Calling owners takes focus. Chasing documents, following up on claims and keeping clients informed takes another kind of work. SurplusNorth connects the first call to Recovery, with a clear owner and next step. Run it yourself, or talk to us about a caller and a recovery specialist who keep cases moving through payout.
Outreach → Signed agreement → Recovery → Client updates → Payout
Hi, do I speak with [NAME]? I’m calling about the property at [ADDRESS]…
Hi, do I speak with Denise? I’m calling about the property at Property address in Gwinnett County, GA.
The sale brought in more than what was owed. That leftover money, about $48,210, may belong to you.
Were you aware there might be money left over from that sale?
Next: Interested, Follow-up, Not interestedSkip downloading and re-importing your vetted list. Choose leads in SurplusNorth and add them directly to your CRM.
Before
Download, upload, match columns
41 rows skipped: “Excess Amt” is not a number
With SurplusNorth
Pick leads, press one button
3 leads added to the CRM, with nothing to fix
Owners return calls days later, from a number you dialed once. SurplusNorth matches the number to their lead and shows their surplus, case, agent and last note, then answers for you.
$48,210 surplus, Gwinnett County, GA, case 24-T-0193
Assigned to you. Last contact Oct 2, 4:12 PM
“Wants to talk it over with her son Marcus. Call back after 5.”
Answering automatically in 3 seconds
Document requests, filing steps and county follow-ups can take over your week. Recovery puts the owner, deadline, blocker and next action beside the case. A managed recovery specialist can take over this work while you keep visibility.
Assigned to recovery specialist
Next action
Follow up with Denise for the requested ownership documents, then review the packet before filing.
Client profile
Gwinnett County, GA · Case 24-T-0193
Calls, notes, documents and recovery work stay connected to the same client.
Illustrative product views with fictional client data.
After signing, share a private link with each client. It shows their surplus amount, the case and property, every step from agreement signed to funds paid, the updates your team posts and their documents.
Each part was built around a step agents already do every day, so nothing has to be learned twice.
We collect the surplus lists counties and courts publish after tax and foreclosure sales. Each lead names the owner, shows the amount on deposit and the claim deadline, and links to the source. Heirs and co-owners appear on the owner’s lead, not as extra leads.
Leads past their deadline, or already claimed, leave your list on their own.
Sources are checked every 15 minutes, and new leads reach your list right away, marked NEW for their first 24 hours. One click shows only what arrived today.
No waiting for a weekly spreadsheet.
Pick the leads you want and press Add to CRM. No downloading a spreadsheet, matching columns or fixing rows that failed to import.
Assign them to an agent in the same click.
Fee caps, waiting periods, notary and attorney requirements, claim deadlines and calling hours, each with its legal citation, shown next to every lead.
You see that Texas bars non-attorney fees before you dial, not after.
Opening, interested, follow-up, not interested and difficult-call scripts, with the person’s name, property, amount and deadline already in place. Your team can rewrite them.
New agents sound prepared on their first call.
Work a calling list without dialing by hand. Each lead shows the person’s local time, mobile or landline, and Do Not Call status; calls to Do Not Call numbers are blocked.
Outcomes are one click, and the next person comes up.
When an owner returns your call, their name, surplus amount, county, case, agent and last note appear before you answer.
No more “sorry, who is this?”
Everyone who said yes is in one place, with their next follow-up and agreement status, so no warm lead goes cold.
Send the agreement right from the list.
Send your engagement agreement from the call screen. Clients sign on their phone, and you get the signed PDF with a certificate of completion. Use our template or upload your own.
No separate e-signature bill.
Texting registration from inside the app, a hosted opt-in page for your company, consent recorded before the first text, and STOP honoured at once.
Built for 10DLC rules from day one.
Your team can share a private page with each signed client with their surplus amount, each step of the claim, your updates and their documents.
Fewer “any update?” calls.
Assign leads, schedule follow-ups, see who called whom, and track hours with the built-in time clock and break policy.
Owners see the whole pipeline; agents see their work.
SurplusNorth picks it up, names the owners, checks the amounts and adds the claim deadline. The new leads appear in your list marked NEW.
The script is filled in for that person, the state’s Golden Rules are beside it, and the call runs in the browser.
Send the agreement while you’re still talking. The signed copy files itself on the lead.
Assign the recovery work, coordinate documents and filing, and keep the client updated through payout.
Some states and courts need an attorney to file the claim. Soon you’ll be able to send a signed case to an attorney who handles surplus claims in that state, right from the lead, and see its progress in SurplusNorth.
Attorneys who want to join, and teams who want early access:
Join the waitlistChoose who runs the work. All subscriptions include the complete workflow, one local number and texting registration. Calls and SMS use prepaid credit.
Founding teams: the first 10 teams on a yearly software plan get 30% off their first year.
You run outreach and recovery. SurplusNorth keeps the work together.
$349a month
or $3,350 a year (save $838)
Founding teams: $2,932.50 for the first year
Extra seats $15 a month each, up to 20. The account owner is free.
Automate outreach and manage signed cases through payout.
$499a month
or $4,790 a year (save $1,198)
Founding teams: $4,191.25 for the first year
Extra seats $15 a month each, up to 20. The account owner is free.
You bring the signed clients. A recovery specialist takes it from there.
$250 per case shared
$400 per case dedicated
A caller builds your pipeline. A recovery specialist owns the signed-case work.
$2,199/month shared · $23,749/year
$3,999/month dedicated · $43,189/year
Calls and SMS are billed separately on every plan, including Full Service. Add prepaid credit from $20 and see every charge in Settings. Standard domestic SMS carrier fees are included. Carrier approval is required before texting.
Feature by feature against the plans Excess Elite and Surplus Rocket list publicly.
SurplusNorth
15of 15
features below on the public pricing page
Excess Elite
8of 15
features below on the public pricing page
Surplus Rocket
7of 15
features below on the public pricing page
| Feature | SurplusNorth | Excess Elite | Surplus Rocket |
|---|---|---|---|
| Monthly price | Pro $349 | Nation Wide $300 | Pro $500 |
| Team members included | Owner + 3 (Premium: owner + 5) | Not listed | Up to 3 users |
| Vetted leads with owner phone numbers | Included | Included | Included |
| New leads checked every 15 minutes, marked NEW | Included | Daily lead feed | Not listed |
| Calling from the browser | Included | Included | Premium only |
| Texting, with carrier registration included | Included | SMS marketing | Premium only |
| Caller ID that shows who is calling back | Included | Not listed | Not listed |
| Call scripts filled in with the owner’s details | Included | Not listed | Not listed |
| State fee caps, waiting periods and deadlines beside each lead, with citations | Included | State attorney resources | Not listed |
| Built-in e-signing | Included | Not listed | Included |
| Private portal for each signed client | Included | Not listed | Attorney claims portal |
| Recovery tasks with owners, deadlines and blockers | Premium | Pipeline management | Not listed |
| Time clock and break policy for your team | Included | Not listed | Not listed |
| Recovery specialist per case | $250 or $400 per case | Not listed | Not listed |
| Caller and recovery specialist on your team | Full Service from $2,199/month | Enterprise $1,000/month | Not listed |
From each provider’s public pricing page, checked October 13, 2026: Excess Elite Nation Wide and Surplus Rocket Pro (Rocket’s Premium is listed as not accepting new subscribers). “Not listed” means the page does not show it, not that the provider can’t offer it. Sources: Excess Elite, Surplus Rocket packages.
Free resources to review a record, find the official source and prepare your leads for the CRM.
Ten practical checks for source evidence, owner identity, property and eligible contacts. Download a copy for your team.
Follow county records to the underlying case, with examples linked to official government pages.
Keep property details, source evidence and contact decisions intact when moving from spreadsheets to software.
From surplus and excess proceeds lists that counties, clerks and courts publish after tax sales and foreclosures. We never sell general unclaimed property records, and every lead links back to its official source.
Browse the current source coverage inside the app or ask us about the counties you work. State Golden Rules also support your own imported leads.
Sources are checked every 15 minutes. When a county publishes, the new leads reach your list right away and stay marked NEW for 24 hours.
Yes, the vetted list is shared by every subscriber, as with any public record. What makes the difference is how fast and how well you call, which is what the rest of SurplusNorth is for.
Yes. Upload your PDF and SurplusNorth adds the signature page, or start from our standard engagement letter and add your letterhead.
Outgoing calls cost $0.0168/minute, incoming calls $0.0102/minute and SMS $0.01/segment. One local number is included with every subscription; extra local numbers cost $2/month and toll-free numbers $3/month. Registration and campaign maintenance are included, with no activation fee. Optional recording is $0.005/minute extra. Long or Unicode texts use multiple segments. Carrier approval is required before texting.
Pro includes 3 seats and Premium includes 5, and the account owner is free. Add more for $15 a month each, up to 20 seats.
Yes, with white label. Sign Docs ($15/month) puts your name, logo and colors on signing pages, signing emails and the signed PDF. Client Portal ($100/month) does the same for the client portal and its update emails. Both are optional and off unless you turn them on; pay monthly or yearly (20% off), whatever your plan. Without them, those pages show SurplusNorth. Your company's name always appears in the agreement itself.
Monthly plans can be canceled any time. Yearly plans are paid for 12 months upfront: software plans cost 20% less, Full Service 10% less. The founding discount needs a yearly Pro or Premium plan.
New agents learn the business inside SurplusNorth: short guides with animated charts, live numbers from your lead pool, quick checks after each guide and a glossary of the words on county lists. General information, not legal advice.
Sign in to LearnA 20-minute walkthrough with real leads from the states you work.