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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 CourtAlert?

CourtAlert is an enterprise-grade legal monitoring, litigation intelligence, and case management platform designed to help legal professionals track, manage, and analyze court activity across state and federal jurisdictions. Widely used by major law firms and corporate legal departments, the platform provides centralized access to court records, litigation updates, docket activity, and legal research tools that support efficient case oversight and informed decision-making. CourtAlert continuously collects and processes court data from multiple electronic sources, delivering frequently updated information through an intuitive web interface and automated notification system. Its industry-leading Case Monitoring service provides detailed alerts for filings, court orders, scheduling changes, motions, judgments, and other significant legal events, helping users stay informed of developments as they occur. The platform’s PACER monitoring capabilities allow organizations to track federal litigation activity nationwide while maintaining efficiency and anonymity. CourtAlert Case Management further extends functionality by offering comprehensive litigation workflow management, including docket tracking, calendaring, document storage, deadline monitoring, reporting, attorney reminders, and collaboration tools. Business Development services enable proactive identification of new litigation involving targeted organizations or individuals, while ECF Assurance® helps reduce risk by identifying missing or updated federal court dockets that may not have been received through traditional channels. Combined with legal research resources, local rule updates, and practice management information, CourtAlert provides legal teams with a centralized platform for litigation monitoring, operational management, risk mitigation, and legal intelligence.

Media

Media

No images available

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

$250/month

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

CourtAlert

Date Founded

1999

Company Location

United States

Company Website

www.courtalert.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Court Management

Not specified

Docketing

Not specified

Litigation Management

Not specified

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