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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 Mass Torts 360?

The term "mass torts" reflects the vast scale of these legal actions, which can involve thousands or potentially hundreds of thousands of individuals, a complex array of data, and multiple phases that extend from the initial intake to the ultimate resolution. Effectively managing litigation at this scale requires a powerful platform capable of organizing, analyzing, and overseeing large volumes of claimant information. SimplyConvert’s Mass Torts 360™, developed by a mass tort attorney for other attorneys in the field, utilizes cutting-edge technology to streamline the litigation workflow and tackle the typical difficulties encountered in mass tort cases. Whether coordinating a large multidistrict litigation (MDL) or managing fewer cases, our all-encompassing solution is tailored to guide you through each stage of the litigation process. This revolutionary tool enables law firms to categorize and rank cases based on various criteria, including type of injury, date of the case, age of the claimant, or sources of referral, with real-time modifications available through a user-friendly dashboard interface. As a result, attorneys are empowered to refine their case management techniques and enhance their overall results effectively. In the competitive landscape of mass torts, access to such sophisticated tools can greatly alleviate stress and boost productivity, ensuring that legal teams can focus on achieving the best outcomes for their clients. Ultimately, the integration of advanced technology in mass tort litigation marks a significant evolution in how these cases are managed and resolved.

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

$250 minimum monthly fee

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
Online Training
On-Site Training

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

SimplyConvert LLC

Date Founded

2020

Company Location

United States

Company Website

simplyconvert.com/mass-torts-360

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Personal Injury Law

Not specified

Popular Alternatives

No Alternatives

Popular Alternatives

SimplyConvert Reviews & Ratings

SimplyConvert

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