Verified Surplus Cases
Potential surplus cases researched in available official sources. Each delivery includes the reported surplus amount, property and sale details, recorded owner, source link, research date and status notes.
Request Support ↗B2B LEAD RESEARCH FOR RECOVERY COMPANIES
Tax surplus opportunities researched, qualified and ready for your team.
TaxPilot REI helps tax surplus recovery companies find potential opportunities in public records, verify available case information, research former owners and receive organized, CRM-ready leads. Your team handles claimant outreach, contracts and the recovery process.
Built for recovery companiesPublic-record researchClear qualification levelsCRM-ready delivery
RESEARCH DESKOpportunity Review
ACTIVECASE RESEARCHSource-backed
REPORTED SURPLUSVerified at source
✓ Public record located✓ Ownership researched✓ Contact data organized
QUALITY CHECKDocumented
DELIVERYCRM Ready
THREE CLEAR SERVICES
Choose the research level your team needs.
Start with verified case information, add owner contact research, or request ongoing support for specific markets and volumes.
Qualified Owner Leads
A verified case plus public-record owner research, possible current address, available phone and email data, cross-check notes, complexity flags and CRM-ready organization for your outreach team.
Custom Research Support
Flexible research by case, weekly batch, county, state or monthly workload. Scope, qualification criteria, required fields, volume and delivery format are tailored to your operation.
HOW IT WORKS
From your buy box to a usable research pipeline.
We agree on what qualifies before the work begins. Every record is organized so your recovery team can review it efficiently.
You define the target
Choose the states, counties, minimum surplus, volume, exclusions and required research level.
I research the opportunity
I review available official sources and document the case, owner and status information included in your scope.
I qualify and organize it
Data is cross-checked, dated, standardized and flagged when a case requires additional investigation.
Your team receives the lead
You receive a spreadsheet or CRM-ready file for final review, claimant outreach and recovery management.
WHAT YOU RECEIVE
A documented research file—not just a name on a list.
Fields depend on the service level and your agreed scope.
- Official source link and research date
- Reported surplus and case status
- Parcel, property and sale information
- Recorded former-owner information
- Available contact data and research notes
- Complexity flags and CRM-ready formatting
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YOUR RESEARCH PARTNER
Built to support the team behind the claim.
TaxPilot REI is a B2B research service for tax surplus recovery companies. I identify potential opportunities in public records, document available case information and prepare organized leads for your team. I do not contact or represent claimants, prepare recovery agreements, file claims or receive recovered funds.
Yaridia LomelíFounder & Tax Surplus Lead Research Specialist
FLEXIBLE ENGAGEMENTS
Purchase the research your current workflow requires.
01Individual CasesResearch support for selected surplus opportunities.
02Weekly BatchesA consistent delivery schedule based on your criteria.
03County or State ProjectsMarket-specific research for expansion or testing.
04Monthly Research SupportOngoing virtual research capacity for your team.
REQUEST RESEARCH SUPPORT
Tell me what a qualified lead means to your company.
Share your target markets, minimum surplus, desired research level and estimated volume. I will respond with a recommended scope, delivery schedule and pricing.
leads@taxpilotrei.comServing tax surplus recovery professionals across the United States.Research Services InquiryComplete the form and your inquiry will be sent securely to TaxPilot REI.
Your information will be submitted directly through HubSpot.
TaxPilot REI is an independent B2B public-record research service. We are not a government agency, law firm, title company, escrow company, claims administrator or recovery firm, and we do not provide legal advice. A “verified case” means the listed information was checked against the cited source as of the research date; it does not guarantee current fund availability, entitlement, claimant identity, contact accuracy, claim approval, recovery or financial results. The client is responsible for final verification, claimant outreach, contracts, claims, licensing and legal compliance.