The company
behind Surplus Funds
Lead generation, virtual assistants and website design for surplus recovery businesses. Excess Quest since 2021; the Surplus Funds platform launched in 2026.
HiringCallers and researchersA lead desk, not a list. We track foreclosure and tax sale auctions nationwide, estimate the surplus on each sale, and hand your team a name worth calling.
2021
We started on cold calling and skip tracing for surplus funds recovery firms. The Surplus Funds platform launched in 2026.
100+
Websites for surplus funds recovery firms, from the logo and the copy to the hosting.
$20,000+
The estimated surplus we look for on third-party sales. Every figure is an estimate until the county confirms it.
What we do
Four services for surplus funds recovery firms, each built around how a claim actually gets signed.
Built from the auction result, skip traced, checked for Do Not Call flags, and published into Surplus Funds in real time. Tax sale overages, mortgage overages and judicial state reports, not a county list you could have downloaded yourself.
Learn more PeopleVirtual assistantsAssistants trained by Excess Quest on surplus outreach and supervised by Excess Quest, assigned to your account and working inside your Surplus Funds phone, pipeline and inbox. They make the calls, run skip traces and handle follow ups so your day goes to closing.
Learn more BuildWebsites for recovery firmsA homeowner is about to hand a stranger a claim worth tens of thousands, and the site is where they decide you are real. We have built more than 100 for recovery firms.
Learn more MailLetters and mailLetters to former owners and heirs, printed and posted for you from the case in Surplus Funds, and charged per letter. No print shop, no stamps, no spreadsheet of addresses.
Learn moreAuction 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 Do Not Call flags
The former owner, their relatives and known associates, traced across several paid tools. Numbers on the National Do Not Call Registry are flagged for your review before you call.
Learn moreCallers who
know surplus
Trained by Excess Quest on surplus outreach and supervised by Excess Quest, 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 an estimated $20,000 or more in excess funds.
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. Numbers on the National Do Not Call Registry are flagged for your review, and your own opt-out list is always blocked.
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 varies by day and by state.
Step 04
Trusted by recovery firms
across the country
Client work “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
- 2021Excess Quest founded on cold calling and skip tracing
- 2025InceptDial merged into Excess Quest
- 2026Surplus Funds launched
- StaffCallers trained and supervised by Excess Quest
Four 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 plansThe whole platform for a firm that already has its leads: pipeline, calling, texting, e-signatures and Ivy.
The platform plus skip traced leads for the states you pick, with Do Not Call flags.
Leads in every state we cover, the attorney directory and the document templates.
Nationwide plus an assigned, surplus-trained caller, 40 hours a month of assistant time on your account, and concierge onboarding.