Surplus fortune
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Find Surplus Leads That Respond

Win more deals with better data. Access 387M+ in Surplus Funds leads.

Whether you’re a solo agent or a growing team, we help you scale smart, look professional, and stay focused on what you do best: getting people paid.

See plans and pricing
Talk to our team
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Hands typing on a laptop showing lines of code
Call center team wearing headsets at their desks
Gavel and two model houses representing foreclosure sales

Your Competitive Edge Starts Here.

Real-Time Overage Leads

Access tax and mortgage foreclosure leads, delivered within hours of the auction, vetted with all the info required to close a deal so you can work claims while they’re being sold.

Formatted Data Delivery

The leads are delivered within the system, formatted for both manual-loving surplus funds business owners & automation-loving surplus funds businesses.

Skip Traced + DNC Tagged

Numbers are skip traced via multiple tools providing best accuracy so you can close deals without having to dial 1000s of numbers to get to your first YES.

Surplus Trained Callers

Doing everything solo can be daunting, so we provide surplus trained VAs who take care of the claimant outreach. You only take calls when the claimant is on the line, waiting for directives.

Pipeline & Analytics Tracking

Within the system, you get access to analytics providing data on deals closed, contracts sent/signed and deal payouts.

E-Signing Capability (Coming Soon)

Send as many contracts as possible without having to switch tabs & manually making surplus documents.

Attorney Network Access

We also get you connected with the attorneys used by some of the top firms in the niche, helping you close more deals easily.

Website Development

We help you become visible in front of claimants by developing a result-focused, credible website on which prospects can see your results.

The platform

See the software you will work in

This is the member panel you log into every day: your leads, follow-up desk, deal pipeline and analytics in one workspace. Everything shown is sample data.

Try it: click the menu, a lead, or a deal card

Tax Claims
YF
Total Tax Leads2999
Closed Deals6
Working Leads14
Total Refund$157.94M
10
SearchFirst or Last
Surplus rangeAll Surplus
Skip traceAll Leads
Search
Active LeadsSaved LeadsCases Filed

Jordan Ellis

Address: 1204 EXAMPLE AVE, SAMPLE CITY, FL 32000

Case #: 2026-0123TD

County: Sample   Sale Date: 10/14/2026

Skip Traced Tax Sale
Tax amount$7,246.80
Sale price$56,700.00
Surplus$49,453.20

Casey Morgan

Address: 88 SAMPLE STREET, DEMO TOWN, GA 30301

Case #: 2026-0456TD

County: Demo   Sale Date: 10/14/2026

Skip Traced Tax Sale
Tax amount$5,120.00
Sale price$31,800.00
Surplus$26,680.00
‹ Tax Claims / Jordan Ellis
‹ PrevNext ›YF
JE

Jordan Ellis

1204 EXAMPLE AVE, SAMPLE CITY, FL 32000

$49,453.20

Estimated surplus

Save leadClose deal
OverviewContactDocumentsNotes

Property and sale

Case number2026-0123TD
Sale date10/14/2026
CountySample
Parcel ID0000-0000-00
Tax amount$7,246.80
Sold price$56,700.00

Skip tracing

(555) 555-0143 · MobileDNC clear
(555) 555-0144 · LandlineDNC listed
3 relatives foundView

Follow-up status

✓
Lead savedAdded to your pipeline
✓
Follow-up 1Called, left voicemail
3
Follow-up 2Scheduled for tomorrow
4
Documents signed

Notes

Owner confirmed the property sold at the tax sale. Send the agreement by email.
Follow-up Desk
YF
Click a card to move it to the next follow-up
Follow-up 1 3
Jordan EllisSample County
$49,453Due today
Casey MorganDemo County
$26,680Due today
Alex KimDemo County
$18,420In 2 days
Follow-up 2 2
Sam ParkerSample County
$33,910Due today
Morgan HayesTest County
$22,075In 3 days
Follow-up 3 2
Riley BennettSample County
$25,166In 1 day
Taylor ReedTest County
$41,300In 4 days
Claimant connect 1
Drew CarterDemo County
$29,880Due today
My Pipeline
YF
Click a deal to move it to the next stage
Signed 3
Jordan EllisSample County
$49,453Rev $12,363
20% now
Next 40%
Casey MorganDemo County
$26,680Rev $6,670
20% now
Next 40%
Alex KimDemo County
$18,420Rev $4,605
20% now
Next 40%
Notarized 2
Sam ParkerSample County
$33,910Rev $8,478
40% now
Next 60%
Morgan HayesTest County
$22,075Rev $5,519
40% now
Next 60%
Attorney Assigned 2
Riley BennettSample County
$25,166Rev $6,292
60% now
Next 80%
Taylor ReedTest County
$41,300Rev $10,325
60% now
Next 80%
Funds Confirmed 1
Drew CarterDemo County
$29,880Rev $7,470
80% now
Next 100%
Payout Received 1
Quinn FosterSample County
$31,200Rev $7,800
100% now
Complete
My Analytics
YF
Total Leads11,272
Tax Leads3,467
Mortgage Leads7,805
Working14
Won (Closed)6
Lost4

Total refund in your pipeline

$157.94M
Combined surplus across the leads you can work
Tax sale
$98.2M
Mortgage
$59.7M

Your deals by stage

Signed
3
Notarized
2
Attorney
2
Funds
1
Payout
1
My Attorneys
YF
Attorneys who work surplus funds cases, ready when a deal needs one
SA

Sample Attorney, Esq.

Florida · Tax deed surplus

(555) 555-0171

Request contact
EL

Example Law Group

Texas · Foreclosure surplus

(555) 555-0182

Request contact
DC

Demo Counsel LLP

Georgia · Tax and mortgage

(555) 555-0193

Request contact
See plans and pricing

Our Services

At Surplus Fortune, We Streamline Surplus Funds Business so You Can Focus on one thing, “PAYOUTS”.​

  • No more wasted hours at auctions sites/Research — We deliver Researched Tax & Mortgage Leads in real time with skip tracing getting you best results.
  • No need to babysit VAs — Helping businesses with experienced callers exclusively for Surplus Funds niche.
  • No more Scammy looking websites — our trust based, Testimonials having sites builds Credibility.
  • No CRMs ? — All it takes is VAs & Our lead database to make $10k/month.
Lead Generation
Skip Tracing
Web Development
Cold Calling

Lead Generation

We pull foreclosure and tax deed auction results in real time on daily basis with multi-tool DNC tagged skip tracing.

Our custom-built system is developed exclusively for Surplus Funds Business providing auction details, Pipeline dashboard & Attorney network.

Skip tracing is done manually to get you results which batch skip tracing tools miss out on.

Get Started Today
Illustration of a magnet drawing in new leads

Web Development

Just starting your surplus funds business or stuck with a website that looks untrustworthy? A professional website is not optional in this industry. It’s how homeowners decide whether to listen or hang up.

We Develop Ready to Go, trust-focused websites designs to convert leads into clients.

Our team has built websites for established surplus funds businesses that have closed over $10M in recovered funds.

Get Started Today
Illustration of a person working at a computer with data panels

Virtual Assistant

Surplus Fortune provides industry-trained cold callers who work surplus recovery cases every day. With almost a decade of experience working with top-performing surplus recovery companies, our callers handle outreach, and conduct live transfers of qualified leads to you.

You get organized call reports with live access through Google Docs, and claimants ready to sign.Start working with cold callers who understand the industry & can get you to the next level.

Get Started Today
Illustration of a friendly cold calling agent with a headset

Attorney Network

We connect you with attorneys who specialize in foreclosure excess proceeds and tax sale overages. 

From initial filings to final payouts, they handle the legal legwork without you having to pay them any money upfront. They only get paid when the claim is successfully recovered.

While not just making your firm look more professional but also protecting your legal interest in the refunds you file for. 

Illustration of scales of justice with legal documents

The Track Record Behind Your Next Win

0 K +

Leads Delivered

0 Years +

Experience in Surplus Biz

$ 0 M +

Cases Closed (Worth)

0 +

Firms (Startup to Scaled)

0 +

Website Developed By Us

0 + Deals

Closed / Company

0 + Avg

Analyzed Leads / Month

0 + Avg

Refund Leads / Month

Trusted

Secure payments, built on tools you know.

Pay with the cards you already use, and get your data in the apps you already work in.

Safe, familiar checkout.

Card payments are processed through Stripe, so your card details are handled by a payments provider you already know.

Works where you work.

Lead lists arrive in Google Sheets, support runs on WhatsApp, and your website domain and hosting are provided by GoDaddy.

Who We Are

Surplus Fortune is founded with a clear vision to change the way surplus funds recovery firms operate. Most people in surplus funds spend all their time digging through messy data and dialing dead numbers.

We provide the team to handle the office work from tracking the right contact info to managing the initial outreach so you can focus on signing contracts and getting claims paid.

Instead of doing everything yourself, you get a reliable system that finds the refunds and connects you with the owners. We help you turn the leads into a closed deal without you having to lift a finger.

Ready to Scale your Surplus funds business to $100k / Year?

We understand the never ending hurdles that come with the surplus funds recovery process. From countless hours spent on research to the frustration of working on surplus funds lists that actually have dead leads even after paying $100s for it.

We’ve automated the hard part (Leads & Research) so you can focus on the checks. You get verified, real-time leads daily, multi-tool premium skip tracing with DNC tagging and nationwide attorney access along with it, making this system the true all-in-one solution for you.

Get Stated Today

Helping You Beat Your Business Competitors!

Let us be the edge your competitors wish they had. With the right tools, real-time leads, and a dedicated team behind you, you won’t just keep up; you’ll lead. Let’s build something that lasts.

Reviews from Satisfied Clients

“I was spending most of my day calling disconnected number which is bought from a Surplus funds lead company, Cant say their name. After starting out with Surplus fortune, My role as a Business owner truly shifted. Instead of making calls, I now just take calls where claimants are willing to go ahead. Special thanks to Ron & Sarrah for helping me out"
Bobbie BrooksCEO - Gov Asset Retrievals LLC
"Thank you so much Ron K w/Outsourcing Networks for building such a wonderful & professional website that engages with all of my clients I truly appreciate all of your creativity & hard work you put into building my website, most importantly I want to thank you for being so responsive to all of my questions & concerns. I highly recommend using Outsourcing Networks to develop your website to complement your business, please visit truelegacyrefunds.com"
Shannon CarterCEO - True Legacy Refunds LLC
"I’ve worked with different lead sources and tools in this space, and Surplus Fortune is the first one that actually felt built for surplus work, not just adapted to it. The leads are structured properly, the case details are clear, and I’m not wasting time fixing data before I can even start calling. If you’re trying to systemize your surplus operation instead of running everything manually, this makes the process a lot easier."
Janine WCEO : Surplus Funds LLC
"I don’t have the time or patience to build lists from scratch anymore. I’ve done that route and it’s exhausting. With Surplus Fortune, the leads are already laid out in a way that makes sense, and I can just focus on outreach and follow-up. We’ve tested a few platforms over the years and this is the one we’ve stayed with."
Arnold KCEO : Tax Sale Refund Specialist
"I started using Surplus Fortune because my research process was a mess. Messy Spreadsheets, notes scattered, constantly re-checking counties. This cleaned that up for me. I log in, see the newest leads to work, and closed deals weekly. It brought a lot more consistency into my business then before."
Jesus PeoplesSolo Operator, Tax Sale Overages
"I was hesitant at first because most platforms overpromise. It’s not Tech savvy, but it’s practical. The structure makes sense and I do get skip tracing which has 80% hit ratio, I have tried manual dialing as well as power dialing and it works with both and gets me deals signed, That’s what I care about."
Yolanda HeathCEO - Surplus Assets Locators
"Thanks Juan for helping me out, The biggest issue I was facing was working with VAs who weren't trained in the industry. Juan reaches out to homeowners & I do the closing. That changed the quality of conversations I’m having. The cold calling part is off my head now which is why i am spending that time on getting more VAs from their firm.
Taylor CurryMortgage Overages Specialist - Elite Recovery Pros
I’m not very tech savvy and Most of my time went into making notes of claims when i start out and not making calls. The leads in their system are already split between tax and mortgage and are skip traced. That's a timesaver given that i know what i am calling on and can switch between tax and mortgage based on when it was sold. Only thing I wish is they had built-in calling.
KIM DALESMortgage Overages Specialist
Sarrah & Ron has been a great help for my business, I have been having a hard time connecting with claimant before working with them, Shout out to Eric Richardson too who helped me get a closer who is assisting me close the deals Sarrah & Ron are getting.
Lina Mortgage Overages Specialist - Triumph Recoveries

Latest Blogs

Surplus Funds Lead Sources Explained: County Lists vs Trustees vs Court Records
03Jan

Surplus Funds Lead Sources Explained: County Lists vs Trustees vs Court Records

Surplus funds lead sources explained: county lists vs. trustees vs. court records, and how the source affects accuracy.

Learn more
Why Most Surplus Funds Businesses Fail in the First 6–12 Months
03Jan

Why Most Surplus Funds Businesses Fail in the First 6–12 Months

Why most surplus funds businesses fail in the first 6 to 12 months, and the mistakes to avoid.

Learn more
How to Find Real Surplus Funds Leads (And Avoid Dead Lists)
03Jan

How to Find Real Surplus Funds Leads (And Avoid Dead Lists)

How to find real, actionable surplus funds leads and avoid dead lists.

Learn more
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