Concierge
Premium160 hours / month
Includes
- Surplus Funds Trained VA
- About 160 Hours a Month of Assistant Time, Counted per Billing Period
- Free CRM Access
- Activity on Every Case, and Hours Statements on Request
- Assigned Account Manager
- 200 Skip Traces / month
- 200 Property Searches / month
We aim to assign your VA within 3 to 5 working days.
Compare plans
Three tiers built around how much VA time your operation needs.
Need more hours, multiple VAs, or a custom workflow? Talk to us
Other plans
Questions? Answers.
Your VA can pull county surplus lists, skip trace property owners, make outreach calls, send follow-up letters and emails, enter data into your CRM, and prepare claim paperwork. They are trained specifically in surplus funds recovery workflows.
We aim to assign your VA within 3 to 5 working days after you subscribe. You will receive your assigned VA's profile, and you can message your assistants in the app.
Essential is about 40 hours a month of assistant time on your account, counted per billing period, best for delegating focused tasks. Pro is about 80 hours a month, counted per billing period, and includes free CRM access. Concierge is about 160 hours a month, counted per billing period, with CRM access and an assigned account manager.
Pro and Concierge include free Surplus Funds CRM access for you and your VA. Essential does not include CRM access, you can add it any time at $99/mo or upgrade to Pro to bundle it in.
Yes. You can switch between plans at any time. Changes take effect at the start of your next billing cycle.
On Pro and Concierge, everything your VA does happens inside your own Surplus Funds account, so you see it as it happens: calls, texts, emails and notes on each case, plus team activity and the leaderboard. Hours statements are available on request on every plan.
If your operation needs more than about 160 hours a month of assistant time, multiple VAs, or a custom workflow, contact us and we will build a plan around your needs. The Concierge tier is the highest standard package; anything beyond that is custom.
Yes. Many recovery professionals expand from surplus funds into broader unclaimed funds and unclaimed property work. Your VA can pull state unclaimed property records, skip trace owners, and handle outreach for both surplus funds and unclaimed funds leads using the same CRM workflow.