Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • InfoFlo Reviews & Ratings
    196 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,126 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    12,537 Ratings
    Company Website
  • DoctorConnect Reviews & Ratings
    85 Ratings
    Company Website
  • BidJS Reviews & Ratings
    37 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Act! Reviews & Ratings
    555 Ratings
    Company Website
  • Rent Manager Reviews & Ratings
    1,058 Ratings
    Company Website
  • TraceEngine Reviews & Ratings
    1 Rating
    Company Website

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 Benchmark?

Benchmark is an adaptable Court Case Management System designed to enable judges and court staff to manage all aspects of the judicial process from a single platform. By harnessing the full potential of Benchmark, your court can significantly improve operational efficiency, resulting in faster and more effective workflows than previously achievable. Its ability to seamlessly integrate with nearly any pre-existing system while safeguarding critical case data makes it an invaluable tool for state, county, and municipal courts alike. Clerks enjoy extensive access to an electronic court docket, allowing for real-time updates to case details and the capability to print necessary documents on demand within the courtroom environment. Furthermore, Benchmark Web provides the public with limited access to their case information from the comfort of their homes, which helps reduce congestion in the courthouse. The system also allows multiple cases to be accessed simultaneously, thus removing the dependence on physical paperwork when retrieving files and documents. This optimization of processes not only boosts productivity but also enhances transparency and accessibility for all participants involved in the judicial system. Consequently, Benchmark stands as a transformative solution that modernizes court operations and improves the overall experience for both staff and the public.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook

Integrations Supported

Central Sales Assistant
Morphic
Quickwork
Upper
vfat.tools

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

$5000 per year

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

Pioneer Technology Group

Date Founded

2005

Company Location

United States

Company Website

www.ptghome.com/benchmark/

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Court Management

Administrative Hearings
Appeal Boards
Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management
Document Imaging
Fines Management
Jury Management
Subpoena Tracking
Warrant Tracking

Popular Alternatives

No Alternatives

Popular Alternatives

CourtRoom Program Reviews & Ratings

CourtRoom Program

Service Education
CourtFileNow Reviews & Ratings

CourtFileNow

Cenifax Courts
Jayhawk Court Software Reviews & Ratings

Jayhawk Court Software

Jayhawk Software