Surplus fortune

Close Surplus Deal on Daily Basis

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.

Accurate Skip Tracing & DNC Compliance

Close Leads Before Competition through accurate skip tracing

Daily Lead Updates

Tax Sale & Mortgage Overages from 41+ states

Surplus Funds Software

Case Pipelines, Outreach, & Follow-Ups

LEADS MEMBERSHIP PLANS:

SF Essential

Mortgage & Tax Sale Leads without Skip tracing Reports
$ 399
/ Month
  •  
  • In-House Management System
  • Mortgage & Tax Foreclosure Leads
  • 400-900 Leads / Month
  • Delivered within 2-3 hours of auction
  • Skip Tracing Not Included
  • Trustee Information
  • Unlimited Exports
  • Email Support
  • Pipeline Access
  • Contract Library​
  •  

SF Gold

Tax Sale Leads With Skip tracing & DNC Reports
$ 549
/ Month
  •  
  • In-House Management System
  • Tax Leads
  • Skip Traced Reports
  • Delivered within 2-3 hours of auction
  • Surplus Calculator
  • Supporting Docs
  • Unlimited Exports
  • Email Support / Phone Support
  • Pipeline Access
  • KPI Indicator
  • Contract Library
Popular

SF Platinum

Mortgage & Tax Sale Leads with Skip tracing & DNC Reports
$ 799
/ Month
  •  
  • Everything in SF Gold
  • Skip Tracing Reports
  • DNC Tagging
  • CSV Exporting (CRM Format)
  • Manual Calling Format Exporting
  • 3 User Access
  • User Notes Section
  • Attorney Support
  • Email & Live Phone Support
  • API Access*
  • * = In Process of Development
Top-Rated​

SF Business Setup

Full set-up including Leads, Skip tracing / DNC, Cold Caller & Website.
$ 1449
/ Month
  •  
  • Everything in SF Platinum
  • 15 Hours / Week Cold Caller
  • Ability to Call DNC
  • Unlimited Lead Downloads
  • CRM & Manual Calling Format
  • 5 User Access
  • Website Set-Up
  • Free Domain & Hosting
  • Email, Phone & Live Support
  • Access to PR Reports*
  • * = In Process of Development

(Note):

Leads for Mortgage Foreclousre 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

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.

Lead Vetting Process

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

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.

On-Going Leads Vetting Process 

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.

A Community Benefiting Each Other

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, Our team is led by seasoned experts in the Surplus Recovery Industry, and everything we offer is built with one goal in mind: helping you Refund more deals, faster!

Fruit Drops / Pre-Vetted Contact Number :

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.

Supporting Docs:

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.

Tracking System

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.

Closed Deal Tracking

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)

Removal of Wrong & Not Interested Claimants

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.

The Track Record Behind Your Next Win

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Surplus Firms Grown

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Website Developed By Us

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Leads Generating / Month

Scale Your Surplus Funds Business to $1M+ Without Wasting Years Learning the Hard 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. Surplus Fortune gives you fresh, real-time leads pulled directly from county sales, premium skip tracing already done, and access to attorneys who know the process. Everything arrives organized, accurate, and ready for action, so you can focus on closing cases instead of fighting the work.

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

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.

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.

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 & 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:

  • 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)

 

Frequently Asked Questions Questions Questions

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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