Surplus funds app for iPhone, iPad and Android
Run surplus funds recovery from your phone.
A claimant rarely calls back while you are sitting at a desk. The Surplus Funds app puts the dialer, the message thread and the claim paperwork in your pocket, filed against the same surplus funds case your team is looking at.
Free with any Surplus Funds plan. No separate app charge.
The whole surplus funds CRM, on a phone.
Not a companion app that shows you a list of leads. The same workspace you use for tax overage and foreclosure surplus recovery, shaped for a phone.
Call claimants from the case
Place and take calls through your workspace number, with the surplus amount and county in front of you. Recordings and outcomes land on the case before you have put the phone down.
Texts and email in one thread
Answer a claimant from wherever you are. Every message is filed against the surplus funds case, so whoever is at the desk sees it too.
Know the moment a claimant replies
A push when a claimant texts back, when a document is signed, or when a task falls due. On a surplus funds lead the first call usually decides the case.
Send the recovery agreement
Generate the claim paperwork and send it for e-signature from the car park. Track it through to signed without opening a laptop.
Your whole surplus funds pipeline
Search and filter leads by county, state or excess proceeds, and move cases through your stages. Notes, contacts, documents and history, the same as on the web.
Face ID and Touch ID
Sign in with your face or a fingerprint. Your session is tied to the device and you can end it from any other one.
Get the Surplus Funds app.
Sign in with the account you already have. Every case, contact and document is where you left it.