Surplus Funds CRM Pricing
Excessify is the custom-built operating system for surplus funds recovery. Replace spreadsheets with one clear system for cases, outreach, and team collaboration.
- Native Outreach Built-in calling & texting per case.
- Case Organization All owner details in one place.
- Team Access Collaborate with shared notes & tasks.
- Financials Track commissions & expenses easily.
Excessify Plans.
One system. 5 ways to use it.
CRM Access Only
Excessify Solo
For individual surplus recovery operators.
- One click calling and texting
- Case notes and document storage
- Owner and relative details under one case
- Filters by sale type, foreclosure stage, & state
- Task management built into each case
- Purchase multiple phone numbers
- Pre filled case detail SMS templates
- Single user access
Excessify Team
For surplus recovery firms working with a team.
- Everything in Excessify Solo
- Multiple users under one organization
- Shared access to cases, notes, & documents
- Assign tasks to team members
- Track call logs across the team
Lead Generation Plans
Excessify Gold
For firms that want surplus funds cases added directly into the system.
- Full Excessify Team access
- Mortgage overage leads
- Trustee information
- Loan history
- Leads added to the CRM daily
- Daily spreadsheet report via email
Excessify Platinum
For firms that want complete data and skip tracing to focus on closing.
- Everything in Excessify Gold
- Mortgage & tax sale overage leads
- Skip traced owners and relatives
- Auction history from the last 60 days
- Court dockets where available
- Federal DNC list scrubbing
- Real time CRM updates
- Full Excessify Team access included
Excessify Signature
For firms that want pre foreclosure coverage along with overages.
- Everything in Excessify Platinum
- Skip Traced Monthly pre foreclosure leads
- Coverage for Ohio & Florida pre foreclosures
- Full Excessify Team access
Trusted by hundreds of Surplus Recovery Firms, Attorneys, Coaches & Students
"I highly recommend Excess Quest. They can build you a superior looking website, handle your marketing, as well as, provide skip tracing and lead generation services. If you are looking to automate any part of your surplus funds business, Excess Quest is your go to resource."
"Excess Quest is a great service for those who don't have the time or desire to build their own lead lists. We've tried many services but have found EQ to be the best."
"Excess Quest assigned me a virtual assistant. I have been very pleased with his work ethic. I also buy leads from Excess Quest and they are very responsive if I have any issues."
Start your free 3 day trial.
Start working surplus cases the way it was always meant to be.
I didn’t expect much when I signed up. I just wanted to test it. A week later, I realized I wasn’t going back to my old setup.