E-signatures for surplus funds
Signed before the mail truck leaves.
Send fee agreements for signature straight from the case. Track every signer in real time, with reminders that chase for you.
SignDeck: every document, its signers, and the full audit timeline, linked to the case it belongs to.
Ivy
Or just ask Ivy to send it.
One sentence and Ivy finds the case, generates the agreement, and queues it for signature. You confirm before it goes out.
The real flow, replayed: case found, PDF filled from case data, one confirmation, and the signing link is in the inbox.
Built into the CRM
Paperwork that moves at text speed.
From template to signed document without leaving the case.
Send from the case
Open a case, pick a template, and send for signature in clicks. The document is pre-filled with case data. No switching apps, no copy-paste, no uploading files.
Multi-signer support
Fee agreements often need both the claimant and your firm. Add multiple signers, set the signing order, and track who has signed and who has not.
Automatic reminders
The system sends reminders to signers who have not completed their signature. You set the frequency. No manual follow-up needed for unsigned documents.
Document templates
Save your fee agreement, third-party authorization, claim form, or any document as a reusable template. Merge fields pull case data automatically.
ESIGN Act compliant
Electronic signatures collected through the platform are legally binding under the federal ESIGN Act and UETA. Audit trails and certificates included.
Sign on any device
Signers receive an email link and can sign from their phone, tablet, or computer. No account creation required. Draw, type, or upload a signature.
Why built in
Cancel the DocuSign subscription.
Standalone e-sign tools do not know your cases. This one does.
DocuSign
- Separate subscription ($10-25/mo per user)
- No CRM integration with surplus funds data
- No case context when sending documents
PandaDoc
- Expensive for small teams ($19-49/mo)
- Overkill for surplus funds workflows
- Does not understand surplus funds document types
Print and mail
- Days to weeks for turnaround
- Postage and printing costs add up
- Documents get lost, damaged, or ignored
Surplus Funds List includes all of this:
E-signatures, answered.
Any document you upload as a template. Most surplus funds professionals send contingency fee agreements, third-party authorization forms, claim forms, and client intake documents. You can add merge fields that auto-fill with case data like the claimant name, property address, and surplus amount.
Yes. Electronic signatures collected through the platform comply with the federal ESIGN Act and the Uniform Electronic Transactions Act (UETA). Every signed document includes an audit trail with timestamps, IP addresses, and a certificate of completion.
Signers receive an email with a secure link. They click the link, review the document, and sign from any device. No account creation, no app download, no login required. The process takes most signers under two minutes.
Yes. Upload any PDF or document as a template. Add signature fields, date fields, initials, and text fields wherever you need them. Save the template once and reuse it across all your cases.
E-signatures are included with every paid Surplus Funds List plan starting at $99/mo. There is no per-document fee and no separate subscription. Send as many documents for signature as you need.
No. E-signatures are built directly into the Surplus Funds List CRM. You do not need DocuSign, PandaDoc, or any other third-party e-signature tool. Everything runs inside the same platform where you manage your cases.
More built-in features
Everything works together inside one surplus funds recovery platform.
Get the agreement signed today.
E-signatures included with every paid plan. No per-document fees. From $99/mo.