We build the software.
You run the business.
Most software in this industry is a general purpose CRM with surplus fields added on top. We build the platform for this work and nothing else, and that is all we do.
Our story
From the trenches to the platform
We did not start with software. We started inside the industry, serving recovery firms every day, and saw firsthand what was broken.
The Groundwork
We did not start with software. We began by offering cold calling and skip tracing services to recovery firms, giving us direct exposure to the real operational problems of the industry.
The Evolution
As client needs grew, we realized generic CRMs were failing recovery specialists. We began designing a system that keeps outreach, tasks, and filings connected to every case.
Surplus Funds List is Born
Now a complete ecosystem helping firms manage surplus funds lists, track excess proceeds, and receive daily auction results inside one focused, automated system.
Our mission
Give recovery professionals the tools, and stay out of their way
Every year, billions of dollars in surplus funds go unclaimed after tax sales and foreclosure auctions across the United States. Former property owners, many of them elderly, displaced, or simply unaware, are entitled to that money and do not know it exists.
Recovery professionals are the ones who reconnect those people with what they are owed. The tools they were given were never built for it: generic CRMs, standalone dialers, separate e-sign subscriptions, and lead lists in spreadsheets.
So we built one thing properly: the system a recovery business runs on end to end, from the first list to the signed claim.
What sets us apart
Built for one job
The only surplus funds recovery platform with leads, CRM, dialer, AI, and e-signatures in one place.
Nationwide Leads Database
Skip-traced leads nationwide including tax sale surplus funds, foreclosure excess proceeds, and mortgage overages updated from county records.
Built-in Power Dialer
Call directly from any case. Queue leads, log outcomes, and move to the next number without switching tabs or paying for a separate dialer.
Ivy AI Assistant
Ivy understands surplus funds terminology and recovery workflows. Draft letters, analyze cases, and get answers instantly.
Native E-Signatures
Generate contracts, send for signature, and track signing status, all inside the platform. No DocuSign subscription needed.
A CRM With One Job
Every feature designed for surplus funds recovery. Pipeline stages, case dossiers, contact parsing, and claim tracking. Not adapted from a generic CRM.
Full-Service Support
More than just software. Trained virtual assistants, custom website design, and compliance resources to support every part of your recovery business.
Ready to recover more?
Join 500+ surplus funds professionals using Surplus Funds List to find leads, contact claimants, and close deals faster than ever.
No contracts · Cancel anytime · From $99/mo