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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 SettlementDriver?

SettlementDriver is an innovative digital platform designed for online dispute resolution (ODR) that aims to streamline and automate the settlement process for bodily injury claims, particularly in the insurance industry. Utilizing advanced artificial intelligence, it evaluates medical documents, assesses damages, and formulates settlement proposals, all with the intention of accelerating the claims process and minimizing administrative costs. The platform features automated document management, secure communication channels, and seamless integration with existing claims management systems, which facilitates a more efficient workflow for insurance adjusters and legal professionals. By leveraging cutting-edge technology, SettlementDriver seeks to enhance both the effectiveness and accuracy of settlement negotiations, ultimately benefiting insurers and claimants alike. Furthermore, its focus on expediting the resolution of disputes can significantly boost overall satisfaction for everyone involved in the process, fostering a more positive experience for all stakeholders. As the platform evolves, it may also introduce additional functionalities to better address the needs of its users.

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
Free Trial Offered?

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

SettlementDriver

Date Founded

2023

Company Location

United States

Company Website

www.settlementdriver.com

Categories and Features

CRM

Not specified

Real Estate CRM

Not specified

Categories and Features

Mediation

Not specified

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No Alternatives

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