⚡ Command Center
National surplus recovery operations, intelligence and automation.
National Surplus Index™
USA map, states, counties and surplus intelligence.
County Command Center™
County Vault, forms, links, imports, leads and AI scoring.
Smart Documents™
Upload PDFs and auto-fill claim documents. Upload your own docs.
E-Signature Center™
Send contracts by WhatsApp/email and track signatures.
WhatsApp Automation
Automated bilingual client communication and reminders.
Simonis.AI™
AI analysis, scripts, recovery probability and county intelligence.
Dialer / Calls
Call leads, log results and create WhatsApp follow-ups.
National Heir Finder™
Heir tree, probate path and claimant verification.
Compliance Center™
Consent logs, audit trail, TCPA/WhatsApp compliance.
Commission Center™
Projected commission, net recovery and revenue forecast.
NATIONAL SURPLUS INDEX™
Real-time nationwide surplus intelligence network.
Top States by Surplus
| Rank | State | Total Surplus | Trend |
|---|
Recent Top Counties
| County | State | Total Surplus | Cases | Recovered | Last Import |
|---|
⏱️ Surplus Live Clock™
USDebtClock-style surplus counters for national recovery intelligence.
Admin Data Controls
These counters can later connect to county imports, APIs, scraping jobs, or manual admin updates.
📁 Cases
Compact case management with flexible screen density controls.
| Case | Owner | County | State | Surplus | Status | Score | Action |
|---|
👥 Contacts
Owners, heirs, relatives, attorneys, trustees and associates.
| Name | Type | Phone | Linked Case | Status | |
|---|---|---|---|---|---|
| Laura A Hontgas Trust | Trust | Pending | laurahon@yahoo.com | DeKalb GA | High Value |
| Charles Lawrence Hilbers Jr | Owner | Research | Pending | 296748 | Signed Mail |
📄 Smart Documents™
Upload PDFs, auto-fill claim documents, and upload your own templates for each county or company.
Auto-Fill Claim Document Engine
Upload Your Own Documents
📤 Upload Template
Upload your own Recovery Agreement, POA, Affidavit, County Claim Form, W-9, or Notary Packet.
Template Library
Recovery Agreement
Main client agreement with commission terms.
Power of Attorney
POA template for county filing package.
County Claim Form
County-specific form stored inside County Vault.
Affidavit / Heirship
Estate, probate and heir verification package.
W-9 / Tax Packet
Tax and payment related client forms.
Custom Upload
Your own company document templates.
🖊️ E-Signature Center™
Upload your documents, auto-fill them, send by WhatsApp/email and track signatures.
Prepare Document
Signature Tracking
| Document | Status | Sent | Opened | Signed |
|---|---|---|---|---|
| Recovery Agreement | Sent | Today | No | No |
🔗 Public Lead Portal + Claim Center
Public search intake connected to National Surplus Claim Center™.
Public Lead Portal
National Surplus Claim Center™
Client portal: email login, password, OTP code, case timeline, document upload, WhatsApp, notary link and payment status.
📞 Dialer / Calls Center™
Make calls from the CRM, track attempts, scripts and follow-up tasks.
Call Workspace
Call Script
🕵️ Intelligence Search Center™
Free and freemium tools for people search, property, probate, LLC and validation.
🧠 SIMONIS.AI™
“El Que Escucha” — surplus recovery AI assistant.
AI Assistant
AI Branding
🏛️ Auto County Monitor™ Pro
National County Vault™, claim form library, county links, imports and lead database.
Florida County Intelligence
67 counties loaded. Links are placeholders until verified in WordPress.
COUNTY COMMAND CENTER™ Power Suite
Ten integrated tools for each county: forms, links, leads, imports, AI scoring, documents, e-sign, WhatsApp, dialer and compliance.
County Link Vault™
Clerk, Tax Deed, Recorder, Property Appraiser, Tax Collector and auction portals.
Claim Form Library™
Upload and store claim forms, POA, affidavits and county packets.
Lead Database™
All leads for selected county with owner, parcel, amount, score and status.
Smart Import Engine™
Import county PDFs, CSVs, auction results and surplus lists.
AI County Score™
Recovery probability, difficulty, contact probability and priority score.
Smart Docs Auto-Fill™
Generate county claim packages using your templates and lead data.
E-Sign Dispatch™
Send contracts and claim packages by WhatsApp/email for signature.
WhatsApp Sequences™
County-specific scripts, reminders and client follow-up automations.
Dialer Queue™
Call high-priority leads and log results directly to the county file.
Compliance File™
Track consent, audit trail, filings, deadlines and county requirements.
County Grid
Select a County
County Links
County Claim Form Library™
📄 Upload Claim Form PDF
Upload county claim form, POA, affidavit, W-9, or instruction packet.
Form Fields to Map
County Lead Database
| Owner | Surplus | Case # | Parcel | Sale Date | Address | Score | Status | Action |
|---|
Smart County Import Engine™
⬆️ Drop County List Here
PDF, Excel, CSV, Tax Deed, Foreclosure, Probate, or Surplus Report.
Import Actions
County Verification Log
🧠 AI County Score™
📑 Smart Docs Auto-Fill™
Upload Your County Template
Upload claim form or your own agreement and map fields.
Auto-Fill Fields
🖊️ E-Sign Dispatch™
💬 WhatsApp Sequences™
📞 Dialer Queue™
| Lead | Phone | Score | Attempt | Action |
|---|---|---|---|---|
| Anthony Young | Pending Skip Trace | 91 | 0 | |
| Larry Hill | Pending Skip Trace | 87 | 1 |
🛡️ Compliance File™
🌳 National Heir Finder™
Estate, probate and heir tree workspace.
Heir Tree
Deceased Owner → Spouse → Children → Siblings → Executor → Attorney → Trustee
🛡️ Compliance Center™
Consent logs, TCPA, WhatsApp consent, audit trail and disclaimers.
💰 Commission Center™
Projected commission, costs, attorney fee, net profit and paid status.
🏆 Agent Leaderboard™
Caller, closer, researcher and company performance.
| Agent | Calls | WhatsApps | Contracts | Signed | Paid Cases | Revenue |
|---|---|---|---|---|---|---|
| Agent One | 1,240 | 980 | 82 | 31 | 6 | $184,000 |
| Agent Two | 900 | 740 | 61 | 22 | 4 | $121,000 |
⚙️ Settings Engine™
Change logos, branding, layouts, companies, WhatsApp, portal, AI and white-label settings.
Branding
Layout & Screen Size
🕵️ Intelligence Search Center™
Public Records OSINT Desk™ for surplus recovery, heir discovery and contact verification.
Full Intelligence Search
Enter a person, company, phone, email or address. The system prepares legal public-record searches across people search, Google, property records, probate, business records, obituaries and social networks.
Simonis.AI Match Summary
Ready for Search
Enter name and location to generate public-record search links and AI research checklist.
People Search Launchers
Google / Web Intelligence Queries
Property, County & Public Records
Heir Discovery / Obituaries / Probate
Business, LLC, Trust & Corporate Records
Social Media Search
Research Notes & Verification Checklist
Verification Checklist
💬 WhatsApp Automation
SIMONIS WhatsApp Agent™ — automated bilingual client communication, contracts, notary links and compliance logs.
WhatsApp Automation Center™
Professional client messaging, contract dispatch, online notary reminders, timeline visibility, and compliance controls for surplus funds recovery workflows.
WhatsApp Inbox
Search by client name, phone, case number, or county.
Select a conversation
Client profile and message history will appear here.
Automated Conversation Builder
Editable flow starters for surplus recovery operations.
Message Template Library
Bilingual English and Spanish templates. Replace variables before sending.
Contract Dispatch
Send Recovery Agreement, POA, and Claim Form by WhatsApp, email, portal, or e-sign link.
| Client | Phone | Case | County | Surplus | Package | Status | Actions |
|---|
Automation Timeline
Lead, message, contract, notary, county filing, and payment milestones.
Online Notary Scheduler
Send an online notarization appointment link by WhatsApp.
Compliance Center
Consent, opt-in, message logs, human review, and do-not-contact controls.
Client authorized WhatsApp communication.
Route sensitive or escalated messages to staff.
Stop all automated outreach for this client.
Message Log
Audit trail for WhatsApp automation activity.
SIMONIS WhatsApp Agent™
Conversation intelligence for next actions, summaries, translation, and escalation.
Agent Draft Workspace
Editable draft message before dispatch.
📣 Marketing Intelligence™
Social media, ads, SIMONIS RADIO™, content engine, lead attribution, virality scoring and live lead wall.
Marketing Intelligence Command Center™
Premium marketing control for social media campaigns, ads, radio, content creation, lead attribution, video intelligence, live lead events, and ROI analytics.
Social Media Command Center™
Track platform reach, DMs, generated leads, CPL, conversion rate, and ROI.
AI Content Engine™
Generate TikTok, Reels, Shorts, Facebook posts, Google ads, radio spots, podcast scripts, and WhatsApp follow-up copy.
Generated Copy
Editable output for campaigns, video scripts, captions, radio, podcast, ads, and WhatsApp follow-up.
SIMONIS RADIO™
Radio station control center for live broadcast, commercials, listener analytics, and bilingual surplus education segments.
Alternate English and Spanish commercial reads.
Radio Programming
Playlist manager, listener analytics, surplus education, county alerts, and testimonials.
Playlist Manager
Morning surplus education, Miami-Dade county alert, testimonial segment, bilingual CTA spot.
Listener Analytics
Segment Queue
Surplus education segment · County surplus alert segment · Testimonial segment
National Campaign Radar™
USA heatmap dashboard with placeholder state/county performance data.
Video Lead Intelligence™
Track comments, likes, shares, DMs, clicked links, watch depth, leads, WhatsApp starts, contracts, and ROI.
| Video Title | Platform | Views | Engagement | Leads | Contracts | ROI | Status |
|---|
Content Vault™
Store video scripts, radio scripts, ad copy, captions, hashtags, thumbnails, landing page copy, email templates, and WhatsApp templates.
Lead Attribution Engine™
Track every lead source from ads, organic content, radio, podcast, referrals, and WhatsApp campaigns.
| Lead Name | Source | Campaign | County | Surplus Amount | Date | Status | Revenue | ROI | Action |
|---|
AI Virality Score™
Score hook strength, emotional impact, clarity, CTA, local relevance, trust, viral potential, and posting time.
Recommendation
Campaign timing and creative guidance.
Live Lead Wall™
Animated live feed for lead, WhatsApp, contract, radio, video, ad, and county campaign events.
Event Types
Use these events to trigger CRM automations and staff notifications.