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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 Nationwide Compliant?

Nationwide Compliant offers a comprehensive lease compliance management system designed specifically for property managers to ensure that lease agreements are upheld in their communities. Serving over 3.5 million rental units, the platform has tackled more than 1.1 million lease compliance issues, boasting an impressive 65.5% resolution rate, which has helped residents stay in their homes and prevented over $1 billion in costs associated with lease violations. Key features include affordable solutions through fair pricing models, prepayment options for legal fees, and continuous training and support at no additional charge. The system enhances the legal process by allowing users to start and manage the eviction process online, collaborating seamlessly with their preferred service providers, all within a single interface that accommodates various state and county laws. Additionally, it simplifies the collections process by facilitating electronic submission of accounts to designated service providers. The platform also integrates effortlessly with numerous property management systems, ensuring a smooth and effective workflow for property managers. Overall, Nationwide Compliant stands out as a vital resource for property management professionals aiming to maintain lease integrity and enhance operational efficiency.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook

Integrations Supported

Microsoft Excel
One Mortgage System (OMS)

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

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

Nationwide Compliant

Date Founded

2010

Company Location

United States

Company Website

nationwidecompliant.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Eviction Management

Not specified

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No Alternatives

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