Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
USAgentLeads offers a comprehensive database of contact information for real estate agents and brokerages tailored for businesses looking to market to or recruit U.S. professionals in the real estate sector. Customers can easily browse through directories or acquire detailed contact lists for specific counties, states, or nationwide coverage through one-time CSV downloads. The pricing for county packages begins at $29, while state packages start at $99; these agent records come with phone numbers and email addresses when available. Additionally, users can access a complimentary sample of 500 agent contacts without needing to create an account, and the CSV files can seamlessly integrate with spreadsheets, CRM systems, and outreach platforms. For those who require more advanced functionality, a paid REST API is available for programmatic access to agent records. Free tools in the browser assist with campaign planning and email reviews, as well as domain authentication checks and brokerage recruiting computations. These records are sourced from publicly available licensing information, making the service a valuable resource for marketing agencies, software and PropTech enterprises, mortgage and title companies, brokerages, coaches, and various organizations aiming to connect with U.S. real estate agents. This extensive support ensures that users have the necessary resources to succeed in their outreach efforts.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Apollo
No
Close
No
Gmail
Yes
Google Sheets
No
HubSpot CRM
No
Instantly
No
Mailchimp
No
Microsoft Outlook
Yes
Outreach
No
Pipedrive
No
Integrations
Apollo
Yes
Close
Yes
Gmail
No
Google Sheets
Yes
HubSpot CRM
Yes
Instantly
Yes
Mailchimp
Yes
Microsoft Outlook
No
Outreach
Yes
Pipedrive
Yes
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
Pricing Details
County CSV packages start at $29 one-time, and state packages are $99 one-time. The homepage and FAQ list the full 50-state database at $399 one-time; the Pro API is $79/month and includes 10,000 requests per month.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
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
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Vendor Details
Company Name
USAgentLeads
Website
www.usagentleads.com
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