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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 OPTIFLEET?

The procedure entails the automated creation of port rotations, the establishment of liner services, and the assignment of appropriately sized vessels to improve service efficiency. Furthermore, it encompasses the meticulous selection of cargo at ports to guarantee the highest contribution to profitability, optimizing how vessels are utilized, and developing effective schedules for those vessels. The main aim of the Optimizer is to maximize the profitability of voyages, which is accomplished by selecting the right port pair, type of equipment, and weight from a predefined list of port pairs. By sticking to the established constraints for TEUs and weight limits, the Optimizer ensures that it meets customer contract obligations. It strategically emphasizes the use of vessel capacity in TEUs over weight, addressing imbalances in the distribution of empty containers by moving them from locations with excess to those experiencing shortages, all while reducing repositioning expenses. Additionally, the system seeks not only to improve profitability but also to enhance overall operational efficiency throughout the shipping process, thereby contributing to a more streamlined logistics operation. Through these efforts, it ultimately aims to create a more sustainable and effective shipping network.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook

Integrations Supported

Descartes Fleet Performance Management

API Availability

API Availability

Has API

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

Solverminds

Date Founded

2003

Company Location

India

Company Website

www.lineroptimizer.com/optifleet

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Fleet Management

Not specified

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ELANE GLOBAL PTE. LTD.