Surplus fortune

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.

Analytics dashboard icons over a laptop keyboard
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

Your leads, case records and deal pipeline in one workspace. Everything shown is sample data.

Tax Claims
Export+ Save leadsYF
Total tax leads2,999+84 this week
Working leads14
Closed deals6Fees collected
Skip traced92%
All leadsSkip tracedSavedSurplus $25k+Showing 1 to 7 of 2,999
Owner
Property
County
Sale date
Surplus
Skip trace
JEJordan Ellis
1204 Example Ave, Sample City
Sample
10/14/2026
$49,453
Skip traced
CMCasey Morgan
88 Sample Street, Demo Town
Demo
10/14/2026
$26,680
Skip traced
RBRiley Bennett
450 Placeholder Rd, Example
Sample
09/30/2026
$25,166
Skip traced
TRTaylor Reed
17 Demo Lane, Test City
Test
09/30/2026
$41,300
Pending
AKAlex Kim
902 Sample Blvd, Demo City
Demo
09/22/2026
$18,420
Skip traced
SPSam Parker
61 Example Court, Sample
Sample
09/22/2026
$33,910
Skip traced
MHMorgan Hayes
305 Placeholder Way, Test
Test
09/15/2026
$22,075
Pending
Tax Claims / Jordan Ellis
‹ PrevNext ›YF
JE

Jordan Ellis

1204 Example Ave, Sample City, FL 32000 · Case 2026-0123TD

$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.
My Pipeline
+ Add dealYF
AllTax saleMortgage foreclosure9 active deals · $62,478 projected revenue
Signed 3
Jordan EllisSample County
$49,453$12,363
Casey MorganDemo County
$26,680$6,670
Alex KimDemo County
$18,420$4,605
Notarized 2
Sam ParkerSample County
$33,910$8,478
Morgan HayesTest County
$22,075$5,519
Attorney assigned 2
Riley BennettSample County
$25,166$6,292
Taylor ReedTest County
$41,300$10,325
Funds confirmed 1
Drew CarterDemo County
$29,880$7,470
Payout received 1
Quinn FosterSample County
$31,200Paid

Our Services

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

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.

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.

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.

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.

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

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.

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.

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.

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