Surplus funds leads,
built from the auction result
Foreclosure surplus funds and tax sale surplus funds, tracked from the auction result, researched, skip traced and DNC scrubbed, then published into your CRM in real time.
HiringCallers and researchersA lead desk, not a list. Excess Quest tracks foreclosure and tax sale auctions nationwide, researches every sale with real surplus funds left over, and hands your team a name worth calling.
2018
We started on cold calling and skip tracing for surplus funds recovery firms, then built everything they kept asking for.
20 to 40
Built from foreclosure and tax sale auction results and published into Surplus Funds in real time.
$20,000+
The estimated surplus we look for on third-party sales. Every figure is an estimate until the county confirms it.
Auction tracking
and research
We watch foreclosure and tax sale auctions across the country and focus on the sales that went to a third party with an estimated $20,000 or more left over. Every lead lands in your Master Database, ready to push to your workspace.
Learn moreSkip tracing
and DNC scrub
The former owner, their relatives and known associates, traced across several paid tools and checked against the federal Do Not Call registry before a single number reaches your dialer.
Learn moreCallers who
know surplus
Full time Excess Quest employees, trained on surplus outreach, working inside your Surplus Funds phone in your timezone. They power dial your cases, skip the numbers on DNC, follow the script and send the agreement so your day goes to closing.
Learn moreWebsites for
recovery firms
A homeowner is about to hand a stranger a claim worth tens of thousands. The site is where they decide you are real. We have built more than a hundred of them, from the logo and the copy to the hosting.
See our work


How a lead is built
- Foreclosure and tax sale tracking
We monitor foreclosure and tax sale auctions across many states, held by counties, trustees and sheriffs, in person and online. Our team compiles the properties that sold to a third party with estimated excess funds of $20,000 or more.
Step 01 - Property research and scans
Every lead gets a property search: estimated mortgage balance and principal, the previous owner and their relatives, property address, parcel ID, case number, and the auction data itself including opening bid, winning bid, mortgage specifics and trustee contact.
Step 02 - Skip tracing
We skip trace the previous homeowner and their relatives and associates, then compare results across several paid tools rather than trusting one. Federal DNC scrubbing runs before anything reaches your callers.
Step 03 - Published in real time
Leads publish into Surplus Funds the moment they clear research, in real time rather than a monthly dump. Volume runs 20 to 40 fresh leads a day depending on your plan and states.
Step 04
Trusted by recovery firms
across the country
Client work “If you are looking to automate any part of your surplus funds business, Excess Quest is your go to resource.”
Nick FullmerSurplus Coach and Business Owner“We've tried many services but have found EQ to be the best.”
Brian BrownHead of Client Relations“Excess Quest assigned me a virtual assistant. I have been very pleased with his work ethic.”
Edwin ReinaBusiness Owner




100+websites built for recovery firms
- 2018Founded on cold calling and skip tracing
- 2025InceptDial merged into Excess Quest
- 2026Surplus Funds, our recovery CRM, launched
- Full timeCallers are employees, never contractors
Three plans,
month to month
The platform is in every plan. What changes is how much of the lead work and the phone work we do for you.
Compare plansCRM
$99 per month
For a firm that already has its leads and needs somewhere to work them.
- Full case pipeline
- Calling and SMS built in
- E-signatures
- Up to 3 users
- Mailers and Socials built in
- Video tutorials
- Import your existing leads
Nationwide
$499 per month
Every state we cover, skip traced and DNC scrubbed, plus the platform.
- Everything in CRM
- All available states
- Skip traced and DNC scrubbed
- Attorney directory
- Document templates
Reserve
$1,299 per month
Nationwide with a dedicated caller and a concierge onboarding.
- Everything in Nationwide
- Dedicated VA, 40 hours a month
- Concierge onboarding
- Members-only lead pool
- 200 skip traces a month
- 200 property searches a month
- Surplus Funds Academy access