Skip tracing for surplus funds
Skip tracing for surplus funds. Find the owner, the heirs, the numbers.
Search a property address or a name and get the owner's phone numbers, emails, address history, relatives and associates, every number checked against the Do Not Call list, saved straight to the surplus funds case.
The address goes in, the records are read, and the owner comes back: every number tagged and checked against the Do Not Call list, the emails, the addresses, and the relatives with numbers of their own.
Built into the CRM
From name to phone call in seconds.
Trace a lead, see the numbers, click to call. All without leaving the case.
Trace your own leads
Leads from our database come already skip traced. Bring your own and look them up in a click. Phone, email, and mailing address returned on each case.
Phone number lookup
Direct phone numbers for property owners owed surplus funds, each tagged mobile or landline, connected or disconnected, clean or on the federal Do Not Call list before you dial.
Email and address
Pull email addresses and current mailing addresses in the same request. One skip trace gives you every contact method you need to reach a claimant.
Results on the case
Push the result to a case and the new numbers, emails and relatives land on the contact card marked NEW, with Check DNC and Re-skip trace one click away. Click to call or text from there.
Real-time processing
Results return in seconds, not hours. Skip trace a lead the moment you need it, right before a call or while you work other cases.
One trace, the whole household
A single trace returns the person plus their relatives and associates, each with their own phone numbers and emails. No per-relative charges, no separate subscription, no minimum commitment.
Relatives and heirs
When the owner is gone, the family is one click away.
Half of surplus funds cases end with a relative. The result lists the possible spouse, children and associates with their own numbers, and Trace pulls a full record for any of them for one credit.
The owner's record: addresses with deliverability, every phone tagged mobile or landline, connected or disconnected, clean or DNC, the record indicators, and the possible relatives with their own numbers.
On the case
Push to Case, then call.
The numbers, emails and relatives land on the surplus funds case marked NEW, the Do Not Call list has already been checked, and every number is one click from a call or a text.
The case right after a trace: the banner counts what was added, the new numbers carry NEW, and the one on the federal Do Not Call list carries DNC so nobody dials it.
Pay as you go
Credits, not contracts.
Buy traces in packs and use them whenever. Searches that return nothing refund their credit automatically.
50 traces
$0.25 per trace
200 traces
$0.225 per trace, Popular
500 traces
$0.20 per trace, Best value
Pack prices from the in-app purchase screen. Database leads come already skip traced at no extra cost.
Why built in
Skip the standalone skip tracer.
Standalone skip trace tools
- No CRM integration
- Manual data export/import
- No case context when calling
Generic skip trace APIs
- Not trained on surplus funds data
- Requires technical setup
- Results not stored on your cases
Manual research
- Hours per lead
- Inconsistent results
- Cannot scale past a few cases per day
Surplus Funds includes all of this:
Screenshot
One plan.
Every tool.
Twelve tools for surplus funds recovery in one workspace, instead of a subscription for each.
Starting from
Starting from 99 dollars a month
Includes
- CRM & Pipeline
- Power Dialer
- SMS Campaigns
- Email Outreach
- Direct Mail
- E-Signatures
- Meeting Scheduling
- Website Forms
- AI Assistant
- Property Research
- Skip Tracing
- Team Leaderboard
Month to month, cancel anytime. Calls, texts, postage, skip traces and property searches are paid as you use them.
Skip tracing, answered.
Skip tracing is the process of finding current contact information for a person. In surplus funds recovery, it means looking up phone numbers, email addresses, and mailing addresses for property owners who are owed money from tax sales or foreclosures. The term comes from "skipping" town, and tracing where they went.
Leads from our nationwide database come already skip traced, so there is nothing extra to do. When you bring your own leads, select a case, click skip trace, and the system returns phone numbers, emails, and addresses directly on the case within seconds.
Accuracy depends on the age and quality of public records for each individual. Most traces return at least one valid phone number or email. The system provides confidence scores so you can prioritize the most reliable contact methods first.
If you use leads from our nationwide database, they come already skip traced at no extra cost. The built-in skip tracing is for when you bring your own leads: look up phone numbers, emails, and addresses for up to 50 people for just $8. No separate subscription or per-seat fee.
More built-in features
Everything works together inside one surplus funds recovery platform.
Stop hunting for phone numbers.
Skip tracing is built into every paid plan. Up to 50 lookups for $8.