Features

Surplus Funds Recovery Software Features

One platform replaces ten tools. CRM, leads, skip tracing, dialer, e-signatures, SMS, and AI. Built for surplus funds recovery from day one.

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CRM Pipeline

Purpose-built case management

Drag-and-drop pipeline, activity timeline, document storage, and team collaboration. Every field is designed for surplus funds recovery. Not a generic CRM adapted.

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Leads Database

Tax sale excess proceeds & surplus leads

Skip-traced leads from tax sale overages, foreclosure excess proceeds, and surplus funds across 47 states. Search by state, county, or amount.

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Skip Tracing

Find every claimant

Built-in skip tracing returns phone numbers, email addresses, and mailing addresses. Batch process hundreds of leads. Results land on the case.

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Power Dialer

Call faster, close more

Click-to-call with recording, voicemail drop, and full case context on screen. No separate dialer subscription.

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E-Signatures

Send. Sign. Done.

Send fee agreements and claim forms for electronic signature from the case. Multi-signer, auto reminders, ESIGN compliant. No DocuSign needed.

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SMS Campaigns

Reach claimants where they respond

Text claimants from the CRM individually or in bulk. Templates, delivery tracking, DNC scrubbing, and TCPA compliance built in.

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Email Outreach

Claimant emails that know the case

Send and receive claimant emails from the case. Threaded replies pin automatically, templates merge surplus-funds data, full history beside calls and texts.

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Ivy AI Assistant

AI built for surplus funds

Morning briefings, outreach drafts, case summaries, and one-click document sending. Trained on surplus funds terminology.

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Property Search

Owner, equity, and distress data

Look up any U.S. property by address. See owners, equity, open loans, liens, pre-foreclosure, and tax delinquent flags. Push to a case in one click.

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Team Chat

Your team, one conversation

Direct messages, group spaces, and case discussions built into the CRM. No Slack or Teams subscription needed.

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Ready to get started?

All features. One login. One bill. From $99/mo.

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No contracts · Cancel anytime · From $99/mo