Surplus Funds

Surplus Funds

Excess Quest
+
+

Related Products

  • RealEstateAPI (REAPI)
    58 Ratings
    Visit Website
  • BoldTrail
    2,126 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • TraceEngine
    1 Rating
    Visit Website
  • Rent Manager
    1,058 Ratings
    Visit Website
  • CrankWheel
    240 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • CapLinked
    248 Ratings
    Visit Website
  • Community Phone
    1,597 Ratings
    Visit Website
  • Buildium
    2,562 Ratings
    Visit Website

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

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 Not 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 professionals

Audience

Surplus funds recovery professionals

Support

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

Screenshots and Videos

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

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

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

Review this Software

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

DealMachine
Founded: 2017
United States
dealmachine.com

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Alternatives

Alternatives

BatchLeads

BatchLeads

BatchService
Goliath

Goliath

Goliath Data
Mass Torts 360

Mass Torts 360

SimplyConvert LLC

Categories

Real Estate Supported
Real Estate CRM Supported
Skip Tracing Supported

Categories

CRM Supported
Real Estate CRM Supported

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

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported
Zapier Supported

Integrations

Gmail Supported
Microsoft Outlook Supported
Zapier Not Supported
Claim DealMachine and update features and information
Claim DealMachine and update features and information
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information