Skip Tracing for Surplus Funds
Find every claimant. Contact them faster.
Built-in skip tracing returns phone numbers, email addresses, and mailing addresses for surplus funds leads. Batch process hundreds of cases at once. Results land directly on the case in your CRM.
Built into the CRM
Skip tracing that works where you work.
No separate tool. No exporting data. Surplus funds skip tracing from your pipeline, call from the result.
Batch skip tracing
Skip trace hundreds of surplus funds leads at once. Select a list, click skip trace, and results populate on each case automatically. No manual lookups.
Phone number lookup
Get direct phone numbers for property owners owed surplus funds. Mobile, landline, and VOIP numbers returned with confidence scores.
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
Skip trace results are stored directly on the case in your CRM. No exporting, no spreadsheets, no copy-paste. Click to call or text from the result.
Real-time processing
Results return in seconds, not hours. Skip trace a single lead before a call or batch process an entire county list while you handle other work.
Pay-per-trace credits
Only pay for successful traces. Credits are included with your plan and additional credits are available at volume pricing. No minimum commitments.
Why built-in beats standalone.
Other tools make you export, import, and switch tabs. Surplus funds skip tracing lives inside your pipeline.
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
- No DNC scrubbing included
Manual research
- Hours per lead
- Inconsistent results
- Cannot scale past a few cases per day
Surplus Funds List includes all of this:
Skip tracing for surplus funds, answered.
What is skip tracing?
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.
How does skip tracing work in Surplus Funds List?
Select one or more cases in your pipeline, click skip trace, and the system returns phone numbers, emails, and addresses directly on each case. You can skip trace a single lead before making a call, or batch process an entire county list at once. Results appear on the case within seconds.
How accurate is the skip tracing?
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.
How much does skip tracing cost?
Skip trace credits are included with every paid plan. Additional credits are available at volume pricing. You only pay for successful traces that return results. There is no separate subscription or per-seat fee for skip tracing.
Can I skip trace leads in bulk?
Yes. Select multiple cases from your pipeline or a filtered list and click skip trace. The system processes them in batch and populates results on each case as they come in. There is no limit on batch size beyond your available credits.
Is the data DNC scrubbed?
Yes. Phone numbers are automatically checked against the National Do Not Call Registry. Numbers on the DNC list are flagged so you can make informed decisions about how to reach each claimant and stay compliant with federal regulations.
More built-in features
Everything works together inside one surplus funds recovery platform.
Skip trace from your surplus funds pipeline.
Built into every paid plan. No separate tool, no extra subscription. From $99/mo.