Custom CRM build-outs
Your stages, fields, documents and reports, built into Surplus Funds by the team that writes it. The pipeline follows how your firm works a claim, not the other way round.
Enterprise
An enterprise surplus funds CRM, built around your firm.
For recovery firms that have outgrown a standard plan: more than five users, a CRM shaped to how you work, new records from your states and counties every business day, and people and AI to carry the routine work. There is no price list. Tell us what you need and we scope it with you.
What we set up
for larger firms.
Every enterprise surplus funds CRM we set up runs on Surplus Funds, the platform Excess Quest builds, so your team works one pipeline from the first record to the signed claim.
Seats for the whole team
More than five users, so every caller, researcher and manager works the same pipeline in one account instead of passing spreadsheets around.
Your states and counties, filled daily
Pick the states and counties you work. Our research team adds new cases from those areas to your account every business day, each with an estimated surplus to verify with the county.
Staffing
Trained Excess Quest staff who work inside your account. They research new records in your areas, enter them and keep the pipeline tidy, so your own people spend the day on claimants.
AI automation
We map the repetitive steps in your process and hand them to Ivy, the AI assistant in Surplus Funds: follow up drafts, case summaries and a daily summary of what needs doing. Your team approves what goes out.
Beyond surplus funds
Work pre-foreclosures or buy property too? We shape the pipeline, fields and documents for those deals alongside your surplus funds cases, in the same account.
Your tools, connected
A dialer, an inbox, accounting, a document system or the spreadsheet the team lives in. We connect the tools you rely on to Surplus Funds, so records and activity are not typed twice.
Built for teams,
run from one account.
What Surplus Funds already does for a firm with many hands on the same cases, before we build anything for you.
Owner, admin and member roles
Invite each person as a member or an admin. Billing, branding, phone numbers and the team call script stay with owners and admins.
The whole case on one timeline
Calls, texts, emails, mail, signatures, notes and tasks sit on the case, so whoever picks it up next sees everything before them.
One feed for the team
Team activity shows what each person did across the account through the day, without anyone asking for a status update.
Sign-ins you can see
Settings lists every browser signed in to a login, and any of them can be signed out from there.
How an engagement
works.
Four steps from the first call to a team working the new setup. You know the scope and the price before anything is built.
- 01A scoping call
We go through your team, your states and counties, and where the work slows down.
You getWhat we would build, and what we would not - 02A written proposal
The scope, the timeline and the price for your setup. Nothing starts until you agree to it.
You getScope, timeline and price, in writing - 03Build and load
We build your setup into Surplus Funds and load your data into it.
You getYour account, set up and loaded - 04Train and adjust
We train your team on it, then keep adjusting it with you once it is in daily use.
You getA team working the new setup
Talk to us.
No price list, no pitch deck.
Tell us your team, your areas and what you want built. We aim to reply within one business day to set up a call.