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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

USAgentLeads offers a comprehensive database of contact information for real estate agents and brokerages tailored for businesses looking to market to or recruit U.S. professionals in the real estate sector. Customers can easily browse through directories or acquire detailed contact lists for specific counties, states, or nationwide coverage through one-time CSV downloads. The pricing for county packages begins at $29, while state packages start at $99; these agent records come with phone numbers and email addresses when available. Additionally, users can access a complimentary sample of 500 agent contacts without needing to create an account, and the CSV files can seamlessly integrate with spreadsheets, CRM systems, and outreach platforms. For those who require more advanced functionality, a paid REST API is available for programmatic access to agent records. Free tools in the browser assist with campaign planning and email reviews, as well as domain authentication checks and brokerage recruiting computations. These records are sourced from publicly available licensing information, making the service a valuable resource for marketing agencies, software and PropTech enterprises, mortgage and title companies, brokerages, coaches, and various organizations aiming to connect with U.S. real estate agents. This extensive support ensures that users have the necessary resources to succeed in their outreach efforts.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Apollo No 
Close No 
Gmail Yes 
Google Sheets No 
HubSpot CRM No 
Instantly No 
Mailchimp No 
Microsoft Outlook Yes 
Outreach No 
Pipedrive No 
Salesforce No 
Salesloft No 
SendGrid No 
Smartlead.ai No 

Integrations

Apollo Yes 
Close Yes 
Gmail No 
Google Sheets Yes 
HubSpot CRM Yes 
Instantly Yes 
Mailchimp Yes 
Microsoft Outlook No 
Outreach Yes 
Pipedrive Yes 
Salesforce Yes 
Salesloft Yes 
SendGrid Yes 
Smartlead.ai Yes 

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 

Pricing Details

County CSV packages start at $29 one-time, and state packages are $99 one-time. The homepage and FAQ list the full 50-state database at $399 one-time; the Pro API is $79/month and includes 10,000 requests per month.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook 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 

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

Types of Training

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

Vendor Details

Company Name

Excess Quest

Founded

2019

Country

United States

Website

surplusfundslist.com

Vendor Details

Company Name

USAgentLeads

Website

www.usagentleads.com

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 

Product Features

Alternatives

No Alternatives

Alternatives