# Surplus Funds List — CRM for Surplus Funds Recovery

> CRM for surplus funds recovery professionals to manage cases, contacts, and teams. (iPhone/iPad app by EXCESS QUEST LTD.)

- Source: https://appshunter.io/ios/app/surplus-funds-list/id6765951344 (this page in markdown: same URL + `.md`)
- Developer: [EXCESS QUEST LTD](https://appshunter.io/developer/1896137502)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.0 · 20 MB
- Languages: American English
- Released: 2026-05-06
- Data updated: 2026-07-21
- Monetization: free with in-app purchases
- User reviews in markdown: https://appshunter.io/ios/app/surplus-funds-list/id6765951344/reviews.md

## What is Surplus Funds List?

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.

## Key features

- Case tracking from lead to payout
- Direct dialing and SMS messaging
- Document sending for e-signature
- Team collaboration channels
- AI assistant for drafting and summarization
- Email integration


## Frequently asked questions about Surplus Funds List

### Does Surplus Funds List have ads?

Yes, Surplus Funds List contains advertisements. As a free application, ads are displayed to support its continued development and availability.

### What is the pricing for Surplus Funds List?

Surplus Funds List is available for free. However, a subscription to Surplus Funds List is required to use the app, which can be signed up for at surplusfundslist.com.

### What devices support Surplus Funds List?

Surplus Funds List is supported on iPhone and iPod devices. It is designed for mobile use on Apple's iOS platform.

### How often is Surplus Funds List updated?

The latest version of Surplus Funds List is 1.0, released on May 6, 2026. Updates are provided by the developer, EXCESS QUEST LTD.

### What is the age rating for Surplus Funds List?

Surplus Funds List has an age rating of 4+. This indicates it is suitable for users of all ages, with no content restrictions.

### Can I track my team's performance with Surplus Funds List?

Yes, Surplus Funds List offers team collaboration features. You can manage your team, view an activity feed for the organization, and use channels for updates.

### Does Surplus Funds List integrate with email?

Yes, Surplus Funds List allows you to connect your Gmail or Outlook account. Emails sent and received from your work address will be automatically attached to the relevant case.

### What kind of AI features does Surplus Funds List offer?

Surplus Funds List includes an AI assistant named Ivy. Ivy can help draft messages, summarize cases, and pull pipeline statistics, trained specifically on surplus funds workflows.

## Version history (last 2 releases)

### 2.0 — 2026-07-15

• Smoother, faster app launch
• Refreshed interface and redesigned inbox
• More reliable calling with clearer microphone permission prompts
• Bug fixes and performance improvements

### 1.0 — 2026-05-06

No release notes.

## Related topics

[surplus funds list](https://appshunter.io/ios/topics/surplus-funds-list)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-21.*