Stop losing deals to disorganization.
You finished the course. You know surplus funds recovery works. But spreadsheets, scattered tools, and manual skip tracing are killing your momentum. There is a better way.
Sound familiar?
Every day without a system is a day you are leaving money on the table.
Hours lost to county websites
You are spending 10+ hours a week pulling lists from county clerks, cross-referencing data in spreadsheets, and manually skip tracing leads that go nowhere.
Your software provider is your competitor
The platform you pay for also runs its own recovery firm. They see your leads, your claimants, your data. And they are working the same cases you are.
Paying for 5 tools that do not talk to each other
Separate subscriptions for leads, CRM, dialer, e-signatures, and skip tracing. None of them sync. You are copy-pasting between tabs all day.
One platform. Everything you need.
Leads, CRM, dialer, e-signatures, and AI. All built for surplus funds. All in one login.
Nationwide Leads Database
Stop pulling lists manually.
Skip-traced, DNC-scrubbed leads from tax sales, foreclosures, and mortgage overages across 47+ states. Updated regularly. Ready to call the moment you log in.
Built-in Power Dialer + SMS
Contact 3x more claimants per day.
Click-to-call with full case context on screen. Call recording, voicemail drops, and SMS campaigns with templates. No switching apps, no copying numbers.
Native E-Signatures
Close deals without leaving the CRM.
Send fee agreements for electronic signature directly from the case. Track signing status in real time. Completed documents are stored with the case automatically.
Ivy AI Assistant
Work smarter, not harder.
Ivy drafts outreach letters tailored to each lead, answers compliance questions by state, summarizes case histories, and delivers daily briefings so you know exactly what to focus on.
CRM Pipeline + Team Leaderboard
See every deal at a glance.
Visual kanban pipeline, case dossiers with full contact history, task tracking, and a real-time team leaderboard. Know who is calling, who is closing, and where every case stands.
Zero Conflict of Interest
Your leads stay yours. Period.
We are strictly a technology company. We do not recover funds, we do not chase leads, and we will never contact your claimants. Your business is yours.
Replace your entire tool stack
Most recovery professionals are paying $300-1,000/mo for tools that do not even work together.
Pick a plan. Start today.
No hidden fees. No long-term contracts. Cancel anytime.
Your next deal is waiting.
Every week without a system is leads going cold, claimants signing with someone else, and deals slipping through the cracks.
The professionals closing $10K-$100K+ deals are not using spreadsheets. They are using a system built for this business.
Get Started NowNo contracts · Cancel anytime · From $99/mo