Once you sign up, your onboarding begins immediately. Here’s the full step‑by‑step process so you know exactly what to expect.

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1. You Receive Your Welcome Email + Training Access

Right after signing up, you’ll receive:

- A welcome email

- A login link to your personal training portal

You can start the training right away.

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2. Complete Your NDA (Non‑Disclosure Agreement)

Inside your welcome email, you’ll find the NDA form.

Just:

1. Print it

2. Sign it

3. Take a picture

4. Email it to [email protected]

Your A2P registration cannot begin until this is completed.

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3. Pay‑As‑You‑Go Usage Fees (Important)

Your CRM operates on a pay‑as‑you‑go model for:

- Inbound & outbound calls

- Inbound & outbound SMS text messages

- Inbound & outbound emails

You only pay for what you use, and the current usage rates are always posted on MoneyMakingCRM.com.

Your CRM wallet automatically refills as needed so your outreach never stops.

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4. A2P Registration Setup With Our Team

Once your NDA is received, our team will email you to schedule a phone or Zoom call.

During this call, we will:

- Collect your required business information

- Set up your A2P registration inside your CRM

Approval typically takes 7–14 days.

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5. We Build Your Business Infrastructure

While your A2P is processing, we set up:

- Your business website

- Your custom business logo

- Your CRM tools, automations, and workflows

Your training portal includes:

- Call scripts

- Attorney network list

- VA hiring guide

- ~13 step‑by‑step training videos

- And much more

Just follow the training in order.

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6. Leads Begin Uploading Into Your CRM

Our VA team uploads fresh leads Tuesday–Saturday.

We also activate your automated triggers, which send:

- SMS messages

- Emails

- Follow‑up sequences

These go out daily at 10:00 AM MST, even before you make your first call.

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7. You Go Live With Cold Calling

Once your A2P is approved, you can begin calling.

Your daily workflow:

- Call all Round 1 leads first

- Then complete Round 2 calls for the rest of the day

Your automations continue sending messages before and after every call, and for months afterward, increasing your chances of getting contracts without extra work.

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8. You Start Getting Clients Under Contract

With your CRM, scripts, automations, attorney list, and training, you’re fully equipped to start closing deals.

A surplus funds recovery business helps individuals reclaim money they are legally owed after a foreclosure or tax deed sale. When a property is sold at auction for more than what was owed, the remaining balance — called "surplus funds" — belongs to the former property owner. We help locate these individuals and guide them through the process of recovering those funds.

MoneyMakingCRM provides you with a complete business-in-a-box system: a CRM (Customer Relationship Management) platform to manage your leads and clients, an internal VA (Virtual Assistant) team to handle outreach and follow-up, scripts and training materials, and direct one-on-one support from Benjamin. You focus on building relationships and closing deals — we handle the operational infrastructure.

No prior experience is required. Our system is designed for beginners and experienced entrepreneurs alike. We provide full training, scripts, and ongoing support so you can hit the ground running regardless of your background.

The CRM (Customer Relationship Management) system is the central hub of your surplus funds business. It stores all your leads, tracks communication history, manages follow-ups, and organizes your pipeline from initial contact through to recovered funds. Without a CRM, managing dozens or hundreds of clients simultaneously would be nearly impossible.

The CRM is provided through MoneyMakingCRM. There is a usage fee associated with operating the platform. This fee covers the cost of leads loaded into your account, the internal VA team that performs outreach on your behalf, and ongoing platform maintenance and support.

Your CRM usage fees cover three primary things:

1. Leads — Pre-sourced surplus funds leads loaded directly into your CRM account so you always have people to contact.

2. Internal VA Team — A dedicated virtual assistant team that contacts leads, follows up, and moves prospects through your pipeline.

3. Platform Maintenance — Keeping your CRM running smoothly, updated, and fully supported at all times.

MoneyMakingCRM earns a small commission from the usage fees you pay. This commission helps cover the cost of sourcing and delivering leads to your account, compensating the internal VA team that works your pipeline, and maintaining the platform infrastructure. This transparent model ensures our incentives are aligned with your success — we only grow when you grow.

Weekly costs will vary depending on your activity level and the number of leads being worked. Above is the CRM Usage Rates.

The wallet system is how funds are managed within your MoneyMakingCRM account. Think of it as a prepaid balance that you load into your account, which is then drawn from as services are used — such as lead delivery, VA activity, and platform features.

You can add funds to your wallet through your CRM account dashboard. Accepted payment methods and minimum load amounts will be specified in your onboarding materials. We recommend keeping a healthy balance to ensure uninterrupted service.

If your wallet balance drops below the required threshold, certain automated services (such as VA outreach) may pause until funds are replenished. You will receive notifications as your balance gets low so you can reload before any interruption occurs.

Wallet funds used for services already rendered (leads delivered, VA work completed) are non-refundable. Unused wallet balances may be eligible for refund under certain conditions — please contact support for details specific to your account.

The internal VA (Virtual Assistant) team is a key part of your MoneyMakingCRM system. They handle time-consuming outreach tasks so you can focus on the higher-level work of closing deals and building your business. Specifically, the VA team is responsible for:

● Initial outreach to leads via phone, text, and/or email

● Follow-up communication with prospects who have expressed interest

● Updating lead statuses and notes in your CRM

● Scheduling callbacks or appointments for you when needed

● Filtering and qualifying leads before escalating to you

Communication with your VA team is managed through your CRM platform. You can leave notes, set tasks, and review updates directly within the system. Your onboarding materials will walk you through the VA communication workflow in detail.

The VA team primarily communicates in English. If your business serves Spanish- speaking clients, please discuss bilingual support options with Benjamin during your onboarding.

Yes. You can customize scripts and instructions for your VA team within reason. Any major changes to outreach strategy or scripts should be discussed with Benjamin to ensure compliance and effectiveness.

As the business owner, your responsibilities include:

● Reviewing VA activity and updates in your CRM regularly

● Following up personally with warm leads and interested prospects

● Signing contracts and managing client relationships

● Handling legal and compliance requirements in your state

● Loading and maintaining your wallet balance

● Attending onboarding and ongoing training sessions

● Communicating with Benjamin when issues or questions arise

Not necessarily, especially at the start. The internal VA team handles the majority of outreach. As your business grows, you may choose to bring on additional help, but it is not required to get started.

Yes. While MoneyMakingCRM provides the tools and training to run a surplus funds business, you are responsible for ensuring your business operations comply with all applicable laws and regulations in your state. We strongly recommend consulting with a local attorney familiar with surplus funds recovery before launching.

Client concerns should always be handled professionally and promptly. If you encounter a situation you are unsure how to handle, reach out to Benjamin directly. Do not make promises to clients that are outside the scope of your agreement with MoneyMakingCRM.

Benjamin provides personal, hands-on support to help you succeed in your surplus

funds business. This includes:

● Initial onboarding and setup walkthrough

● Personalized coaching on how to work your pipeline

● Answering questions about the CRM, wallet, and VA team

● Reviewing your progress and providing strategic guidance

● Troubleshooting any issues that arise with your account or leads

● Ongoing check-ins to ensure you are on track to hit your goals

You can reach Benjamin directly using the contact information listed in Section 8 of this document. He will work with you to find a time that fits your schedule.

Benjamin is committed to your success and will provide support as needed, especially during your launch period. As your business scales, the nature of support may shift from intensive onboarding to periodic strategic check-ins. Benjamin will communicate any changes to support availability in advance.

It is completely normal to feel overwhelmed when starting a new business. Reach out to Benjamin immediately — do not wait. The sooner we identify a sticking point, the faster we can resolve it and get you moving forward.

Results vary depending on your market, activity level, and how quickly you follow up with leads. Some business owners close their first deal within a few weeks; others may take a couple of months. Consistency and follow-through are the biggest predictors of success.

Surplus funds opportunities exist in most U.S. states, though the laws and processes vary significantly from state to state. During onboarding, Benjamin will help you assess the opportunity in your target market.

Yes. Many of our business owners start part-time and transition to full-time as their income grows. The VA team handles much of the daily outreach, making part-time operation very feasible.

Expanding into additional markets is absolutely possible and encouraged once you have your first market running smoothly. Talk to Benjamin about your expansion plans so we can set up your CRM and VA resources accordingly.

Yes. MoneyMakingCRM has a growing community of surplus funds business owners. Details on how to access the community will be provided during your onboarding.

MoneyMakingCRM earns a small commission from the usage fees paid by business owners like you. This commission is used to cover the cost of sourcing and delivering leads to your account, compensating the internal VA team that works your pipeline daily, and maintaining the platform so it runs reliably and efficiently. Our business model is built on your success — when you thrive, we thrive.