Email Outreach for Surplus Funds
Claimant emails that know the case.
Send and receive claimant emails directly from the CRM. Threaded replies pin to the case, templates merge surplus-funds data, and every message lands on the case timeline. No separate inbox to babysit.
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. Merge fields auto-fill claimant name, surplus amount, county, sale date, and any case field. Reuse across sends without retyping.
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 case-linked email wins.
Standalone inboxes lose the case. Standalone ESPs lose the reply. Built-in email keeps everything connected.
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:
Ivy drafts the first email for you.
Ivy reads the full case context — surplus amount, county, claimant details — and drafts the opening outreach email you can edit and send. She also summarizes long case timelines on demand. Reply-aware drafting is the next step on her roadmap.
Learn about IvyEmail for surplus funds, answered.
How does email work in Surplus Funds List?
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.
Do replies show up in the CRM?
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.
Can I use email templates?
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.
What about deliverability?
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 — no shared IP surprises.
Is Ivy AI integrated with email?
Ivy already drafts outreach emails from scratch and summarizes long case timelines on demand. Drafts land in your composer where you can edit before sending. Reply-specific drafting that reads the inbound thread is on the roadmap next. Every AI-assisted send is still yours — Ivy never sends on its own.
Can I use my own inbox address?
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.
Send claimant emails from the case.
Email included with every paid plan. Threads pin automatically, templates merge case data, every reply lives on the case. From $99/mo.