Surplus Funds

Surplus Funds

Excess Quest
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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.

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.

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

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

Audience

Real estate agents seeking an integrated platform combining lead generation, website design, and a feature-rich CRM tailored to their industry

Audience

Surplus funds recovery professionals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$249/month
Free Version Not Supported
Free Trial Not Supported

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

AgentLocator
Founded: 2012
Canada
www.agentlocator.ca

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Alternatives

Alternatives

iMaxCRM

iMaxCRM

Cendance Systems
Mass Torts 360

Mass Torts 360

SimplyConvert LLC
Leadvio

Leadvio

13Fold Labs

Categories

Real Estate CRM Supported

Categories

CRM Supported
Real Estate CRM Supported

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
Claim AgentLocator and update features and information
Claim AgentLocator and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information