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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Unmatched scope – Access detailed results at both the county and global levels with ease. Premonition’s reach surpasses that of LexisNexis, Thomson Reuters, and Bloomberg combined. Limitless detail – Filter by venue, case type, judge, attorney, specific docket entries (like trial set dates), or keywords within documents. Data can be imported in API or CSV format directly into Salesforce or your CRM, eliminating the tedious cut-and-paste tasks required by competitors. Enhanced filtering – There’s no need to employ people to sift through court documents; our system can process 50,000 pages in less than a second. Acquire precisely the information you require and only incur costs for what you actually use. Discover the attorneys and legal cases that align best with your investment criteria weeks ahead of traditional lead services. With automated court monitoring for individuals or entities of interest, the efficiency of thousands of agents is replicated through automation, streamlining the process significantly. This allows for a more proactive approach in identifying valuable legal opportunities.

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

Gmail No 
Microsoft Outlook No 

Integrations

Gmail Yes 
Microsoft Outlook Yes 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) No 
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) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Premonition

Founded

2014

Country

United States

Website

premonition.ai/

Vendor Details

Company Name

Excess Quest

Founded

2019

Country

United States

Website

surplusfundslist.com

Product Features

Legal Research

AI / Machine Learning No 
Annotations No 
Brief Analytics No 
Case Alerts No 
Case Law Research No 
Change Tracking No 
Data Visualization No 
Filtering No 
Query Suggestions No 
Search History No 
Self-Service Search No 
Statutes Research No 
Tax Law Research No 
Third-Party Analysis Integration No 

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 

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