Compare DirectMail2.0 vs. Surplus Funds in 2026

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Description

DirectMail2.0 maximizes omnichannel performance by integrating the latest mailing technology with real-time reporting and digital components to lift response by 25-50%. Our omnichannel ecosystem currently includes 15 features, all managed from a single dashboard that reports real-time campaign results, both offline and online.

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 No

API Access

Has API No

Screenshots View All

Screenshots View All

Integrations

Facebook Ads Yes

Gmail No

Google Ads Yes

Meta Ads Yes

Microsoft Outlook No

Tarevo Yes

Twilio Yes

Explore All 5 Integrations

Integrations

Facebook Ads No

Gmail Yes

Google Ads No

Meta Ads No

Microsoft Outlook Yes

Tarevo No

Twilio No

Explore All 2 Integrations

Pricing Details

$199/mo

Silver, Gold and Platinum licenses from $199 up to $499 per month. Does NOT include transaction fees per piece of mail sent. Price is dependent on license level, number of pieces mailed and services added to campaign.

Free Trial Yes

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