Company
Excess Quest, since 2018.
Excess Quest supplies foreclosure and tax sale surplus funds leads, trained virtual assistants and websites to surplus funds recovery firms. Today that is a research desk, a lead pipeline built from foreclosure and tax sale auction results, a team of trained callers, and Surplus Funds, the recovery CRM our clients run their firms on.
How we got here
Excess Quest grew one request at a time, from two jobs nobody wanted to the platform every plan runs on.
- Cold calling and skip tracing
We started with the two jobs nobody in surplus recovery wanted, because that was what firms kept asking us to take off their desk.
2018 - Leads, research and websites
A client asked, and it was worth building properly: a lead pipeline built from auction results, a research desk, and the websites firms run on.
Then - InceptDial merged in
InceptDial brought its calling operation with it. That is where our callers came from, and why they are trained on surplus outreach specifically.
2025 - Surplus Funds launched
Our own recovery CRM: the case pipeline, the phone, SMS, e-signatures and the lead database, which every plan now runs on.
2026
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