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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 CourtFileNow?

CourtFileNow is a comprehensive and integrated online eFiling solution designed specifically for courts, clerks, and legal professionals. Developed by Cenifax Courtsâ„¢, this platform effectively links all facets of case management with necessary court documentation. It allows for real-time updates to case management systems, facilitating counties to function in a nearly paperless environment while removing unnecessary tasks. With a user-friendly design and built-in flexibility, CourtFileNow successfully adapts to diverse workflow and procedural requirements. Emphasizing high performance, strong security, and consistent reliability, the system is also cloud-based, which not only reduces costs but guarantees an impressive uptime of 99.99%. Attorneys pay a single appearance fee per case, ensuring that counties face no financial burden for system licensing or continuous support and maintenance. Counties have the ability to customize the system to align precisely with their operational processes instead of being restricted to a standard workflow, significantly improving overall efficiency and user satisfaction. This level of customization reinforces the importance of CourtFileNow as an essential tool for all participants in the judicial system, fostering a streamlined and effective legal environment.

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

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

Cenifax Courts

Company Location

United States

Company Website

courtfilenow.net

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Court Management

Calendar Management
Case History
Collections Management
Court Cost Records
Defendant Records
Docket Management

E-Filing

Not specified

Popular Alternatives

No Alternatives

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Benchmark

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