Surplus FundsExcess Quest
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Related Products
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About
LocatePLUS is the nation’s leading provider of accurate, in-depth investigative and skip-tracing data. The LocatePLUS database consists of billions of current historical, cross-referenced public and private records. The latest technology and comprehensive reports save time and money. Our case management system will make your job easier than ever. LocatePLUS’ proprietary online investigative databases allow our users to access billions of public and non-public skip-tracing records and information from any internet browser. Our web-based investigative search tools and skip trace software match and link data based on the specified search parameters inputted by our users. The LocatePLUS skip tracing tools and law enforcement software provide an abundance of available, cross-referenced records found in the hundreds of databases we query. LocatePLUS takes reliability and compliance seriously, our data center is SSAE 16 certified.
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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
Not Supported
iPad
Not Supported
Android
Not 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 and professionals in need of a solution to collect current historical, cross-referenced public and private records
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Audience
Surplus funds recovery professionals
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Support
Phone Support
Supported
24/7 Live Support
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
$99.95 per month
Free Version
Not 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
Not Supported
Live Online
Supported
In Person
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 InformationLocatePLUS
United States
locateplus.com
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Company InformationExcess Quest
Founded: 2019
United States
surplusfundslist.com
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Categories |
Categories |
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Integrations
Gmail
Not Supported
Microsoft Outlook
Not Supported
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