Surplus Funds vs RETM Agent

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.

RETM Agent is the mobile command center for real-estate agents at brokerages powered by RETM Solutions. RUN YOUR BUSINESS FROM YOUR PHONE • See every transaction and its milestones at a glance • Track commissions, goals, and your pipeline • Manage listings and open houses • Pull up reports wherever you are WORK YOUR CLIENTS • Keep buyer and seller details organized in one place • Message clients and colleagues with photos and updates FAST AND SECURE • One-tap demo mode to explore with sample data • Face ID / fingerprint unlock • Real-time push notifications for the things that need you now For licensed agents and staff at brokerages on the RETM Solutions platform. Pick your brokerage, then sign in with your brokerage email or phone — or tap “Explore demo” to take a look first.