Surplus FundsExcess Quest
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Related Products
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About
Reach more leads, book more meetings, and close more deals with less work: Exceed your investment strategy by generating highly targeted property lists. Reach your prospects through customizable marketing tools. Find your next customer – before they even know they’re in the market. Search thousands of properties to identify the right market to grow your business: 100+ targeting criteria to find and create prospect lists. Uncover properties within your target market - search down to the granule level. Engage with property owners who are motivated to sell via world class filtering and lead targeting. Solve real-world problems with the all-in-one data software and analytics tool: Comprehensive data and context for market insight. Visualize where your customers are and analyze your market. Access the most current and accurate data from MLS sales and county recordings to generate instant comps.
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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
For realtors & brokers needing a SAAS data analysis tool to simplify and accelerate business
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Audience
Surplus funds recovery professionals
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Support
Phone Support
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24/7 Live Support
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Online
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Support
Phone Support
Not Supported
24/7 Live Support
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Online
Supported
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
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Free Trial
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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
Not Supported
Webinars
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Live Online
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In Person
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationPropStream
United States
www.propstream.com
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Company InformationExcess Quest
Founded: 2019
United States
surplusfundslist.com
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Categories |
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Integrations
Gmail
Not Supported
Microsoft Outlook
Not Supported
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