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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Locate Next is an online skip tracing solution designed specifically for real estate teams, which encompasses wholesalers, investors, acquisition groups, and surplus recovery firms. Participants can upload lists of property owners in either CSV or Excel formats, align source columns with the corresponding search fields, and preview both the searches and the anticipated maximum costs prior to proceeding. Once processed, the platform provides potential owner contact matches along with records linked to LLC filings, enabling users to assess and choose contacts before exporting the data. Users have the option to download the information while maintaining original columns and record IDs, utilize templates tailored for specific CRM systems, or set up automated processing of lists within defined financial limits. Additionally, Locate Next features complimentary tools that assist users in verifying CRM CSV files and calculating estimated list costs. This streamlined workflow equips teams to effectively compile owner-contact lists for outreach and follow-up efforts, while also granting them the opportunity to review matched records to ensure accuracy prior to making contact. Ultimately, Locate Next enhances the prospecting process and supports informed decision-making for real estate professionals.

Description

Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Gmail No 
Microsoft Outlook No 

Integrations

Gmail Yes 
Microsoft Outlook Yes 

Pricing Details

$0.17 per qualifying search
Each qualifying search costs $0.17 and is deducted from a prepaid balance. Top-ups start at $10. Searches with no result, failed searches, or results reused within 30 days are not charged.
Free Trial No 
Free Version No 

Pricing Details

$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Locate Next

Website

www.locatenext.com

Vendor Details

Company Name

Excess Quest

Founded

2019

Country

United States

Website

surplusfundslist.com

Product Features

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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