We are a surplus funds consulting firm that assists former property owners and heirs with identifying and requesting unclaimed surplus funds from foreclosure and tax sale transactions. We are not attorneys and do not provide legal advice or legal representation. We offer surplus funds consulting and claim assistance services that include researching publicly available foreclosure and tax sale records, reviewing potential eligibility, and guidance with the preparation of claim documentation. Our approach is transparent, informative, and client‑focused. Our role is to help clients understand the process and make informed decisions. While we are based in Pennsylvania, we deliver consulting support nationwide and adapt our process to align with applicable state and local procedures. 

What Are Foreclosure and Tax Sale Surplus Funds?

When a property is sold at foreclosure or through a tax sale, the sale proceeds are first applied to outstanding loans, taxes, and associated costs.
If the sale amount exceeds what is owed, the remaining balance — commonly referred to as surplus funds — may belong to the former property owner or eligible heirs. Yet, many people are never notified, and/or realize that they may have a legal claim to these excess funds. 

In Pennsylvania and many other states, these funds may remain unclaimed unless a proper request is submitted.

You May Qualify If:

  • A property you owned was sold at foreclosure or tax sale
  • The sale price exceeded the total debt, taxes, and costs
  • You were the former owner or a legal heir
  • You have not received surplus funds

How We Assist?

Our Step‑by‑Step Consulting Process

Step 1: Initial Record Review
We review publicly available foreclosure and tax sale records to determine whether surplus funds may exist.

Step 2: Eligibility Consideration
We assist with reviewing ownership or heir documentation to determine whether a request for surplus funds may be appropriate.

Step 3: Documentation Assistance
We help prepare the documentation typically required by the relevant court, county, or agency.

Step 4: Funds Distribution
If a request is approved, funds are distributed by the appropriate authority. Our fee is collected only after successful recovery.

Why Clients Choose Our Consulting Services

 

    • No upfront fees—get started without any financial commitment
    • Easy-to-follow, step-by-step support at every stage
    • Comprehensive help with all documentation and filings
    • Expert handling with utmost professionalism and confidentiality
    • You only pay if we successfully recover on your behalf

 

Important Information

 

  • Time limits for surplus fund requests vary by jurisdiction.
  • Requirements differ by location.
  • Eligibility depends on ownership, lien priority, and law.

 

Request a Free Surplus Funds Review

We are not a law firm or a government agency. We do not provide legal advice or legal representation. Services are limited to surplus funds consulting, research, and claim preparation assistance related to foreclosure and tax sale transactions. Availability and requirements vary by jurisdiction.