Generate Passive Revenue While Delivering Client Value
Leverage your foreclosure and bankruptcy client relationships to unlock unclaimed surplus fund recoveries -- earning you a 10% referral fee on every successful recovery without ethical conflicts or upfront capital.
A professionally vetted, ethically compliant revenue stream that strengthens client relationships while eliminating conflict-of-interest exposure.
Under most state bar regulations, attorneys cannot simultaneously represent lenders and pursue surplus claims. We assume the recovery role entirely, insulating you from ethical liability while preserving the client benefit.
Receive 10% of gross recovered surplus funds. With recoveries ranging from $8,000 to $85,000, your referral fee per matter typically yields $800-$8,500 with zero billable hour investment.
We conduct all title research, statutory compliance verification, claim preparation, and state agency liaison. Your sole obligation: provide former client contact information and property details.
Position yourself as a trusted advocate who continues to deliver value post-representation. Former clients appreciate attorneys who facilitate recovery opportunities they otherwise would never discover.
Average 10-15 minutes per referral submission. No ongoing case management, no court appearances, no discovery obligations. Simply submit client details and await distribution confirmation.
Referral fees for non-legal services are permissible under Model Rule 7.2(b)(4) and corresponding state provisions. We provide complete documentation for your compliance records and ethics opinion reference.
Three steps from referral to revenue. We handle everything in between.
Upon identifying a former client with foreclosure history, you submit basic identifying information via our secure attorney portal: client name, foreclosed property address, last known contact details, and approximate foreclosure date. No legal work product or privileged information required.
Our recovery specialists conduct comprehensive title research and surplus verification within 5 business days. Upon confirming surplus eligibility, we contact the former homeowner directly, execute a contingency fee agreement (copy provided to you), and commence the statutory claim process.
We advance all filing fees, research costs, and administrative expenses. Upon successful fund recovery from the state holding entity (typically 8-16 weeks), client proceeds are distributed per our contingency agreement. Your 10% referral fee is remitted within 10 business days via wire transfer or check, accompanied by detailed accounting documentation.
I initially questioned the ethical propriety and practical viability of this arrangement. After consulting my firm's ethics counsel and observing the first two recoveries -- totaling $97,000 for former clients who would have otherwise forfeited those funds -- I became convinced this is a legitimate and valuable service. My referral fees exceeded $9,700 for approximately 45 minutes of administrative effort.

Three of my former bankruptcy clients had surplus funds sitting with the state that none of us knew about. The recovery team identified the funds, handled everything, and my clients received checks within 12 weeks. The referral income is a bonus, but the real value is keeping my former clients happy and getting word-of-mouth referrals back.

As a real estate attorney, I was skeptical at first. But after the free trial showed real results -- $34,000 recovered for a former client -- I signed the partnership agreement immediately. I have submitted seven referrals so far and four have confirmed surplus funds. This is the easiest revenue stream I have ever added to my practice.

Everything you need to know about the partnership program.
Submit your inquiry below. Our partnership team will contact you within 48 hours to schedule a confidential consultation.
Thank you for your interest. Our partnership team will contact you within 48 hours to schedule a confidential consultation and provide comprehensive program documentation.
We offer two free test case recoveries to demonstrate system efficacy before you commit to the partnership agreement. No financial exposure. No contractual obligation. Simply observable results.
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