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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 PropStream?

Boost your lead generation efforts, increase appointment bookings, and close more sales with less hassle by refining your investment strategy through the creation of highly customized property listings. Utilize versatile marketing tools that align with your specific needs to reach your ideal audience. Uncover potential clients even before they recognize their interest in the real estate market. With access to a vast selection of properties, identify the best sectors for growing your business by leveraging over 100 criteria to create targeted prospect lists. Discover properties that meet your market demands through detailed searches tailored to your exact specifications. Connect with motivated property sellers using advanced filtering techniques and effective lead identification strategies. Address real-world challenges with a robust data software and analytics platform that provides comprehensive market insights. Visualize client locations and assess your market efficiently, while benefiting from the latest and most reliable data pulled from MLS sales and county records for quick comparative analysis. This dynamic approach not only simplifies your operations but also equips you with the knowledge to make well-informed, strategic choices, ultimately enhancing your overall success in the property market. As you adapt to evolving market conditions, you'll be better positioned to capitalize on new opportunities as they arise.

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

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Excess Quest

Date Founded

2019

Company Location

United States

Company Website

surplusfundslist.com

Company Facts

Organization Name

PropStream

Company Location

United States

Company Website

www.propstream.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Property Intelligence

Not specified

Real Estate CRM

Not specified

Real Estate Data

Not specified

Skip Tracing

Not specified

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