Surplus Funds

Surplus Funds

Excess Quest
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+

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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.

About

VERDICT.COM is an AI-powered legal research platform that makes legal clarity accessible to everyone. Search 5M+ real court opinions, get AI-powered case analysis with verified citations, browse 500+ legal document templates, and find attorneys from a directory of 1.8M+ lawyers across 30+ states. The platform generates UPL-compliant research briefs with favorable and unfavorable precedents, procedural requirements, and remedy types — legal research, not legal advice. Features include a document editor with AI copilot, file upload with text extraction, and court records search. Free tier available, paid plans from $8/month for expanded access, web search, and advanced document features with 350+ templates. Marketplace for legal help available shortly.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Surplus funds recovery professionals

Audience

Consumers, Solo / Small Law Firms, Legal Aid / Pro Bono, Law Students / Academia

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

No images available

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

Pricing

$8
Free Version 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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Excess Quest
Founded: 2019
United States
surplusfundslist.com

Company Information

VERDICT.COM
Founded: 2018
United States
verdict.com

Alternatives

Alternatives

Computer for Counsel

Computer for Counsel

Perplexity AI
Mass Torts 360

Mass Torts 360

SimplyConvert LLC
CourtListener

CourtListener

Free Law Project

Categories

CRM Supported
Real Estate CRM Supported

Categories

AI Legal Supported

Integrations

Gmail Supported
Microsoft Outlook Supported

Integrations

Gmail Not Supported
Microsoft Outlook Not Supported
Claim Surplus Funds and update features and information
Claim Surplus Funds and update features and information
Claim VERDICT.COM and update features and information
Claim VERDICT.COM and update features and information