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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 Locate Next?

Locate Next is an innovative online skip tracing tool specifically tailored for real estate teams, including wholesalers, investors, acquisition groups, and surplus recovery firms. Users can conveniently upload property owner lists in CSV or Excel formats, align the columns from their source files with the necessary search fields, and get a preview of both search results and expected maximum costs before moving forward. After processing, the platform reveals potential contact matches for owners alongside associated LLC filing records, allowing users to evaluate and select contacts before exporting the information. Furthermore, users can download the data while preserving the original columns and record IDs, work with templates designed for various CRM systems, or automate the processing of lists within set financial parameters. Locate Next also offers free tools that help verify CRM CSV files and estimate list costs, streamlining the workflow for real estate teams. This efficient approach empowers users to build comprehensive owner-contact lists for effective outreach and follow-up, while also providing the chance to double-check matched records for accuracy before reaching out. Ultimately, Locate Next significantly improves the prospecting experience and facilitates smarter decision-making for professionals in the real estate sector. Its user-friendly interface and robust features make it an invaluable resource for anyone involved in property acquisition or management.

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

$0.17 per qualifying search
Each qualifying search costs $0.17 and is deducted from a prepaid balance. Top-ups start at $10. Searches with no result, failed searches, or results reused within 30 days are not charged.

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

Locate Next

Company Website

www.locatenext.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Skip Tracing

Not specified

Popular Alternatives

No Alternatives

Popular Alternatives

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