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Built For Surplus Funds

Not all surplus funds platforms are equal.

Most surplus funds software is a general purpose CRM with a new logo on it. This one was built for surplus recovery from the first line of code. We build the tools. You build the business.

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Feature Comparison

See what you get with Surplus Funds List vs. what most other platforms offer.

FeatureSFLOthers

Business Model

Does not recover funds or compete with customers
Strictly a technology company
Your leads and claimant data stays 100% yours

Leads & Data

Nationwide surplus funds leads databaseSome
Skip-traced and DNC-scrubbed leadsSome
Tax sale, foreclosure, and mortgage overage coverageSome
Regular database updates

CRM & Pipeline

Visual kanban pipelineSome
Case dossiers with full contact history
Team management and role-based accessSome
Real-time team leaderboard

Communication Tools

Built-in power dialerSome
SMS campaigns with templatesSome
Email outreach with threaded replies

Documents & Signing

Native e-signature sending and tracking
Document templates and resources
Attorney directory (The Vault)

AI & Automation

AI assistant trained on surplus funds
AI-generated outreach letters
Daily AI briefings and case summaries

Why professionals choose SFL

Built for one job

Every screen assumes a surplus case: the docket, the payoff, the liens, and what the claimant nets. Not a general CRM with fields renamed.

Nationwide leads in one place

Skip-traced, DNC-scrubbed leads from tax sales, foreclosures, and mortgage overages across 47+ states. Updated regularly.

Built-in power dialer

Click-to-call, call recording, voicemail drops, and SMS campaigns. No switching between apps or tabs.

Native e-signatures

Send documents for signature directly from the CRM. Track status in real time. No separate DocuSign subscription.

AI that knows surplus funds

Ivy drafts outreach letters, answers compliance questions, summarizes cases, and delivers daily briefings.

One platform, one bill

Stop paying for 5 different tools. Leads, CRM, dialer, e-signatures, and AI. All included from $99/mo.

Ready to make the switch?

Join recovery professionals who chose the platform that works for them, not against them.

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No contracts · Cancel anytime · From $99/mo