Before Surplus Funds, our clients worked our leads in whatever tools they already had, most of them built for some other business. In 2026 we launched Surplus Funds, a recovery CRM built for the way a surplus funds case actually moves, from the auction result to a signed agreement to a filed claim.
What is in it
- A case pipeline with the stages a recovery firm uses: new, contacted, docs sent, signed, claim filed.
- Built-in calling, a power dialer and SMS from your own number.
- E-signatures for fee agreements and claim paperwork.
- Mailers, printed and posted for you, and Socials for planning and publishing posts.
- Ivy, the AI assistant that drafts messages and documents from the case in front of you.
- Video tutorials that walk through the platform.
Where our leads fit
On the Nationwide and Reserve plans, foreclosure surplus funds and tax sale surplus funds leads publish straight into your Master Database the moment they clear research. You push the ones you want into your workspace and start calling. Nothing to import, nothing to copy between tools.
The CRM plan is $99 a month for firms that already have their own lead source. Nationwide and Reserve add our leads, and Reserve adds a dedicated caller and Academy access. The full breakdown is on the compare plans page.