Surplus funds software compared
SurplusNorth vs Excess Elite vs Surplus Rocket
The short answer: SurplusNorth puts the whole surplus call on one screen. Vetted leads go into your CRM in one click, with no CSV export or column mapping. The dialer, a script already filled in for that owner, the state’s fee caps and deadlines, e-signing and the client portal are built in, so your team isn’t switching between a lead list, a CRM, a dialer, a script document and an e-signature tool.
One screen instead of a stack of tools
Tool directories for new recovery businesses, such as Surplus Launch, list a general CRM, an e-signature service, a phone service and skip tracing as separate products. Here is what each separate step becomes in SurplusNorth.
Download a lead list, map its columns to your CRM, fix the rows that failed
Select leads and press Add to CRM; assign an agent in the same click
A separate dialer or phone app
Browser calling with a queue, local time and DNC blocking
A call script in a document, retyped for each owner
Scripts filled in with the owner’s name, property, amount and deadline
A spreadsheet of state fee caps and deadlines
State Golden Rules, with citations, beside every lead
An e-signature subscription
Agreements signed inside SurplusNorth, with a signed PDF
“Any update?” calls and emails
A private portal for each signed client
Feature by feature
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.
What Excess Elite lists
Sells skip-traced, DNC-scrubbed leads with a CRM that includes pipeline management, email and SMS and a power dialer. Its page lists CRM Solo at $97/month, Nation Wide (leads + CRM) at $300/month and a managed Enterprise plan at $1,000/month. It mentions a free CRM lead import; it does not describe call scripts filled in for the owner, state rules beside each lead, built-in e-signing or a client portal.
Excess Elite’s pageWhat Surplus Rocket lists
Its Pro package is $500/month for up to 3 users, with Rocket CRM, skip trace reports, Rocket E-Sign, an attorney claims portal and CSV lead exporting. The dialer and SMS automations are listed only in Premium, which the page shows as not accepting new subscribers.
Surplus Rocket’s pageCompetitor details from each provider’s public page, checked October 20, 2026. Prices and features change; confirm with the provider.
Questions about switching
Which surplus funds software has leads, CRM, dialer and e-signing in one plan?
SurplusNorth includes vetted surplus leads, a surplus recovery CRM, browser calling with a queue, auto-filled call scripts, state rules with citations, texting registration, e-signing and client portals in its Pro plan ($349/month). Calls and texts are billed from prepaid credit.
How do leads get into the CRM in SurplusNorth?
In one click. Vetted leads already live in SurplusNorth, so you select them and press Add to CRM, optionally assigning an agent at the same time. There is no CSV download, column mapping or failed-row cleanup.
What is a good Excess Elite alternative?
SurplusNorth is an alternative for teams that want the call script, state rules, e-signing and client portal built in alongside leads, CRM and dialer, and caller ID that shows the owner’s lead when they call back. Compare both on the features you use every day.
What is a good Surplus Rocket alternative?
SurplusNorth includes browser calling and texting on every software plan, and Pro covers the owner plus 3 seats. Surplus Rocket lists its dialer and SMS automations only in Premium, which its page shows as not accepting new subscribers.
Do competitors offer features this page marks “Not listed”?
Possibly. “Not listed” means the provider’s public page does not show it, not that the provider cannot offer it. Ask each provider directly before you decide.
See it with your own counties
In a 20-minute walkthrough we add a lead to the CRM, open its script and state rules, place a call and send the agreement, all from one screen.