Based on 6 verified reports, this firm maintains a 100% trust rating within the Saving Traders community.
Surplus Funds List was created for surplus funds recovery professionals who needed a better way to run their business. We built a platform that brings together every tool the industry relies on, skip-traced leads, a purpose-built CRM, trained virtual assistants, and a full communication suite with SMS, calls, email, and e-signatures. Our AI assistant trained specifically on surplus funds. Ivy helps you draft outreach, send paperwork and answer questions about the recovery process, available any time, without the back and forth.See more
"Switched over from another company because their system was just frustrating to use and took forever with my A2P. Found you guys through GPT. I wish I had found you sooner Looking forward to closing a lot of deals. Everything’s been awesome so far!!"
"My experience was great! The team was very professional and responsive. They did an excellent job with my website. I would recommend their services."
"Their team is extremely responsive and goes out of their way to customize your experience. Whether you want them to build your website, deliver same day leads, or use their tools - you'll be in good hands."
"Ryan Wood was extremely knowledgeable, proficient, professional, and patient. He worked with me at my level of understanding with patience, courtesy, and professionalism. I am 73 years old and rather technologically challenged, but Ryan made me feel empowered rather than stupid."
"Excellent service. Hazel was very helpful with my onboarding questions about the leads and the system Highly recommended."
"This company has the leading edge when it comes to an operative CRM. Everything you can possibly think of is here all in one place. This demonstrates a virtual office with all the components. This is a game changer in terms of being able to work more efficiently with all the information in one place. I highly recommend other to team with this company. They are of great integrity and have a passion to grow your business. I am so impressed and looking forward to a long term business relationship. Delores- Quantum Research,LLC"
