Custom CRM build
Your stages, fields, documents and reports, built into Surplus Funds by the team that writes it. The pipeline follows how your firm works a claim, not the other way round.
Enterprise
An enterprise surplus funds CRM, built around your firm.
For recovery firms past five users. We shape the CRM to how you work, fill it with new records from the states and counties you choose, and add people and AI for the routine work. There is no price list; we scope it with you.
What we set up
Everything a larger firm needs, in one account.
It all runs on Surplus Funds, so the whole team works one pipeline from the first record to the signed claim.
Seats for the whole team
More than five users in one account. Callers, researchers and managers work the same pipeline, each with the role that fits.
Your states and counties, filled daily
Pick the areas you work. Our research team adds new cases from them every business day, each with an estimated surplus to verify with the county.
Staffing
Trained staff who work inside your account. They research new records in your areas, enter them and keep the pipeline tidy, so your own people spend the day on claimants.
Beyond surplus funds
Work pre-foreclosures or buy property too? We shape the pipeline, fields and documents for those deals alongside your surplus funds cases, in the same account.
AI automation
We hand the repetitive steps to Ivy, the AI assistant in Surplus Funds: follow-up drafts, case summaries and a daily list of what needs doing. Your team approves what goes out.
Your tools, connected
A dialer, an inbox, accounting, documents or a spreadsheet the team lives in. We connect them to Surplus Funds so records flow both ways instead of being typed twice.
Built for teams
Control over who does what.
A role on every seat
Owner, admin or member. Seats, invites and team reports stay with owners and admins.
Every touch on the case
Calls, texts, emails and notes land on the case timeline, with who did it and when.
The whole team in view
Team activity and the leaderboard show calls, texts and stage moves by person.
Access ends when someone leaves
Remove a person and they are signed out on every device. Their cases stay with the firm.
How it works
From the first call to daily use.
- 1
A scoping call
We go through your team, your states and counties, and where the work slows down. You leave knowing what we would build and what we would not.
- 2
A written proposal
The scope, the timeline and the price for your setup, in writing. Nothing starts until you agree to it.
- 3
Build and handover
We build it, load your data and train your team, then keep adjusting it with you once it is in daily use.
Talk to us
Tell us what your firm needs.
Your team, your areas and what you want built. We aim to reply within one business day to set up a call.