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Description
BatchData stands out as a premier source of precise and extensive information regarding properties, homeowners, and contacts, providing essential data solutions across various sectors engaged in the real estate domain.
By integrating diverse data sets such as property details, mortgage records, listings, foreclosure statuses, valuations, ownership histories, demographics, and contact information into a unified platform, BatchData enables businesses to simplify vendor management, reduce expenses, enhance decision-making, and optimize their operations.
Additionally, BatchData supports multiple delivery formats, including bulk data transfers, specialized APIs, and self-service tools for list creation, all designed to boost lead generation initiatives, enhance websites and applications, and enrich existing record systems, ultimately driving greater business efficiency and effectiveness. This comprehensive approach not only caters to immediate data needs but also positions businesses for long-term success in the competitive real estate landscape.
Description
Surplus Funds is a cloud-based CRM and lead research tool designed for professionals engaged in reclaiming excess proceeds from tax sales, foreclosure auctions, and mortgage overages. This platform integrates a variety of features, including case management, contact records, recovery pipelines, task management, and document handling, along with skip-traced claimant information, property analysis, a power dialer, SMS, email outreach, direct mail letters, and electronic signatures. Additionally, its Ivy AI assistant is capable of drafting communications for claimants and preparing claim documents while also providing summaries of case records. Users have the flexibility to utilize their own leads or incorporate selected-state or nationwide lead data, with the nationwide plans encompassing 47 states. The web application is further enhanced by dedicated apps for both iPhone and Android devices, and it seamlessly integrates with Gmail and Outlook for case-related email correspondence. This service is particularly suited for independent recovery agents, small teams, and larger firms looking to streamline their operations. While the surplus amounts displayed are estimates, it is crucial for users to verify these figures with the appropriate county or court for accuracy. Ultimately, Surplus Funds offers a comprehensive solution that empowers recovery professionals to maximize their efficiency and effectiveness.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Amazon S3
Yes
Azure Application Gateway
Yes
Gmail
No
Google Drive
Yes
Microsoft Outlook
No
Integrations
Amazon S3
No
Azure Application Gateway
No
Gmail
Yes
Google Drive
No
Microsoft Outlook
Yes
Pricing Details
Volume-Based Pricing
Tailor your solution with BatchData. Customizable pricing packages crafted to meet your business objectives ensure a strategic advantage and cost-efficiency for any scale of operation.
Free Trial
No
Free Version
No
Pricing Details
$99/month
The CRM Only plan costs $99/month and includes one seat. Starter starts at $229/month and includes two seats; Nationwide costs $499/month and includes three seats; Reserve costs $1,299/month and includes five seats and 40 hours/month of virtual-assistant time. Annual billing is available at 20% savings. The first three plans charge $40/month for each additional seat. There is no setup fee or long-term contract. Calls, texts, postage, skip-tracing and property-research credits, and Ivy AI use beyond plan allocations may incur additional charges.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BatchService
Founded
2018
Country
United States
Website
batchdata.com
Vendor Details
Company Name
Excess Quest
Founded
2019
Country
United States
Website
surplusfundslist.com
Product Features
Address Verification
Address Validation
Yes
Autocomplete
Yes
Automatic Formatting
Yes
Data Cleansing
Yes
Data Discovery
Yes
Data Quality Control
Yes
Data Verification
Yes
Geographic Maps
Yes
Geolocation
Yes
Metadata Management
Yes
Reporting / Analytics
Yes
Search / Filter
Yes
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Alternatives
Alternatives
No Alternatives
