Lead and Database Walkthrough
Last updated
Was this helpful?
Last updated
Was this helpful?
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.
Navigate to excesselite.com
Click "EXCESS LOGIN"
Click the "Email" field.
Click the "Password" field.
Click the "Remember me" field.
Click the "log in" button.
We are now looking at our home page for our Excess Elite Lead and Database System.
The "New Excess Funds Available Report"
View the full excess funds report by selecting the "View Details" button below in the "States Report" card.
Click "VIEW DETAILS"
States Report
Weekly update on Excess funds added to database every Monday.
Click "CLOSE"
Click "VIEW DETAILS"
Here you can view your usage In the CRM within the Lead and Database System.
Click "EXIT"
You can use the resource links section to do further research outside of the Lead and Database System.
The "Favorites" section will hold all of your favorite counties that you favorite throughout the Database for quick access.
Click "VIEW FULL CALENDAR" to view a calendar of auction events.
Here you can keep up with auction events within the Lead and Database System.
Click here to go back "home".
Click "CRM"
Click "CRM Login" to log into the CRM
Note: This will take you away from the Lead and Database System.
Click "Resources"
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.
Click "Reports"
Click
"Florida Reports" or "Nation Reports"
Click "Florida Reports"
Click "Florida"
Click "Alachua"
Within every county there will be resource links to do your due diligence for your claim process.
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.
Click "Attachments" to download the claim form on any county if provided.
Click "RETURN TO FLORIDA"
Click "Reports"
Click "Nation Reports"
Within the "Nation Reports" you will find every state in the Nation and their counties to conduct further research.
Click "Ohio"
Click "Defiance"
Within every county there will be resource links to do your due diligence for your claim process.
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.
Click "RETURN TO OHIO"
Click "Ashland"
Within every county there will be resource links to do your due diligence for your claim process.
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.
Click
"Export List - CRM Format" - to export in the format you'd need to import into the CRM.
Click here to view "Full-Page View" of these leads.
Click this checkbox to select the lead individually if you are looking to target specific individuals.
Click "EXPORT SELECTED LEADS" once you've selected the leads you'd like to export.
Click "RETURN TO OHIO"
Click "Resources"
Click "Filing Instructions"
"Steps on Filing a Claim" will give you all the resources you need to start to file a claim.
Click "Resources"
Click "State Attorneys"
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.
Click "Resources"
Click "Live Q&A every Wednesday 5pm EST" to join the live Q/A every Wednesday.
Click "Home"
If you find that you have any trouble or feel you'd like to upgrade your account at anytime please reach out to:
