Surplus FundsExcess Quest
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Related Products
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About
AgentLocator provides lead generation and website design services coupled with a powerful in-house CRM system tailor-made for real estate agents.
AgentLocator’s CRM system features: a built-in dialer, automated listing emails, mass emailing and texting capabilities, a personalized home search mobile app (HomeLocator), a CRM app, an AI chatbot, pre-loaded drip campaigns for lead nurturing, pipeline statuses, tags and filters for contact organization.
AgentLocator websites are SEO- and mobile-optimized, come with an IDX feed and have the ability to connect multiple MLS feeds into one. Agents can easily add unlimited community pages, landing pages with sign-up forms, blog posts, and other pages through the in-house Site Manager.
Leads are generated through tested-and-proven Google Search and Facebook ads run by an experienced marketing team. For agents focused on brand awareness, Tag Marketing (i.e. remarketing ads) through the Google Display network is also available.
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About
Surplus Funds is a cloud CRM and lead-research platform for professionals recovering excess proceeds from tax sales, foreclosure auctions and mortgage overages. It combines case and contact records, recovery pipelines, tasks and documents with skip-traced claimant data, property research, a power dialer, calling, SMS, email outreach, direct-mail letters and e-signatures. Its Ivy AI assistant can draft claimant communications and claim documents and summarize case records. Customers can use the CRM with their own leads or add selected-state or nationwide lead data; nationwide plans cover 47 states. The browser application is complemented by iPhone and Android apps, with Gmail and Outlook connections for case-linked email. The service is intended for independent recovery specialists, small teams and larger firms. Surplus amounts shown are estimates and should be verified with the relevant county or court.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Real estate agents seeking an integrated platform combining lead generation, website design, and a feature-rich CRM tailored to their industry
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Audience
Surplus funds recovery professionals
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$249/month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$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.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAgentLocator
Founded: 2012
Canada
www.agentlocator.ca
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Company InformationExcess Quest
Founded: 2019
United States
surplusfundslist.com
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Integrations
Gmail
Not Supported
Microsoft Outlook
Not Supported
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