Surplus FundsExcess Quest
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Related Products
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About
If you’re a real estate investor, mortgage lender, roofing contractor, solar installer, DealMachine gives you 700 filters on homeowners and properties to build the perfect marketing list for direct mail, email, phone, text, and online outreach.
DealMachine is a real estate data + consumer data platform that gives real estate investors and home service based businesses (anyone who needs to reach homeowners) access to property, ownership, and decision-maker insights they can't get anywhere else.
For example: 3 unique aspects of DealMachine’s data
1. The phone numbers are labeled owner/renter/family so you can isolate the decision maker
2. You can filter by the “skip trace data” to build your list like owner age, language spoken, or household income. This example is helpful for land investors… usually only seniors sell vacant land.
3. You can totally eliminate any disconnected numbers by using our export column that says how much the person picked up their phone in the last 2
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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
Not 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 professionals
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Audience
Surplus funds recovery professionals
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
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 Videos |
Screenshots and Videos |
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Pricing
$119 per month
Skip tracing used to cost $.10 per house. No more. We allow 10,000 exports with phone numbers and emails for $119 per month, saving investors over $800 per month for 1 user.
$179 / allows 30,000 exports and 3 users $279 allows 60,000 exports and 6 users We have a DealMachine Teams plan for $699 per month that allows 150,000 exports per month for up to 10 users. You can have multiple Teams Plans with central billing for additional offices or additional exports. We also have data licensing for entire regions We also have an API for enriching addresses with property and owner information for your CRM.
Free Version
Supported
Free Trial
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 InformationDealMachine
Founded: 2017
United States
dealmachine.com
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Company InformationExcess Quest
Founded: 2019
United States
surplusfundslist.com
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Categories |
Categories |
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Real Estate CRM Features
Campaign Management
Not Supported
Client / Property Matching
Not Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Not Supported
Lead Management
Not Supported
Property Alerts
Not Supported
Referral Tracking
Not Supported
Segmentation
Not Supported
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Integrations
Gmail
Not Supported
Microsoft Outlook
Not Supported
Zapier
Supported
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Integrations
Gmail
Supported
Microsoft Outlook
Supported
Zapier
Not Supported
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