Plans
Compare surplus funds plans
Compare surplus funds plans side by side: what the CRM includes on its own, what Nationwide adds with foreclosure and tax sale surplus funds leads, and what Reserve adds with a dedicated caller, monthly research credits and Academy access.
Every row below is true of the platform today. When you compare surplus funds plans and still are not sure, contact us and we will tell you which one fits.
CRM and pipeline
Case pipeline and case management
Contacts and lead management
Tasks and reminders
Document management
Website contact forms and inquiries
Meeting scheduling
Team board
Leads and data
Surplus funds leads databaseEvery state we coverEvery state we cover
Foreclosure and tax sale surplus funds
Skip traced and DNC scrubbed
One year of historical data
State and county filters
Daily database updates
Attorney directory
Members-only lead pool, weekly
Import your existing leads
Calling and outreach
Built-in calling
Power dialer
SMS campaigns
Email outreach
Mailers, printed and posted for youPer letterPer letterPer letter
Socials, plan and publish posts
Research and skip tracing
Property researchCredit packsCredit packs200 a month
Skip tracingCredit packsCredit packs200 a month
AI and documents
Ivy AI assistant1x usage3x usage8x usage
Daily AI summaries
E-signaturesUnlimitedUnlimited
Document templates and resources
Learning
Video tutorials
Surplus Funds Academy
Team and support
Seats included135
Maximum team sizeUp to 3Up to 5Up to 5
Additional seats$40 a month$40 a monthAll 5 included
Team leaderboard
Email support
Live chat support
Dedicated VA, 40 hours a month
Concierge onboarding
Direct line to an account manager
Still deciding?
Tell us your states and your volume. We will say which plan fits, including when the smaller one does.