Surplus fortune

The Fastest Way to Work & Close Deals

Win more deals with better data in real time.

Access $387M+ in skip traced surplus funds leads.

Skip Tracing & DNC Compliance

Close deals faster through multi-tool skip tracing

Real-Time Lead Updates

Tax Sale & Mortgage Overages from 41+ states

Surplus Funds Software

Case Pipelines, Lead Access & Attorney Network

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

LEADS MEMBERSHIP PLANS:

SF Gold

Tax Sale Leads With Skip tracing & DNC Reports
$ 549
/ Month
  •  
  • Tax Foreclosures
  • Skip Tracing + DNC Tags
  • 250-350 Leads / Month
  • Delivered Daily (Real Time)
  • Supporting Docs (On Request)
  • Management Software
  • Pipeline Access
  • Surplus Expense Track Tool
  • Unlimited Exports
  • Email Support / Phone Support
  • 3 Team members Allowed
  •  
Popular

SF Platinum

Mortgage & Tax Sale Leads with Skip tracing & DNC Reports
$ 799
/ Month
  •  
  • Everything in SF Gold
  • Mortgage & Tax Foreclosure Leads
  • Skip Tracing + DNC Tags
  • 600-950 leads / Month
  • Delivered Daily (Real Time)
  • Supporting Docs (On Request)
  • Management Software
  • CRM Exporting
  • Attorney Network Nationwide
  • Email & Live Phone Support
  • 3 Team Members Allowed
  •  
Top-Rated​

SF Business Setup

Full set-up including Leads, Skip tracing / DNC, Cold Caller & Website.
$ 1449
/ Month
  •  
  • Everything in SF Platinum
  • 60 Hours / Month Cold Caller
  • 1800+ Calls / Month
  • Ability to Call DNC
  • Live Access to Caller Notes
  • Website Set-Up
  • Free 50% off on Domain & Hosting
  • CRM & Manual Calling Format
  • Attorney Access Nationwide
  • Email, Phone & Live Support
  • 5 Team Members Allowed
  •  

Need something custom?

Tell us what your business needs and we will build a plan around it.

Reach out today

SF Essential

Mortgage & Tax Sale Leads without Skip tracing Reports
$ 399
/ Month
  •  
  • Mortgage & Tax Foreclosure Leads
  • Skip Tracing Not Included
  • 400-800 Leads / Month
  • Delivered Daily (Real Time)
  • Supporting Docs (On Request)
  • Management Software
  • Pipeline Access
  • Surplus Expense Track Tool
  • Unlimited Exports
  • Email Support
  • Single User Allowed
  •  

SF Gold

Tax Sale Leads With Skip tracing & DNC Reports
$ 549
/ Month
  •  
  • Tax Foreclosures
  • Skip Tracing + DNC Tags
  • 250-350 Leads / Month
  • Delivered Daily (Real Time)
  • Supporting Docs (On Request)
  • Management Software
  • Pipeline Access
  • Surplus Expense Track Tool
  • Unlimited Exports
  • Email Support / Phone Support
  • 3 Team members Allowed
  •  
Popular

SF Platinum

Mortgage & Tax Sale Leads with Skip tracing & DNC Reports
$ 799
/ Month
  •  
  • Everything in SF Gold
  • Mortgage & Tax Foreclosure Leads
  • Skip Tracing + DNC Tags
  • 600-950 leads / Month
  • Delivered Daily (Real Time)
  • Supporting Docs (On Request)
  • Management Software
  • CRM Exporting
  • Attorney Network Nationwide
  • Email & Live Phone Support
  • 3 Team Members Allowed
  •  
Top-Rated​

SF Business Setup

Full set-up including Leads, Skip tracing / DNC, Cold Caller & Website.
$ 1449
/ Month
  •  
  • Everything in SF Platinum
  • 60 Hours / Month Cold Caller
  • 1800+ Calls / Month
  • Ability to Call DNC
  • Live Access to Caller Notes
  • Website Set-Up
  • Free 50% off on Domain & Hosting
  • CRM & Manual Calling Format
  • Attorney Access Nationwide
  • Email, Phone & Live Support
  • 5 Team Members Allowed
  •  

SF Gold

For Professionals needing Vetted Tax & Mortgage Data in real time from 41+ states (MO) & 14+ states (TO)
$ 249
/ Month
  •  
  • In-House Management System
  • Mortgage & Tax Foreclosure Leads
  • 1200-1800 Vetted Leads
  • Leads delivered within 2-3 hours of auction
  • Real-Time Vetted Leads
  • Trustee Information
  • Unlimited Exports
  • Email Support
  • Pipeline Access
  • API Analytics With Document Uploads
  • Surplus Calculator

SF Premium

For Professionals needing full data access for Tax & Mortgage Foreclosure leads with skip tracing.
$ 449
/ Month
  •  
  • Everything in SF Gold
  • Skip Tracing Reports
  • DNC Tagging
  • CSV Exporting (CRM Format)
  • Manual Calling Format Exporting
  • Tax & Mortgage Supporting Docs
  • User Notes Section
  • All Past Sales Access
  • Email & Live Phone Support
  • API Access*
  • * = In Process of Development / Beta Testing
Popular

SF Platinum

For Professionals needing full business set-up including Vetted Leads with Research, Professional Cold Caller & Credible Website.
$ 1449
/ Month
  •  
  • Everything in SF Premium
  • 15 Hours / Week Cold Caller
  • Ability to Call DNC (With Personal Call Tool)
  • Surplus Fortune CRM*
  • Unlimited Lead Downloads
  • 1 Month Free CRM Manager*
  • Basic Website Development
  • Free Domain & Free 2 months Hosting
  • Email, Phone & Live Support Via WhatsApp
  • Access to Property Radar Reports*
  • * = In Process of Development / Beta Testing

(Note):

Leads for Mortgage Foreclosure includes following States : FL, GA, IL, IN, PA, TX, OH, OK, NV, NJ, NY, SC, TN, AL, CA, AZ, AR, CO, CT, ID, IA, KS, KY, MD, MI, MN, MO, NE, NC, OR, RI, UT, VA, WA, WV, WI, WY, Etc

Lead for Tax Deed includes following states : TX, FL, OH, PA, NV, MI, IN, CA, CO, IN, WA, MN, ID, Etc 
More states will join the coverage area as our network expands.

Foreclosure and Tax Auction Tracking

We track foreclosure and tax deed auctions in real-time, identifying every property sold to a third party. Our team filters the trash leads to deliver the best opportunities with minimum surplus thresholds:

  • $20,000+ (Mortgage Foreclosures)

  • $10,000+ (Tax Deed Sales)

  • $3,000+ (Small Claims)

You get 25–50 new opportunities every single day. Cases auctioned within the last 24 hours across mortgage and tax overages which have been fully skip traced & DNC tagged, ready to be called.

Leads Vetting Process 

We run the lead list through multiple tools like 3Ps to remove leads having excessive loans along with essential details including  previous homeowner’s information, property address / Parcel ID, Case Number, etc.

Not only do we get leads in real time & vet them, We run a second round of research on 30th Day of the auction to later filter out leads that have already been filed / Redeemed Or Vacated as per the county. That way, you avoid wasting time chasing dead leads or competing for claims that are already in filed.

DNC Scrubbed & Formatted Skip Tracing

After finding required information for the leads. Our team then begins skip tracing homeowners, their relatives and compares the data from premium skip tracing tools to get you the best results & get numbers which qualify only if they are used within the same month, We also Format Data for you so you don’t have to fight XLS & PDFs & spend hours copy & pasting it.

Attorney Network

We don’t just stop at lead generation—we equip you to take action. With Collaboration with Eric Richardson & Other Surplus Funds Trainers, we provide trusted attorneys who are experienced in surplus recovery, ready to assist you & recover the funds fast.

Supporting Docs:

Each lead in the system will have supporting documents like auction results, case summaries, and county confirmations, pulled during vetting process. You can request that for the cases you are about to close, that would help you get signed contracts faster.

A Community Benefiting Each Other

As part of our community, you will receive real time updates if someone closes a deal, hence you won’t waste time on closed cases. Further more when you close a deal, it will be sent to your pipeline while removing it from main lead panel.

Closed Deal Tracking

The system also allows you to close a deal which is removed from the main system to make sure other people are not reaching out on those deals and it would be directed to your pipeline allowing you to have access to them at any time.

The Track Record Behind Your Next Win

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Leads Delivered

0 Years +

Experience

$ 0 M +

Cases Closed (Worth)

0

Surplus Firms Grown

0 +

Website Developed By Us

0 + Avg

Cases Closed / Month

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Analyzing Leads / Month

0 + Avg

Leads Generating / Month

What’s Included in Each Plan?

All Plans Include:

Dashboard

Screenshot 2025-11-27 122939

Start doing this business the Easy Way

Running a surplus funds business shouldn’t feel like a full-time chase.
You’re dealing with outdated lists, hours of county research, and data that sends you in circles. None of that builds a real operation;  it just drains your time.

That’s why this system exists to make your life & business a whole lot easier. With fresh, real-time leads pulled directly from county auctions, premium skip tracing already done with access to nationwide attorneys, you can make $100K / year a whole lot faster without lifting a finger while keeping everything organized at the same time.

If you want a business that grows consistently without burning you out, this is the easiest place to start it.

Web Development

Just starting your surplus funds business or stuck with a site that looks sketchy? Having a professional website is a must which is a digital license of credibility. At Surplus Fortune, we build clean, trust-focused websites designed to convert leads into clients without breaking the bank.

Our web designer have developed websites for some of the OGs of Surplus Funds which helped them close $1M+ worth of deals. Our Designers develop websites to build trust with homeowners who are going through foreclosure.

It is packed with real testimonials which lets your customer’s guard down and help you close more deals.

Illustration of a person working at a computer with data panels

Virtual Assistant

At Surplus Fortune, our seasoned cold callers do more than just make first contact, they move the needle. With hands-on experience working with top-performing surplus recovery companies, our callers handle outreach, take detailed call notes, and conduct live transfers of qualified leads straight to you.

You’ll get organized call reports twice a week with live access through Google Docs, and contact details sent before transfers via WhatsApp, email, or Messenger.

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

Helped Hundreds of Recovery Firms Succeed

Tax sale overages are excess proceeds from tax lien or tax deed sales. When a property is sold at a tax auction for more than the unpaid taxes, the surplus funds are held by the county or trustee. The former owner or their heirs may be eligible to claim these funds.

We track foreclosure and tax sale auctions across 41+ states including all the major states like CA, OH, GA, TX, FL, PA, TN, MI, IN, NY, IL, etc on a daily basis. Leads are pulled directly from county, trustee, or sheriff auction sites along with few in-person auction houses.

 We vet leads three times:

  • Once on auction day
  • Again on Day 7
  • Final sweep on Day 30

This helps weed out filed/redeemed leads, so you don’t waste time chasing dead ends.

 On average, our system pushes 30–260 vetted leads/day across Mortgage and Tax Overages, filtered for:

  • $20k+ (Mortgage)
  • $10k+ (Tax)
  • $3k+ (Small Claims)

Volume varies daily based on real auction results—but everything we send is real, recent, and vetted.

Every lead comes with:

  • Claimant Name + Address
  • Parcel ID + Case Number
  • Mortgage or Tax Data
  • Opening Bid, Winning Bid & Estimated Surplus
  • Trustee/County Contact Info
  • Auction Results Docs*
  • Attorneys you can use (Coming Soon)
  • Formatted Skip Traced Phone Numbers

Auction Results Docs* are supporting docs which you can instantly text to client as a proof while on the call.

 Each lead is labeled with live tags inside our CRM. You'll know at a glance:

  • If someone from the system closed it
  • If it's being worked on by a member & they said they are not interested
  • If it's been removed due to ongoing process of vetting 

 We use multiple premium-level tools having comparable data to IDI, TLO & Accurint, we also cross-check data with 3Ps, public records, and internal databases for maximum accuracy, for fast processing of small claims, we also incorporate Skipify & our in–house skip tracers to get them to you as fast & reliable as possible 

 Yes. All numbers are scrubbed against the DNC registry. You receive the numbers with tagging if they are on the DNC or not & you can choose which ones to dial.

 

 Yes. All skip-traced data is fully formatted so you can start making calls as soon as a deal is available—no spreadsheets / PDF cleanup needed.

 It’s a high-converting lead that includes 1-2 verified phone numbers for the claimant, already matched with a voicemail recording. These are ready-to-close.

 Each lead includes:

  • Claimant Name & Address

     

  • Parcel ID & Case Number

     

  • Auction Results & Bids

     

  • Estimated Surplus

     

  • Trustee Contact Info

     

  • Skip Traced Phone Numbers

     

Supporting Docs (Auction summaries, case info, etc.)

  • Mortgage: $20,000+
  • Tax Sales: $10,000+
  • Small Claims: $3,000+

 Depending on the auction volume, you’ll receive 30 to 260+ leads per day across Mortgage and Tax overages.

 We vet leads 3 times:

  • Day 1 (Auction Day)

     

  • Day 7 (Post-Auction Check)

     

 

Ready to Start Closing More Surplus Funds Deals?

Get Started today by selecting platinum program & consult with us to create a strategic roadmap for your business to help you get that success you have been dreaming of.

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Web Development Basic Plan
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