Stop wasting hours digging. At Surplus Fortune, we deliver real-time, vetted surplus leads along with formatted Skip tracing from mortgage and tax sales across 40+ states. Pulled daily directly from trustee listings, and sheriff auctions and in-person Bidding, so you can skip the research, don’t have to format skip tracing and start closing more deals on daily basis.
Close Leads Before Competitors
Tax Sale & Mortgage Overages
Case Pipelines, Outreach, & Follow-Ups
At Surplus Fortune, we kick-start your surplus funds business through real time lead by monitoring foreclosures and tax sales across 41+ states. Our expert team compiles a list of properties sold to third parties on daily basis that have excess funds over $20,000 (Mortgage) & $10,000 (Tax Sales) & $3,000 (Small Claims), On average, we add 30-260 leads (MO & TO) per day but it can vary depending on day to day basis.
After putting together list of leads with potential excess funds, we then run it through our Team of Researchers via 3Ps to find out about estimated mortgage balance and principal amount and all the essential details such as the previous homeowner’s information, property address / Parcel ID, Case Number, and auction data like opening bids, winning bids, mortgage specifics, and trustee contact details & for that we use 3Ps along with county records & few other tools
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.
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.
It’s not just about grabbing fresh auction data & vet them 1st hand, it’s about smart follow-up. We don’t just research on auction day; we run a second round of research on 7th Day & then 3rd round on 30th day of auction to later filter out leads that have already been filed / Redeemed Or Vacated as per the county. That way, you’re not wasting time chasing dead ends or competing for claims that are already in motion.
You won’t be doing this alone. As part of our community, you will receive real time updates if someone close a deal, hence you stay motivated seeing other people close while working on deals which still have surplus opportunity, We are investing about $7k-8k on research, skip tracing, lead generation & Formatting so you have the best possible data to work on.
We call these Fruit Drops as these are high-converting leads. Each one comes with a single, pinpointed number for the claimant, already verified with a voicemail recording. You know you’re calling the right person. Ready-to-go leads with Closing Potential of 5-10 claims a month. All you have to do is dial, Present your service & close them.
Each lead listed in the CRM will include supporting documents like auction results, case summaries, and county confirmations, pulled during the vetting process. That means when you call, you’re not just another voice on the line; you’ve got proof available which can be texted right away, speeding up the closing process.
Our system is built to keep you in control and your caller fully focused. You get real-time updates by the caller for every call they make, formatted skip tracing so VAs don’t have to waste hours sorting long excel sheets & PDFs.
Our system not just provides you with real time leads, you can manage your closed deals with all the details you need to onboard an attorney and track updates on them right from the system helping you save hours on manual record keeping.(Something amazing coming soon too)
We swiftly update the information in our advanced, custom-built CRM for Surplus Funds allowing you to only work on cases which have potential in them, we use a tagging system for it which tags Not Interested / Wrong Numbers throughout the database derived from user notes, helping homeowners & Surplus Firms at the same time.
All Plans Include:
Premium & Platinum Plans Include:
Contact us today so we can better understand your current business position and create a strategic roadmap to help you increase revenue and add more deals to your pipeline.
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:
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:
Volume varies daily based on real auction results—but everything we send is real, recent, and vetted.
Every lead comes with:
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:
We use multiple premium-level tools having comparable data to IDI, TLO & Accurant, 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:
Supporting Docs (Auction summaries, case info, etc.)
Depending on the auction volume, you’ll receive 30 to 260+ leads per day across Mortgage and Tax overages.
We vet leads 3 times:
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