Frequently Asked Questions.
This page answers frequently asked questions about surplus funds lists, excess proceeds, and how Excessify helps recovery firms manage cases.
A surplus funds list is a record of properties where excess proceeds were created after a foreclosure or tax sale auction. When a property sells for more than the liens owed, the balance becomes claimable surplus.
It is a case management system designed specifically for surplus recovery work. It helps firms organize lists, track cases, communicate with claimants, and manage documents in one place.
Yes, we offer a 3-day free trial on all plans. You can explore the database and test outreach tools before your first payment.
Absolutely. Excessify allows you to upload custom surplus funds or excess funds lists into the CRM to manage those cases through our automated infrastructure.
Depending on the plan, Excessify provides mortgage and tax sale overage leads delivered directly into your CRM daily, including specialized pre-foreclosure data for Ohio and Florida.
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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.
