Virtual assistants
Surplus funds virtual assistants who know the work.
Surplus funds virtual assistants are trained callers who work your claimant outreach on foreclosure and tax sale surplus funds cases, so you can spend your day closing. Ours are trained by Excess Quest on surplus recovery specifically and work under an Excess Quest supervisor, in your timezone inside Surplus Funds.
What a VA
actually does
What our surplus funds virtual assistants handle, day to day, inside your Surplus Funds account.
Working your fresh leads while they are warm, using the approach that actually gets a former owner talking rather than a script that gets hung up on.
The second, third and fourth attempt that most operators never make, which is where a large share of signed cases actually come from.
Chasing better numbers when a lead goes cold, including relatives and known associates on older cases where the owner has moved or passed.
Dispositioning every call in your CRM so your pipeline reflects reality and you are not calling the same person twice.
The unglamorous follow up on paperwork a claimant has promised and not sent, which is where signed cases stall.
Activity on every case, visible inside your own CRM as it happens rather than summarised after the fact, and hours statements on request.
Plans
Standalone, for firms that want callers without changing anything else. A trained caller, with 40 hours a month of assistant time on your account, is also in the Reserve plan.
Essential
$370 per month
For a solo operator who needs the phone handled.
- Surplus trained VA
- About 40 hours a month of assistant time, counted per billing period
- Works your timezone
- Hours statements on request
Pro
$740 per month
For a firm with enough volume to keep someone busy.
- Surplus trained VA
- About 80 hours a month of assistant time, counted per billing period
- Works your timezone
- Activity on every case, and hours statements on request
Reserve
$1,299 per month
Nationwide leads plus an assigned, surplus-trained caller, the version most busy firms end up on.
- Nationwide skip-traced leads
- A trained VA, 40 hours a month of assistant time on your account
- Concierge onboarding
- 200 skip traces a month
We commit to the hours in your plan, never to results. No one can honestly promise how many claimants will sign, and we will not pretend otherwise on a call or in a contract.
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 launched
- StaffCallers trained and supervised by Excess Quest
Hire a caller who
already knows this business.
Tell us your volume and your states. We will scope how much assistant time actually fits, and say so if it does not.