Surplus funds leads + CRM
Surplus leads software built for the work after you find the lead.
SurplusNorth brings vetted surplus funds leads, official source evidence and a surplus recovery CRM into one workspace. Review the record, contact the owner, track the agreement and assign the recovery work that follows.
Lead quality you can inspect
Delivered Vetted Leads require a usable owner name, searchable property street address, surplus at or above the platform minimum and an active explicitly non-DNC phone. Source links help your team retrace the record. Email and relatives are optional, and incomplete records need further review before delivery.
See what to check before buying leadsA CRM that keeps the case together
A lead list shows a possible opportunity. A working CRM connects it to the agent, the eligible contact, the last outcome and the next task. SurplusNorth adds browser calling, agreements, Recovery tasks and client portals so the handoff does not end at a signed document.
Follow a surplus recovery CRM workflowFrom source record to next action
Step 1
Review the record
Start with the owner, property, listed surplus and official source. Resolve missing or conflicting evidence before treating a record as ready for outreach.
Step 2
Assign and contact
Move selected leads into the CRM, assign an agent and keep eligible contacts, call results and callback tasks with the lead. DNC and rejected-number decisions remain part of the workflow.
Step 3
Track the agreement
Send the engagement agreement and follow its signature status from the same case. Use the SurplusNorth template or your own uploaded PDF.
Step 4
Keep recovery work moving
After the signature, assign document and recovery tasks, record blockers and keep the next action visible. Client portals help connect updates with the case.
Vetted leads and recovery tools in one subscription
Pro starts at $349 per month and Premium at $499 per month. Both software plans include vetted leads in covered counties. Calling and SMS usage are billed separately from prepaid credit. Lead packs are also available for teams that want a file without a CRM subscription. Check current coverage, plan details and optional services before buying.
Try this in a walkthrough
Ask us to show one representative case: its official source, owner and property fields, eligible contacts, a recorded outreach result, an agreement and the next recovery task. Bring the county and sale type you work, plus the number of people on your team. That gives you a more useful comparison than a feature list alone.
Arrange a SurplusNorth walkthroughSurplus leads software questions
What is surplus leads software?
Surplus leads software helps recovery teams research and organize surplus funds records, manage eligible outreach and follow each case through agreements and recovery work. SurplusNorth combines vetted leads with a surplus recovery CRM and case tools.
What does SurplusNorth require for delivered Vetted Leads?
A usable owner name, searchable property street address, surplus at or above the platform minimum and an active phone explicitly marked non-DNC. Email and relatives are optional. Incomplete records need further enrichment before delivery.
Are surplus funds leads exclusive?
No. SurplusNorth’s vetted list is shared by subscribers and is based on public records. Buying access does not create an exclusive right to contact an owner or guarantee a recovery.
Can I bring my own surplus leads?
Yes. SurplusNorth supports importing your own leads. Review the column mapping and the import preview, and preserve source evidence and invalid-phone decisions when updating existing records.
Which counties can I work?
Ask about the counties and sale types you need before purchasing. Current source coverage is available inside the app. Examples in our public research guides are educational references and do not promise lead availability in those counties.