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 researchers
Phone
Phone system Power dial
Session queue1 of 7
Sarah Johnson4
Sarah Johnson
1(555) 555-0142
2(555) 555-0143
3(555) 555-0144
4John Smith(555) 555-0145Relative
Mary Major2
5Mary Major(555) 555-0150
6Richard Roe(555) 555-0151Relative
Jane Doe1
7Jane Doe(555) 555-0160
Sample Claimant Case 1204 Example Ave, Anytown, Sample County
$31,280Excess proceeds
OpeningPitchCloseVoicemailRebuttals
OwnerRelativeEstate
Greeting
Hi, may I speak with Sarah Johnson?
Wait for confirmation before continuing.
Introduce yourself
This is Jane Doe with Sample Recovery Group.
Surface the surplus
That property sold at a tax sale on March 12, and the sale generated surplus funds. That is money the court is holding in your name as the former owner.
Drop the number
Based on public records, it looks like around $31,280.
Pause here. Let the number land.
Open question
Have you been contacted by the court yet, or received anything about claiming these funds?
Their answer tells you which rebuttal to use next.
SJ
Sarah Johnson
(555) 555-0142
Primary
Case
Sample Claimant Case
Numbers
(555) 555-0142Mobile
(555) 555-0143Mobile
(555) 555-0144Landline
Summary
Property1204 Example Ave, Anytown
Surplus$31,280.64
Sale date3/12/2026
CountySample County
Case number2026-SC-00093
StageContacted
Add a task
SJ
Sarah Johnson
Connected, 2:14, Call 1 of 7
MuteKeypadHoldVM dropTransferAdd personScript

A 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.

Operating since

2018

We started on cold calling and skip tracing for surplus funds recovery firms, then built everything they kept asking for.

Fresh leads a day

20 to 40

Built from foreclosure and tax sale auction results and published into Surplus Funds in real time.

Surplus we target

$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 more
Master Database
Browse 9,494 leads. Select rows and push them to your Workspace.
Workspace Master Database
Sale Type State County Proceeds
Case NameAddressProceedsTypeSale Date
John Smith NEW26-TD-100011201 Example Ave, Sample County$107,998.00Tax SaleApr 7, 26
Jane Doe NEW26-CA-10002482 Placeholder Rd, Sample County$63,825.00ForeclosureJun 12, 26
Richard Roe 26-TD-1000377 Demo Ridge Pl, Sample County$277,431.00Tax SaleMar 29, 26
Mary Major 26-TD-100041650 Test Granite Rd, Sample County$176,543.00Tax SaleJun 1, 26
Sarah Johnson 26-CA-10005741 Example Ln, Sample County$61,866.00ForeclosureFeb 10, 26
Peter Poe 26-CA-100064209 Demo Prairie Dr, Sample County$82,109.00ForeclosureJun 6, 26
Joan Roe 26-TD-1000795 Sample Hollow Ct, Sample County$44,712.00Tax SaleMay 18, 26

Skip 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 more
Skip Trace
New search
Past searches
Filter
Recent
SJ
Sarah Johnson
1204 Example Ave
MM
Mary Major
77 Example Ln
RR
Richard Roe
133 Sample Way
38 of 50 traces left
Get Skip Trace Credits
Household Persons1 result found Push to Case
SJ
Sarah Johnson
Age 63DOB 01/1962Anytown, STData as of Sep 12, 2026
IndicatorsBankruptcies 0Liens 0Judgments 1
4 phones 2 emails 2 addresses 2 relatives
Addresses 2
1204 Example Ave
Anytown, ST, 00000
Sample CountySold Mar 12, 2026DELIVERABLE
884 Sample St
Anytown, ST, 00000
Sample County2019 to 2023
Phone Numbers 4
(555) 555-0142
Sample WirelessSeen May 1, 2026
MOBILECLEANCONNECTED
(555) 555-0143
MOBILECLEAN
(555) 555-0144
Sample TelecomSeen Nov 1, 2025
LANDLINEDNC
(555) 555-0166
Sample WirelessSeen Mar 3, 2025
MOBILEDISCONNECTED
Emails 2
sarah.johnson@example.com
sjohnson63@example.com
Possible Relatives 2
MM
Mary Major
Age 61, Possible Spouse
Trace
(555) 555-0150MOBILECLEAN
JS
John Smith
Age 34, Possible Child
Trace
(555) 555-0145MOBILECLEAN
Tracing a relative uses 1 credit, results save to the case

Callers 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 more

Phone

Power dial
RecentsSelect
EF
Elaine FordMon
(555) 555-0191
DP
Devon PriceMon
(555) 555-0165
CM
Curtis MooreMon
(555) 555-0109
DP
Devon PriceMon
(555) 555-0174
NR
Nadia RoweMon
(555) 555-0135
MB
Marcus BellMon
(555) 555-0176
JD
Jane DoeMon
(555) 555-0160
RR
Richard RoeMon
(555) 555-0151
Power dial a case
RecentSale dateProceeds
Owner State: ST Stage Tags
CasePropertyProceedsSold
Sarah Johnson1204 Example Ave, Anytown, ST$31,280.64Mar 12, 2026
John Smith418 Sample Rd, Anytown, ST$28,733.60Aug 4, 2026
Mary Major77 Example Ln, Anytown, ST$124,533.19May 7, 2026
Richard Roe133 Sample Way, Anytown, ST$38,907.31Jun 11, 2026
Jane Doe340 Example Dr, Anytown, ST$89,274.06Jul 5, 2026
John Doe904 Sample Ter, Anytown, ST$102,318.92Apr 10, 2026
Peter Poe88 Example Ct, Anytown, ST$32,189.40Jun 2, 2026
Joan Roe12 Sample Lane, Anytown, ST$47,512.83Jul 27, 2026
Sam Smith250 Example Pass, Anytown, ST$185,994.42Mar 14, 2026
2 DNC held for review3 cases, 7 numbersStart dialing

Websites 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

Pluto Asset RecoveryEnterprise

Pluto Asset Recovery website, built by Excess Quest

Capitol Asset Recovery GroupEnterprise

Capitol Asset Recovery Group website, built by Excess Quest

Foreclosure Team USAEnterprise

Foreclosure Team USA website, built by Excess Quest

How a lead is built

  1. 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
  2. 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
  3. 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
  4. 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
Every field we ship

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
Clients
Foreclosure Team USASurplus Funds Recovery GroupSurplus Funds ExpertsOverage Refund SpecialistsValister Group

100+websites built for recovery firms

The company
  • 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 plans

CRM

$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
Get started

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
Get started

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
Get started

Fewer lists.
More signed claims.