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Surplus Funds List Reviews 3

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TrustScore 4 out of 5

4.0

Software company
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Company details

  1. Software company

Written by the company

Surplus Funds List was created for surplus funds recovery professionals who needed a better way to run their business. We built a platform that brings together every tool the industry relies on, skip-traced leads, a purpose-built CRM, trained virtual assistants, and a full communication suite with SMS, calls, email, and e-signatures. Our AI assistant trained specifically on surplus funds. Ivy helps you draft outreach, send paperwork and answer questions about the recovery process, available any time, without the back and forth.

Contact info

4.0

Great

TrustScore 4 out of 5

3 reviews

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Rated 5 out of 5 stars

Ryan Wood was extremely knowledgeable

Ryan Wood was extremely knowledgeable, proficient, professional, and patient. He worked with me at my level of understanding with patience, courtesy, and professionalism. I am 73 years old and rather technologically challenged, but Ryan made me feel empowered rather than stupid.

10 April 2026
Unprompted review
Surplus Funds List logo

Reply from Surplus Funds List

Thank you for these kind words. Knowing that Ryan helped you feel empowered rather than overwhelmed is the highest compliment we could ever receive. Everyone deserves to be met where they are, with patience and respect.

We're honoured you trusted us, and we're cheering for you every step of the way.

Rated 5 out of 5 stars

Excellent service

Excellent service. Hazel was very helpful with my onboarding questions about the leads and the system Highly recommended.

4 March 2026
Unprompted review
Surplus Funds List logo

Reply from Surplus Funds List

Thank you, Michael! We're so glad Hazel was able to get you set up and answer all your questions. Welcome to the SFL family, we're excited to help you grow. Don't hesitate to reach out if you need anything!

Rated 5 out of 5 stars

This company has the leading edge when…

This company has the leading edge when it comes to an operative CRM.
Everything you can possibly think of is here all in one place. This demonstrates a virtual office with all the components.
This is a game changer in terms of being able to work more efficiently with all the information in one place.
I highly recommend other to team with this company. They are of great integrity
and have a passion to grow your business.
I am so impressed and looking forward to a long term business relationship.
Delores- Quantum Research,LLC

25 February 2026
Unprompted review
Surplus Funds List logo

Reply from Surplus Funds List

Delores, thank you so much.

We’re really glad the CRM is making your workflow smoother and bringing everything into one place the way it should be.

We appreciate your trust and look forward to a long, strong partnership with Quantum Research.

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