Next Level VA
NEXT LEVEL VA
Stop Buying Courses.
Start Closing Deals.
Every week, hundreds of millions in unclaimed surplus funds expire uncollected. Not because the money isn't there. Because the operators who found it couldn't execute. We fix that.
50K+
VIEWS ON OUR LIST-CREATION TRAINING — MOST WATCHED IN THE INDUSTRY
3 YRS
AS THE BEHIND-THE-SCENES EXECUTION ENGINE OTHER OPERATORS OUTSOURCE TO
100%
IN-HOUSE. WE DON’T OUTSOURCE TO THIRD PARTIES. WE ARE THE THIRD PARTY.
THE PROBLEM
Most people in surplus funds are stuck buying education and hoping execution magically follows. It doesn't. Here's what actually kills businesses in this space.
People don't fail in surplus funds because they lack motivation. They fail because no one ever handed them a working system — just videos, PDFs, and a pat on the back.
The surplus funds business has changed. The days of calling a list you built in an afternoon and collecting checks by Friday are gone. Today, claimants are warier. Competition is higher. County systems are slower. And the gap between operators who have real infrastructure and those who don't is growing every single month.
You don't need another course explaining what a surplus fund is. You need someone who's already built what you're trying to build — and can hand it to you.
What Most Operators Are Doing
x Buying course after course, still not closing
x Building their own research systems from scratch
x Hiring VAs with no training and wasting weeks managing them
x Cold calling with outdated scripts that get them ghosted
x Losing deals mid-close because they can't handle objections
x Spending months on setup that should take days
x Guessing which states and file types to work
x Doing everything manually, burning themselves out
What Our Operators Do
→ Follow a proven 13-step setup roadmap, zero guesswork
→ Access our research team on day one — no building required
→ Plug into a trained cold calling team immediately
→ Use AI-backed scripts built on real claimant psychology
→ Handle every objection with a practiced, field-tested response
→ Go from zero to pipeline in days, not months
→ Work files that are actually winnable
→ Run their entire operation on automated workflows
We didn't build this from theory. For three years, we've been the company that other asset locators quietly outsource to. Not the other way around. We've built hundreds of lists, handled thousands of claimant conversations, and solved every skip-tracing and county system problem in the book. We are the execution engine. Now we're opening the doors.
THREE PROGRAMS
One size doesn't fit all. Your business stage determines what you actually need. Pick your path — no upsell traps, no gatekeeping.
The Free E-book
You're brand new. Haven't made your first dollar yet. You need a map, not a team.
INVESTMENT
$0
Everything a beginner needs to understand the business, set it up right, and start moving - for free.
Most beginners don't quit because they're lazy. They quit because they hit a step they don't understand and have no one to ask. This guide eliminates that problem. You'll know exactly what to do first, second, and next — and why.
This is not a teaser. It's the full playbook. We're giving it away because operators who understand the business are operators we can work with later.
WHAT YOU GET
✓AI Clarity Accelerator — how to use AI in your business without hype or guesswork
✓Script Creation System — 12 psychological mechanisms that turn conversations into signed agreements
✓ The 13-Step 2026 Surplus Funds Business Roadmap
✓Script Creation Video Training (unlisted — not available anywhere else
✓The Lost Chapters of List Creation — advanced material cut from our viral 50K-view video (launch day only gift)
✓30-Day Implementation Plan - — a day-by-day action schedule you can start tomorrow
Fast Track
You've started but you're stuck under $10K/month. You want to skip setup and start closing.
ONE - TIME INVESTMENT
$997
A complete business-in-a-box. Instant access to our research and cold calling team. No hiring. No training. Just revenue.
The biggest mistake solopreneurs make is spending six months building infrastructure that should take six days. You don't need to figure out how to hire, train, and manage a team — you need to plug into one that already exists.
When you join Fast Track, you get immediate access to our in-house research team and our cold calling team. Not a vendor. Not a freelancer. The same team other operators have been quietly outsourcing to for three years. You skip straight to working leads and closing deals.
WHAT YOU GET
✓ Everything in the Free Playbook (Tier 1)
✓ Immediate access to our in-house research team
✓ Immediate access to our trained cold calling team
✓ Done-for-you list building — no learning curve, no guesswork
✓ Full business infrastructure setup — skip months of trial and error
✓ Direct operator support so nothing falls through the cracks
BONUSES (15 PLAYBOOKS)
Bonus Stack 1: The Operations Implementation System
✓The Business-in-a-Box Operations Playbook(Workflow of Operation)
✓ The Tech-Proof Execution Playbook(Tech Skills Every Surplus Funds Beginner Should Know (Non-AI)
Bonus Stack 2: The AI Leverage Implementation System
✓ The AI Reality Check Playbook(AI misconceptions)
✓ The AI Clarity Roadmap(Why AI Still Feels So Confusing — Even With So Much Free Info)
✓ The AI Whisperer Playbook(Prompt Engineering)
✓ The AI "Missing Manual" Playbook(Technical skills creators wrongly assume beginners know)
✓ ChatGPT: The "Is It Safe?" Edition
✓ The Beginner-Friendly AI Glossary
Bonus Stack 3: The Lead Sourcing Implementation System
✓ The Skip Tracing Sniper Playbook
Bonus Stack 4: The Trust Authority Implementation System
✓ The Claimant Trust Proof Playbook(How to build credibility even if you don't have testimonials yet)
Bonus Stack 5: The Sales & Closing Implementation System
✓ The Credibility One-Liner Compilation(Credibility One-Liners for Surplus Funds Locators)
✓ The "Care Before Core" Playbook(People don’t care what you know until they know you care)
✓ The Cold Call Trust Architect Playbook(Overages and Cold caller pain points)
✓ The Ink-to-Cash Protocol(There are five main ways to sign documents)
✓ The Persuasion Architect Playbook(The Advanced Closing System)
Enterprise Build
You're already making $10K+/month. You want to automate and scale without adding chaos.
CUSTOM PRICING STARTS AT
APPLY
$10,000
We build a complete operating system inside your business. Not a template. Not a framework. A custom build designed around your team, your workflow, and your revenue targets.
At $10K/month you don't need scripts and templates. You need infrastructure. The kind that removes you from the daily grind without removing you from the results.
Every enterprise build is different because no two businesses operate the same way. We audit what you have, identify every manual bottleneck, and build AI-powered automation around your actual operation.
EXAMPLE BUILDS INCLUDE
✓ Statute Engine— visually maps foreclosure timelines by state, identifies surplus holders, flags junior lien risks and fee caps so you never chase a dead file again
✓ Direct Mail Engine— select a case, generate a personalized letter with homeowner name, property address, and auction details, print-ready labels in seconds
✓ Objection Handler AI— trained on real claimant behavior, generates tailored phone, text, and voicemail responses, then switches into roleplay mode so your team practices until every objection is automatic
✓Automated research, marketing, communication flows, and follow-up with minimal manual involvement
✓Private client channel access — real implementation documentation, not polished marketing
THE MATH
This isn't about working harder. It's about compounding small improvements across every lever in the business simultaneously.
WHAT MOST OPERATORS DO
Contact rate Baseline
Trust & conversion rate Baseline
Execution speed Baseline
Mistakes & lost deals High
Business growth 1× — if you're lucky
Most operators improve one thing at a time, slowly, while continuing to make avoidable mistakes on everything else.
WHAT OUR OPERATORS DO
Double contact rate (AI productivity) 2×
Double trust & conversion (script system) 2×
Cut mistakes in half (roadmap) 2×
Each lever multiplies the last Compounds
Total business growth 8× — minimum
Triple all three and your business doesn't grow 3× — it grows 27×. That's the math behind 10×. You don't work harder. You fix the bottlenecks.
STRAIGHT ANSWERS
How do I know you're not just another course selling hope?
Fair question. We don't sell courses. We sell implementation. Other companies hand you content and wish you luck. We've spent three years being the company other asset locators outsource their actual work to — list building, skip tracing, claimant communication. We are the vendor. We built the most-watched list creation video in this niche. The work speaks.
Does this work for all types of surplus — tax, mortgage, bankruptcy, HOA
Yes. Anywhere you have public records, claimants, and confusion — this applies. The mechanisms are the same regardless of surplus type. Tax overage, mortgage surplus, HOA liens, unclaimed funds. The research approach, the scripts, the closing psychology — it all transfers.
I'm not a natural salesperson. Will the scripts actually work for me?
The script system isn't about charisma. It's built on 12 psychological mechanisms tested across thousands of real claimant interactions — the objections, the stalls, the disappearing acts. We documented every pattern. You don't need to be slick. You just use the system.
What if I'm already making money — why would I need this?
Because manual businesses hit ceilings. If you're at $10K/month and your growth is tied to your hours, you've built a job, not a business. The enterprise build exists to remove you from the bottlenecks — research, outreach, follow-up, communication — without removing you from the results.
Are results guaranteed?
No. And anyone who guarantees results in this business is lying to you. Results depend on your effort, your market, and your execution. What we can guarantee is that the systems work — because we've used them ourselves across hundreds of real cases. What you do with them is on you.
NEXT LEVEL VA
Information shared here is for educational purposes only and does not constitute legal, tax, or financial advice. Results vary based on effort, experience, and application. The 10× in our materials refers to capability, not guaranteed income.