Email outreach for surplus funds
Email that knows the case.
Send and receive claimant email inside the CRM. Replies thread back to the case, and every message lands on the timeline.
The email suite: case-grouped threads on the left, the full conversation with delivery status and attachments in the middle, and the case card on the right.
How it works
Three steps. Then it’s just email.
Connect the inbox you already use, pick a template, and send without leaving the case.
Step 01
Connect the inbox you already use
Link Gmail or Outlook in a couple of minutes. Your address, your domain, your sender reputation.
Step 02
Pick a template
Merge tags fill the claimant, property, and amount from the case. Or describe the email and Ivy drafts it for you.
Step 03
Send from the case
One click and it goes out. Delivery and opens are tracked, and the reply threads back to the same case.
Write with Ivy
Describe the email. Ivy drafts it.
One line in the template editor and Ivy writes the subject and body with your merge tags in place. You review, then save.
The same template editor as the app: Ivy fills the subject and body, names the template, and leaves the send to you.
Built into the CRM
Email, finally tied to the case.
Every send, reply, and bounce lives on the case timeline. No more copy-pasting between Gmail and a spreadsheet.
Email from the case
Open a case and send an email in seconds with full context on screen. The message is tied to the case; every reply threads back on the same case timeline beside calls, texts, and documents.
Threaded replies
Incoming replies from claimants pin to the original case automatically. No hunting through a separate inbox. Read, reply, and move on without losing the thread.
Templates with merge fields
Save your best outreach emails as templates, or describe one and Ivy drafts the subject and body for you. Merge fields auto-fill claimant name, surplus amount, county, and any case field.
Full email history
Every email sent and received is logged on the case in chronological order. Onboard a new team member and they have the full conversation context for every case in one view.
Why built in
Your inbox does not know your pipeline.
Separate inboxes lose the case. Built-in email keeps the whole conversation where the work happens.
Gmail / Outlook alone
- Conversations not linked to cases
- No merge fields for claimant data
- Manual copy-paste between inbox and CRM
CRM with email bolted on
- Generic templates not built for surplus funds
- Thread view ignores case context
- No integration with calls, SMS, or e-sign
Separate inbox tabs
- Context switching kills follow-up speed
- Replies easy to miss when they hit the wrong inbox
- Team handoffs lose the conversation
Surplus Funds List includes all of this:
Email for surplus funds, answered.
Open any case and click the envelope icon to compose an email. The recipient, subject, and merge data are pre-filled from the case. Incoming replies thread back to the same case automatically, so you never have to hunt through a separate inbox for a claimant response.
Yes. Every incoming reply is captured and pinned to the case the original email was sent from. You do not need to check a separate inbox. All email activity appears on the case timeline beside calls, SMS, documents, and notes.
Yes. Save any outbound email as a template for reuse. Templates support merge fields that auto-fill with case data (claimant name, surplus amount, county, sale date, and custom fields). Build a library of proven outreach emails and reuse them across sends.
Emails are sent from your configured domain with SPF, DKIM, and DMARC set up on initial onboarding. Bounces are tracked so you can keep your sender reputation healthy. You control the sending domain, so there are no shared IP surprises.
Ivy summarizes long case timelines and surfaces case context so you can write a personalized email faster. AI-assisted email drafting is on the roadmap. Either way, every send is yours. Ivy never sends on its own.
You can send from a custom domain you own ([email protected]). Setup takes a few minutes on the first configuration and is guided in-app. You can also use an SFL-hosted address if you prefer not to set up a domain right away.
More built-in features
Everything works together inside one surplus funds recovery platform.
Put your inbox on the case.
Email outreach is included with every paid plan. From $99/mo.