SMS Campaigns for Surplus Funds
Reach claimants where they respond.
Send texts to surplus funds claimants directly from the CRM. Individual messages or bulk campaigns. Responses land on the case timeline. DNC scrubbing and opt-out handling built in.
Built into the CRM
SMS that knows the case.
Every text is tied to a case with full context. No separate messaging tool.
Text from the case
Open a case and send a text in seconds. The message is tied to the case with full context. Responses appear on the case timeline alongside calls and documents.
Bulk SMS campaigns
Select a list of leads and send a campaign to all of them at once. Personalize messages with merge fields for claimant name, surplus amount, and county.
Text templates
Save your best-performing outreach messages as templates. Use them for one-off texts or bulk campaigns. Merge fields auto-fill with case data.
Delivery tracking
See which messages were delivered, which failed, and who responded. Track campaign performance to refine your outreach over time.
TCPA compliant
DNC scrubbing, opt-out handling, and compliance features built in. The system respects do-not-call lists and processes opt-out requests automatically.
Full conversation history
Every text sent and received is logged on the case timeline. See the entire conversation alongside calls, documents, and notes in one place.
Why built-in SMS wins.
Standalone tools lose the case context. Built-in SMS keeps everything connected.
Separate SMS tools
- No CRM integration or case context
- Manual contact list management
- Conversations not tied to cases
Email only outreach
- Lower open rates than SMS
- Slower response times
- Many claimants do not check email regularly
Calling only
- Some claimants prefer text over calls
- Cannot reach as many leads per hour
- No written record of the conversation
Surplus Funds List includes all of this:
SMS for surplus funds, answered.
How does SMS work in Surplus Funds List?
Open any case and click the text icon to compose a message. You can also select multiple cases and run a bulk campaign. Messages are sent from your assigned phone number, which is the same number used for outbound calls. Responses appear on the case timeline.
Can I send bulk SMS campaigns?
Yes. Filter your pipeline to build a list of leads, then send a campaign to all of them at once. Use merge fields to personalize each message with the claimant name, surplus amount, county, or any other case data.
Is it TCPA compliant?
Yes. The platform includes DNC scrubbing to check phone numbers against the National Do Not Call Registry. Opt-out requests (STOP replies) are processed automatically and the contact is flagged so you do not message them again.
How much does each text cost?
SMS is billed at per-message rates on top of your subscription. Rates vary by volume. Inbound messages (responses) are also billed. Check the pricing page for current per-message rates.
Can I use text templates?
Yes. Save any message as a template for reuse. Templates support merge fields that auto-fill with case data when sent. Build a library of proven outreach messages and use them across individual texts and bulk campaigns.
Are text conversations saved?
Yes. Every message sent and received is logged on the case timeline in chronological order alongside calls, documents, and notes. You can see the full conversation history for any case at any time.
More built-in features
Everything works together inside one surplus funds recovery platform.
Text your surplus funds leads from the CRM.
SMS included with every paid plan. Per-message billing, no separate subscription. From $99/mo.