go here to the doc. We paste it. We go here. We paste it. And then we paste the name here. Boom. And then we change the title of that. We go file, download PDF. All right. So, now we're going to hop back over to his rabbit sign. And we're going to now send the document. Go here. Download Calvin McFarland. title surplus agreement message please sign go here Calvin
7:47 McFarland we snag that email again here shoot over the email click next we add the signature line for Calvin we add the date we go and allow the signature now we add the date and then we send this off that's going to go through and then now in the CRM we're going to send the email we're going to apply notes sent the client Calvin son of deceased owner intro email proof and agreement form. Now need to follow up and get to sign agreement. Then we'll
8:33 be able to file for a service. All right. So that's just the first step is to get the agreement form. So, we shot that over. That says it was delivered. So, now they just need to follow up. And we did all of this in under 10 minutes, guys. So, the caller did a great job. We got the email. We did our due diligence. We have here notes from the caller. This is how you work the
