The only platform built exclusively for surplus funds recovery agents. Find leads, locate owners, generate documents, track deadlines. We never compete with you.
Generate contracts, demand letters, and claims in seconds — pre-filled with case data, ready to send.
Built-in filing deadlines, required docs, and statutes for every state. Know the rules before you start a case.
Track cases from research to recovery in one dashboard. Never lose a lead or miss a follow-up.
Most surplus funds platforms also run their own recovery firms, directly competing with the agents who pay for their software. SurplusAI is different. We are a technology company, period. Your leads stay yours.
Add a lead from our nationwide database or bring your own. Case details, deadlines, and owner info — all in one place from day one.
One click generates outreach letters, fee agreements, demand letters, and claim narratives — pre-filled with case data and state-specific language.
Move cases through your pipeline, hit every deadline with automatic alerts, and track recoveries from signed to paid.
Free to start. Upgrade when you're ready to scale.
Every competitor sells a list. We give you the tools to work the list — and close the case.
| Feature | SurplusAI | Surplus Funds List | Excess Elite | Others |
|---|---|---|---|---|
| AI Document Generation | ✓ | ✗ | ✗ | ✗ |
| 50-State Legal Compliance | ✓ | ✗ | ✗ | ✗ |
| Deadline Tracking & Alerts | ✓ | Basic | Basic | ✗ |
| Never Competes With You | ✓ | Claims yes | Unclear | Unclear |
| Starting Price | Free | $99/mo + upsells | Pay-per-action | $200–500/mo |
| Transparent Pricing | ✓ | Hidden add-ons | Varies | Hidden |
Tyler v. Hennepin County changed everything. States are opening up. Surplus funds are piling up. The agents with the best tools will recover the most. That's what SurplusAI is for.
Filing deadlines, required docs, and pitfalls for every state — free, no signup required.
Free to try. No credit card required. Built for agents who close cases.