LoanPost vs. Surplus Funds Comparison


LoanPost The LoanPost	Surplus Funds Excess Quest	+	+
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		Related Products Mortgage Automator Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 198 Ratings Visit Website Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website LoanPro LoanPro is a core lending software that specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to bring their lending innovations to life. Built on its own API, LoanPro unites with its user's existing software, while encouraging the use of powerful integrations and unifying all aspects of the loan lifecycle in a single source of truth. With real-time database access, process automation, and the ability to create and service multiple lending products in a single platform, LoanPro gives innovators the power to do what they do best. 182 Ratings Visit Website Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation. 19 Ratings Visit Website LendingPad LendingPad is a cloud-based loan origination system designed to help mortgage teams operate more efficiently from application to funding. The platform brings together real-time collaboration, automated task routing, borrower document collection, live pipeline visibility, configurable workflows, compliance tools, and scalable editions for credit unions, banks, mortgage lenders, non-delegated lenders, and brokers. LendingPad gives mortgage organizations the technology they need to move loans forward with greater speed and control. Whether teams are looking to simplify origination, reduce manual handoffs, improve visibility, or support growth across lending models, LendingPad delivers a flexible platform built for the way mortgage professionals work today. 302 Ratings Visit Website ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 9 Ratings Visit Website SBS Banking Platform SBS Banking Platform is a flexible, cloud-native solution that empowers financial institutions to scale on their terms while delivering seamless, digital-first experiences - anytime, anywhere. A fully integrated, front-to-back platform, it drives innovation across retail, corporate, and neobanking sectors. From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence. 29 Ratings Finastra LaserPro LaserPro is the leading document preparation solution, trusted by over 3,200 financial institutions and backed by 40 years of industry expertise. It supports all loan types, offering unmatched reliability and depth. With robust integrations across more than 70 core banking systems and third-party platforms, including nCino and Abrigo, LaserPro ensures seamless workflows and drives operational efficiency. The LaserPro suite not only guarantees regulatory compliance, backed by a warranty of up to $5 million, but also streamlines loan processing to help institutions deliver exceptional customer experiences no mater institution size. 2 Ratings Visit Website SBS Asset Finance SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit. SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs. Designed for scale and operational control, SBS Asset Finance helps lenders reduce processing costs, manage risk consistently across portfolios, and adapt quickly to new asset classes, markets, and regulatory requirements. Delivered as a SaaS solution with an evergreen upgrade model, it ensures predictable costs, minimal maintenance, and long-term scalability. 3 Ratings Visit Website LeaseAccounting.app LeaseAccounting.app is the self-serve IFRS 16 and FRS 102 lease accounting platform for finance teams that want audit-ready compliance without spreadsheets, consultants, or six-figure implementations. Built by ZenTreasury Oy in Helsinki (EU data hosting), it generates lease schedules, journal entries, modifications, remeasurements, and one-click audit evidence packs from any lease contract. AI-assisted contract extraction reads PDFs and proposes lease terms with confidence scoring; you approve, and the deterministic engine handles the math. Same inputs, same outputs, every time. Includes a Discount Rate Advisor that pulls reference rates from central bank sources, plus continuous compliance monitoring for indexations and reassessments. Journal export to SAP, Oracle, Dynamics, and NetSuite. Free tier covers 2 leases, no card required; paid plans from €149 per month with no per-seat pricing. Visit Website
About Included with the loan modification software and short sale software platform is a complete library set of industry forms for loss mitigation that auto-populate dynamically in the software like HAMP RMA, 710 Form, lender loan modification packages, 4506-T, Hardship Affidavits, 3rd party authorizations, custom loan modification proposals, custom offers/proposals, and more. Many law firms that specialize in foreclosure defense need a software system that can keep track of the ongoing case updates among the whole staff. Our foreclosure defense software will auto-generate legal docs like retainer agreements, motions, and all the industry specific forms. The built in calendar helps store all the critical court dates, filing dates, sale dates, etc... that the whole staff needs to be aware of. Since Bankruptcy is a popular tool in loss mitigation strategies, we have added the necessary fields to process and track bankruptcy files, like the income, expense, and liability worksheets.	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 Not Supported iPad Not Supported Android Not 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 Loan Origination solution for businesses	Audience Surplus funds recovery professionals
Support Phone Support 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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $50 per user per month Free Version Not 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 Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information The LoanPost Founded: 2006 United States www.theloanpost.com	Company Information Excess Quest Founded: 2019 United States surplusfundslist.com
Alternatives ABLE Platform	Alternatives Foreclosure.com
MortgageFlex MortgageFlex Systems	Foreclosure Data Hub
Mortgage+Care Consulting Plus	Legal Hub Group
LOAN SERVICING SOFT	Mass Torts 360 SimplyConvert LLC
Finastra Loan IQ Finastra View All	ALYCE Claims Management Brightwork View All
Categories Investment Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported	Categories CRM Supported Real Estate CRM Supported
Show More Features Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Supported Client Management Supported Commodities Not Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Not Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Not Supported Risk Management Not Supported Loan Origination Features Amortization Schedule Not Supported Audit Trail Not Supported Closing Documents Not Supported Compliance Management Not Supported Customer Database Supported Digital Signature Not Supported Document Management Not Supported Fee Management Not Supported Loan Processing Supported Online Application Not Supported Loan Servicing Features Accounting Management Supported Amortization Schedule Not Supported Application Management Supported Auto Loans Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Not Supported Collections Management Supported Compliance Management Not Supported Construction Loans Supported Customer Database Supported Fee Management Not Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Supported Client Database Supported Closing Documents Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported
Integrations Gmail Not Supported Microsoft Outlook Not Supported	Integrations Gmail Supported Microsoft Outlook Supported View All 2 Integrations
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