# Lead and Database Walkthrough

This guide provides a comprehensive walkthrough of the Excess Elite Lead and Database System, designed to help users effectively navigate and utilize the platform. By following the steps outlined, users can access valuable resources, view and export reports, and stay updated on auction events related to excess funds. Additionally, the guide highlights features such as favoriting counties for quick access and utilizing resources for filing claims, making it an essential tool for anyone looking to maximize their use of the system.

{% stepper %}
{% step %}
Navigate to excesselite.com

{% endstep %}

{% step %}
Click "EXCESS LOGIN"

<img src="/files/if28WJw0Z1qGD391FmWU" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Email" field.

<img src="/files/xKLmfanW2KUrgCbtJzzY" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Password" field.

<img src="/files/egCWroZzLtLtmIjZDgVM" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "Remember me" field.

<img src="/files/SuzOIGJoygBpdgNSmUC0" alt="" data-size="original">
{% endstep %}

{% step %}
Click the "log in" button.

<img src="/files/YJ9LKnm6BjlY102TgImF" alt="" data-size="original">
{% endstep %}

{% step %}
We are now looking at our home page for our Excess Elite Lead and Database System.

<img src="/files/z0x2wgQu3k2RqRD0Q16i" alt="" data-size="original">
{% endstep %}

{% step %}
The "New Excess Funds Available Report"

View the full excess funds report by selecting the "View Details" button below in the "States Report" card.

<img src="/files/G0aBfMTDjfhdN5bMCRIF" alt="" data-size="original">
{% endstep %}

{% step %}
Click "VIEW DETAILS"

<img src="/files/kAI19fSlXf5soog7F3sC" alt="" data-size="original">
{% endstep %}

{% step %}
States Report

Weekly update on Excess funds added to database every Monday.

<img src="/files/bqOyK3sGB3Xz1LBfZSbY" alt="" data-size="original">
{% endstep %}

{% step %}
Click "CLOSE"

<img src="/files/geBK75ty7ChkCqSUV7Ed" alt="" data-size="original">
{% endstep %}

{% step %}
Click "VIEW DETAILS"

<img src="/files/Mo8nAAP5lhYIku8PHpeX" alt="" data-size="original">
{% endstep %}

{% step %}
Here you can view your usage In the CRM within the Lead and Database System.

<img src="/files/KKqUr3SoRExlVRm0jzhj" alt="" data-size="original">
{% endstep %}

{% step %}
Click "EXIT"

<img src="/files/I4BDvqPLFyKCxsqbHcHh" alt="" data-size="original">
{% endstep %}

{% step %}
You can use the resource links section to do further research outside of the Lead and Database System.

<img src="/files/86vXNaUcVeT9V3BbvcB8" alt="" data-size="original">
{% endstep %}

{% step %}
The "Favorites" section will hold all of your favorite counties that you favorite throughout the Database for quick access.

<img src="/files/eL9odaEPUgvLSMB9suqs" alt="" data-size="original">
{% endstep %}

{% step %}
Click "VIEW FULL CALENDAR" to view a calendar of auction events.

<img src="/files/pw2xt8u46wTEUho0GL6s" alt="" data-size="original">
{% endstep %}

{% step %}
Here you can keep up with auction events within the Lead and Database System.

<img src="/files/nITEb1jc5fRpcB00HLb1" alt="" data-size="original">
{% endstep %}

{% step %}
Click here to go back "home".

<img src="/files/gj2YUlvhGWTNQDtV2rer" alt="" data-size="original">
{% endstep %}

{% step %}
Click "CRM"

<img src="/files/L61cG1lbrsXiY3gIzTgw" alt="" data-size="original">
{% endstep %}

{% step %}
Click "CRM Login" to log into the CRM

Note: This will take you away from the Lead and Database System.

<img src="/files/zropMRiJWwSXyjCCRdfW" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Resources"

<img src="/files/XjoB30Ng29wVA7XaDSnf" alt="" data-size="original">
{% endstep %}

{% step %}
A list of resources to help guide you in the right direction for what you are looking for depending on where you are at in your claim process.

<img src="/files/HMPXTkViK4YBMApPalBq" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Reports"

<img src="/files/1c6CAxEtbtXWosM2H1lZ" alt="" data-size="original">
{% endstep %}

{% step %}
Click

"Florida Reports" or "Nation Reports"

<img src="/files/9SRzSNBFiXApbOIMsNgR" alt="" data-size="original">
{% endstep %}

{% step %}

###

{% hint style="info" %}
Tip!

Depending on your subscription level you may only have the Florida.

If you'd like to change your subscription please contact: <https://excesselite.com/support>
{% endhint %}

{% endstep %}

{% step %}
Click "Florida Reports"

<img src="/files/WLc1FBYufvupQsY3wPNk" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Florida"

<img src="/files/VsI5XJ8SlEl8XeoWvaji" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Alachua"

<img src="/files/K3vrfmQP9aPZbTrMP8Qx" alt="" data-size="original">
{% endstep %}

{% step %}

###

{% hint style="info" %}
Tip!

You can favorite this county by clicking the "heart" icon on the county's card.

This county can be easily navigated to from the homepage on the favorites section once you favorite it.
{% endhint %}

{% endstep %}

{% step %}
Within every county there will be resource links to do your due diligence for your claim process.

<img src="/files/ePoJVVVPENzEcqPrvLFt" alt="" data-size="original">
{% endstep %}

{% step %}
Depending on the counties statue there will be "Leads Lists" at the bottom of the county page within Excess Elite Lead and Database System to download and export into your CRM.

<img src="/files/JUDzDlqVh13HvSduPF9W" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Attachments" to download the claim form on any county if provided.

<img src="/files/21TYy05qSSbnXcXcrJGq" alt="" data-size="original">
{% endstep %}

{% step %}
Click "RETURN TO FLORIDA"

<img src="/files/chU198xGgDHDBjArmXPY" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Reports"

<img src="/files/InywXHNyjz6PwWozavgR" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Nation Reports"

<img src="/files/v6Wubcc80aT5vxmnYihd" alt="" data-size="original">
{% endstep %}

{% step %}
Within the "Nation Reports" you will find every state in the Nation and their counties to conduct further research.

<img src="/files/tSoRBhHcwPlpYa91LW0w" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Ohio"

<img src="/files/IndPtCseO20QiHszfymS" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Defiance"

<img src="/files/kT7svqaZmkSUx1YoGQxI" alt="" data-size="original">
{% endstep %}

{% step %}
Within every county there will be resource links to do your due diligence for your claim process.

<img src="/files/DEsv9Q7aQFEGBp0ZoNKT" alt="" data-size="original">
{% endstep %}

{% step %}
Depending on the counties statue there will be "Leads Lists" at the bottom of the county page within Excess Elite Lead and Database System to download and export into your CRM.

<img src="/files/UzHpCS1cZWRryruueaYm" alt="" data-size="original">
{% endstep %}

{% step %}
Click "RETURN TO OHIO"

<img src="/files/D4uw45BLJQWePReflg48" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Ashland"

<img src="/files/HsJ3gBAwTLljxLoDQGgS" alt="" data-size="original">
{% endstep %}

{% step %}
Within every county there will be resource links to do your due diligence for your claim process.

<img src="/files/47F1ll2fArAULKohOkCC" alt="" data-size="original">
{% endstep %}

{% step %}
Depending on the counties statue there will be "Leads Lists" at the bottom of the county page within Excess Elite Lead and Database System to download and export into your CRM.

<img src="/files/s7dpTDlje9nygXQq67ss" alt="" data-size="original">
{% endstep %}

{% step %}
Click

"Export List - CRM Format" - to export in the format you'd need to import into the CRM.

<img src="/files/ouJYRwkMr5e7NsxnZxaQ" alt="" data-size="original">
{% endstep %}

{% step %}
Click here to view "Full-Page View" of these leads.

<img src="/files/QFKRKTwyVSqBD18C6l9b" alt="" data-size="original">
{% endstep %}

{% step %}
Click this checkbox to select the lead individually if you are looking to target specific individuals.

<img src="/files/uTxIRL7ZFLcANUhCxWgk" alt="" data-size="original">
{% endstep %}

{% step %}
Click "EXPORT SELECTED LEADS" once you've selected the leads you'd like to export.

<img src="/files/Ni6lad4ahno8BZWTZcEs" alt="" data-size="original">
{% endstep %}

{% step %}
Click "RETURN TO OHIO"

<img src="/files/OFaDhGXppSFQ7y0XUzTY" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Resources"

<img src="/files/2Et4ReD7UUWhBcE9N7E3" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Filing Instructions"

<img src="/files/uuGLgbZhY2vW6degTahV" alt="" data-size="original">
{% endstep %}

{% step %}
"Steps on Filing a Claim" will give you all the resources you need to start to file a claim.

<img src="/files/ADvc6AWwpVnEu2BIMkhR" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Resources"

<img src="/files/dJ35sIEwk8q8jYKMXs3s" alt="" data-size="original">
{% endstep %}

{% step %}
Click "State Attorneys"

<img src="/files/WBrxhmgDEdXwOlRJGQU9" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Checkout Now" to gain access to this attorney list, it's a one time $20 charge and you'll have access to the list forever.

Note: Each state will be a "$20" charge.

<img src="/files/yzdXwhGGXEiy8hMKshyZ" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Resources"

<img src="/files/AUCLkJOXXOAyFbEwy1mv" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Live Q\&A every Wednesday 5pm EST" to join the live Q/A every Wednesday.

<img src="/files/fkC4yRTjvoQzy6KvpAue" alt="" data-size="original">
{% endstep %}

{% step %}
Click "Home"

<img src="/files/AKlqpSAh5nTr3jPJCI9q" alt="" data-size="original">
{% endstep %}

{% step %}
If you find that you have any trouble or feel you'd like to upgrade your account at anytime please reach out to: <https://excesselite.com/support>

<img src="/files/seV6XLh8Cb8Hc5H0FFrX" alt="" data-size="original">
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.excesselite.com/leads-and-database-system-support/lead-and-database-walkthrough.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.