Surplus Funds List

CRM for Surplus Funds Recovery

Only for iPhone

Free

iPhone

Surplus Funds Leads, CRM, dialer, e-signatures, and Ivy AI in one platform. Built with support from leading surplus funds coaches and industry experts Surplus Funds List is the all-in-one CRM built for surplus funds and excess proceeds recovery professionals. Track every case from lead to payout. Dial claimants directly from the app. Send documents for e-signature. Manage your team, your pipeline, and your revenue, all from one premium workspace designed for the way recovery pros actually work. WHAT YOU CAN DO Pipeline & Cases • Track surplus funds cases through every stage: new leads, contacted, docs sent, signed, claim filed, paid • Property details, claimant contacts, and case notes in one place • Filter by county, status, value, or date Built-in Dialer • Tap to call claimants directly from any case • Power dialer for high-volume outreach • Call notes auto-saved to the case timeline Messaging • Send SMS to claimants from your dedicated business number • Templates for common follow-ups • Full conversation history per case Documents & E-Sign • Send retainers and claim packets for signature • Track who has viewed, signed, or declined • All signed documents stored with the case Team Collaboration • Channels for leads, wins, compliance, and county updates • Direct messages with teammates • Activity feed for the whole organization Ivy AI Assistant • Ask Ivy to draft messages, summarize cases, or pull pipeline stats • Trained on surplus funds workflows Email • Connect your Gmail or Outlook to send and receive from your work address • Email threads attached to the right case automatically WHO THIS IS FOR Surplus funds recovery agents, excess proceeds investigators, foreclosure overage specialists, tax sale overage recovery firms, and small recovery teams who need a real CRM instead of spreadsheets. WHY SURPLUS FUNDS LIST Built by people who know the work. Every feature exists because recovery pros asked for it. No bloat, no abandoned tabs, no learning curve. ACCOUNT REQUIRED A Surplus Funds List subscription is required to use this app. Sign up at surplusfundslist.com.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

The developer, EXCESS QUEST LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contact Info
    • Identifiers
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • EXCESS QUEST LTD
Size
  • 11.3 MB
Category
  • Business
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Excess Quest LTD
  • Developer Website
  • Privacy Policy