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What is Surplus Funds?

Surplus Funds is an innovative CRM and lead research tool hosted in the cloud, specifically tailored for experts involved in recovering surplus funds from tax sales, foreclosure auctions, and mortgage overages. This platform boasts a diverse array of functionalities, such as case management, tracking contact information, overseeing recovery processes, managing tasks, and handling documents, in addition to offering skip-traced claimant data, property assessments, a power dialer, SMS, email marketing, direct mail letter capabilities, and electronic signature options. Moreover, its Ivy AI assistant can generate correspondence for claimants and prepare necessary claim documents, while also summarizing case records for easier review. Users can choose to work with their own leads or access curated lead data from selected states or nationally, with the nationwide plans covering 47 states in total. The web application is further complemented by specialized apps for both iOS and Android, and it integrates smoothly with Gmail and Outlook for managing email communications related to cases. This service is particularly beneficial for independent recovery agents, smaller teams, and larger firms aiming to enhance their operational efficiency. Although the surplus amounts shown are estimates, it is essential for users to confirm these figures with the corresponding county or court to ensure precision. Ultimately, Surplus Funds delivers a robust solution that equips recovery professionals with the tools necessary to optimize their workflow and achieve greater success in their endeavors. In a competitive landscape, having such a comprehensive platform can significantly impact the overall effectiveness of recovery efforts.

What is EquipNet ARMS?

Corporate clients can significantly boost their organizational visibility by utilizing EquipNet's innovative Asset Redeployment Management System. This secure, online platform, referred to as ARMSâ„¢, enables clients to efficiently discover, list, track, redeploy, and sell surplus or underused equipment. Custom-designed to cater to the specific needs of each organization, ARMSâ„¢ ensures optimal efficiency in asset handling. With this advanced system, businesses obtain greater oversight of surplus equipment that might otherwise be hidden in warehouses, back rooms, or various storage locations. Identifying redeployment opportunities allows companies to avoid unnecessary purchases and better align with their capacity demands, ultimately fostering more effective asset management and resource optimization. Consequently, clients can not only streamline their operations but also enhance productivity across their entire organization, leading to improved financial performance and sustainability.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook

Integrations Supported

API Availability

API Availability

Pricing Information

$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

EquipNet

Date Founded

1999

Company Location

United States

Company Website

www.equipnet.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Asset Tracking

Activity Tracking
Inventory Management
Location Tracking
Service History

Popular Alternatives

No Alternatives

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