Surplus Funds List

A simple, all-in-one CRM built for surplus funds recovery firms. Track your cases, call claimants, send e-signatures, and manage your team from one clean workspace.

Surplus Funds List is the all-in-one CRM built for surplus funds and excess proceeds recovery professionals.

Track every case from lead to payout. Dial claimants directly from the app. Send documents for e-signature. Manage your team, your pipeline, and your revenue, all from one premium workspace designed for the way recovery pros actually work.

WHAT YOU CAN DO

Pipeline & Cases • Track surplus funds cases through every stage: new leads, contacted, docs sent, signed, claim filed, paid • Property details, claimant contacts, and case notes in one place • Filter by county, status, value, or date

Built-in Dialer • Tap to call claimants directly from any case • Power dialer for high-volume outreach • Call notes auto-saved to the case timeline

Messaging • Send SMS to claimants from your dedicated business number • Templates for common follow-ups • Full conversation history per case

Documents & E-Sign • Send retainers and claim packets for signature • Track who has viewed, signed, or declined • All signed documents stored with the case

Team Collaboration • Channels for leads, wins, compliance, and county updates • Direct messages with teammates • Activity feed for the whole organization

Ivy AI Assistant • Ask Ivy to draft messages, summarize cases, or pull pipeline stats • Trained on surplus funds workflows

Email • Connect your Gmail or Outlook to send and receive from your work address • Email threads attached to the right case automatically

WHO THIS IS FOR Surplus funds recovery agents, excess proceeds investigators, foreclosure overage specialists, tax sale overage recovery firms, and small recovery teams who need a real CRM instead of spreadsheets.

WHY SURPLUS FUNDS LIST Built by people who know the work. Every feature exists because recovery pros asked for it. No bloat, no abandoned tabs, no learning curve.

ACCOUNT REQUIRED A Surplus Funds List subscription is required to use this app. Sign up at surplusfundslist.com.