Surplus Funds Client & Relative Template

This template should be used exclusively if your leads are accompanied by phone numbers.

In case phone numbers are unavailable, you may refer to the Skiptracing Import Template.

Please note that the skip tracing template can be found at the following link: https://help.surplussystems.io/en/articles/220-skip-tracing-import-template.

Client Import Template

Relative Import Template

Please note the following:

1. The business name column. Kindly add the foreclosed property address to the record as well.

2. Please indicate whether the phone type is either Landline or Wireless.

3. When selecting the Type of Contact, choose between Relative, Client, or Associate.

4. Lastly, ensure that you include the name of the person who owed the funds under the Client Name.