One platform, twelve tools

Surplus funds recovery software features.

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

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CRM Pipeline

Case management that speaks surplus funds

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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Direct Mail

The letter that lands when calls don’t

Print and mail surplus claim letters straight from the case. Merged with case data, printed, stamped, and mailed for you, then tracked to the mailbox.

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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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Desk

The front office, one screen

Booking links with SMS reminders, embeddable website forms, a four-column task board, and a realtime team sticky board. Inbound work lands in one place.

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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