Surplus Funds vs. DirectMail2.0

DirectMail2.0

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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 DirectMail2.0?

DirectMail2.0 enhances omnichannel effectiveness by combining cutting-edge mailing technology with instantaneous reporting and digital elements, resulting in a response increase of 25-50%. Our comprehensive omnichannel platform consists of 15 features, all overseen from a unified dashboard that provides live updates on campaign performance, encompassing both online and offline activities. This integration ensures that marketers can make informed decisions promptly.

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Integrations Supported

Gmail

Microsoft Outlook

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Integrations Supported

Facebook Ads

Google Ads

Meta Ads

Tarevo

Twilio

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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

$199/mo

Silver, Gold and Platinum licenses from $199 up to $499 per month. Does NOT include transaction fees per piece of mail sent. Price is dependent on license level, number of pieces mailed and services added to campaign.

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