AI for Surplus Funds Recovery
The AI assistant built for surplus funds recovery.
Ivy is trained on surplus funds terminology and built into the Surplus Funds List CRM. Morning briefings, outreach drafts, case summaries, and one-click document sending. Purpose-built for recovery professionals, not a general-purpose chatbot.
Meet Ivy, Your AI Assistant
Ivy gives you a complete daily briefing of everything you did, who responded, and what needs follow-up. No more checking notes separately.
- Karen Mitchell (Fulton County) said she's ready to proceed. Follow up with paperwork.
- Positive text from James Wilson: "Yes, send the documents please."
- Recovery Agreement signed by Maria Lopez, $12,500 surplus.
- 2 missed calls to return: David Chen, Lisa Park.
Trained on surplus funds
Six ways Ivy speeds up surplus funds recovery.
Not a generic chatbot. Every task is tuned for the surplus funds pipeline.
Morning briefings
Start each day with a one-screen recap of last night's activity. New calls, new texts, case updates, and what needs attention before noon. No digging through tabs.
Draft outreach letters
Tell Ivy which case and what tone. She writes a personalized recovery letter citing the actual surplus amount, county, and sale date, ready to send by mail or email.
Send paperwork
Set up your templates once. Ivy helps you send fee agreements, claim forms, or any saved document to a case in just a few clicks. No copy-paste, no formatting, no leaving the CRM.
Case summaries
Pull up any case and ask Ivy "what's the status?" You get a clean timeline of every call, text, document, and next step in seconds. No scrolling required.
Draft text follow-ups
Ask Ivy to write a short, friendly text for a claimant about a next step. She matches the tone of your pipeline and pulls in the case context automatically.
Lead prioritization
Ivy reads your pipeline and flags the cases most likely to close this week based on engagement signals across calls, texts, and document activity.
Your surplus funds data stays yours.
Ivy reads the surplus funds case you ask about to give better answers. Beyond that, your cases, calls, and documents stay yours alone.
Never trains models
Your case data is never used to train underlying models or shared with any model provider for improvement.
Never shared
Your data is isolated to your organization. It is never shared with other accounts or sold to third parties.
Private by default
Only people you invite to your workspace can see your cases, call logs, documents, and Ivy conversations.
Yours to delete
Request deletion of your data at any time. See our Privacy Policy for the full list of data rights.
AI for surplus funds recovery, answered.
What is Ivy AI?
Ivy is the AI assistant built directly into the Surplus Funds List CRM. She understands surplus funds terminology and recovery workflows. Think of her as a teammate available 24/7, inside the same tool where you run your pipeline.
How is Ivy different from ChatGPT?
ChatGPT is a general-purpose assistant. It does not know what a surplus funds fee agreement looks like, does not understand your pipeline, and cannot take action on your cases. Ivy is built specifically for surplus funds recovery and operates inside your CRM, so she can read case data, reference the actual surplus amount and county, and help you move work forward in a few clicks.
How many Ivy credits do I get?
Every paid plan includes monthly Ivy credits. The Starter plan includes 100 credits per month. The Nationwide plan includes 300 credits per month. Each action (draft a letter, summarize a case, answer a question) consumes credits based on complexity. Unused credits do not roll over.
Can Ivy read my case data?
Yes. When you ask Ivy about a case, she can pull the contact information, call history, text history, documents, and notes from that case to give a more relevant response. She never shares your data with other accounts and never uses your data to train underlying models.
Does Ivy work on mobile?
Yes. Ivy runs inside the Surplus Funds List web app, which works on desktop, laptop, tablet, and phone. You can ask Ivy for a case summary from your phone between calls, draft an outreach letter from a tablet, or send a document from your laptop at the office.
Do I need to learn prompting?
No. Ivy is designed to answer natural questions like "summarize this case" or "draft an outreach letter for Sarah Mitchell". You do not need to know anything about AI or prompting. Just ask.
Put AI to work on your surplus funds pipeline.
Ivy ships with every paid Surplus Funds List plan. Starter includes 100 Ivy credits per month. Nationwide includes 300.