Direct mail for surplus funds
The letter that lands when calls don’t.
Send surplus claim letters straight from the case. Printed, stamped, and mailed for you, then tracked to the mailbox.
Mailroom: every letter, its mailing address, and the full delivery timeline, linked to the case it belongs to.
Built into the CRM
From template to mailbox, without leaving the case.
Pick a letter, and it prints, mails, and tracks itself.
Send from the case
Open a case, pick a letter template, and mail it in clicks. The letter is pre-filled with the claimant name, property address, and surplus amount. No mail-merge, no printer, no trip to the post office.
Printed and mailed for you
We print your letter in full color on real paper, fold it, stuff the envelope, apply first-class postage, and drop it in the mail. You never touch a printer or a stamp.
Tracked to the mailbox
Every letter carries USPS tracking. Watch it move from printed to accepted to in transit to delivered, with each step recorded on the case timeline automatically.
Reusable letter templates
Save your surplus claim notice, recovery agreement, and follow-up letters as templates. Merge fields pull case data automatically, so every letter is personalized without retyping.
Mail to skip-traced addresses
Letters go to the verified mailing address already on the case from skip tracing. Returned and undeliverable mail is flagged so you can re-trace and try again.
Reach the ones calls miss
Many claimants ignore calls and texts from unknown numbers but open their mail. A printed letter builds trust, creates a paper trail, and reaches homeowners other channels never will.
Why built in
Put the printer and the stamps away.
Standalone mail tools do not know your cases. This one does.
Post office runs
- Print, fold, stuff, and stamp every letter by hand
- Hours lost driving to the post office
- No tracking once it leaves your hands
Lob / Click2Mail
- Separate account and per-piece billing
- No CRM or surplus funds case context
- Built for developers, not recovery pros
Word mail-merge
- Manual merge, manual printing, manual mailing
- No delivery tracking or case timeline
- Nothing recorded back on the claimant record
Surplus Funds List includes all of this:
Direct mail, answered.
Any letter you save as a template. Most surplus funds professionals mail surplus claim notices, contingency recovery agreements, third-party authorization letters, and follow-up notices. Merge fields auto-fill each letter with case data like the claimant name, property address, and surplus amount.
When you send a letter, it is merged with the case data, professionally printed in full color, folded, inserted into a window envelope, stamped with first-class postage, and dropped in the mail for you. You never print a page or buy a stamp. Most letters enter the mail stream within one business day.
Yes. Every letter carries USPS tracking. The status moves from printed to accepted by the carrier to in transit to delivered, and each step is recorded on the case timeline automatically. If a letter is returned or undeliverable, it is flagged so you can re-trace the address.
Many claimants, especially older homeowners, ignore calls and texts from numbers they do not recognize but still open their mail. A printed letter on real letterhead builds trust, creates a paper trail for your outreach, and reaches people the other channels never will. The recovery pros who win use every channel, and mail is often the one that lands.
Yes. Upload your own letter design or letterhead, add merge fields wherever you need case data, and save it as a reusable template. Every letter you mail after that pulls the case data automatically and matches your branding.
Mailroom is included in the Surplus Funds List platform starting at $99/mo, and letters are billed per piece at cost, covering printing and first-class postage. There is no separate mail service subscription and no minimum volume. Mail one letter or a thousand.
More built-in features
Everything works together inside one surplus funds recovery platform.
Get a letter in the mail today.
Direct mail built into the CRM. No printer, no stamps, no post office. From $99/mo plus postage.