Features Intelligence Pricing Join Now Claim Your Edge
THE EXCESS ELITE KILLER

The #1 Surplus Funds
Intelligence OS

AI-powered lead database, skip-trace, auction intel & attorney network — built to replace outdated CRMs and dominate the tax deed overages niche.

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Leads Tracked
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Recovery Rate
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$ Recovered
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States Covered
Platform Modules

Everything You Need to Win
in Surplus Funds

Six integrated modules working in perfect synchrony — from lead generation to deal close.

🗄️
AI Lead Database

Weekly fresh surplus leads, skip-traced and filtered by state, county, and claim amount. Never run out of motivated homeowners to contact.

Core Module
🤖
AI Voice Caller (VAPI)

Automated cold calling and multi-touch follow-up sequences powered by VAPI. Work 100 leads simultaneously while you sleep.

AI Powered
🔨
Auction Intelligence Module

Live tax deed auction tracking with bid analytics, overage forecasting, and real-time county data feeds across all covered states.

Live Data
⚖️
Attorney Network

Pre-vetted surplus recovery attorneys at $0/state — while competitors charge $20 per state. Your profit stays yours.

$0/State Access
🔍
Skip-Trace Engine

Real-time owner lookup across 47 states. Phone, email, address, relatives — everything you need to reach the right person, fast.

47 States
⚡
Deal Flow Velocity Engine

Full pipeline CRM with automated nurture sequences, deal status tracking, commission calculators, and team collaboration tools.

CRM + Automation
Platform Intelligence

Built on Real Data.
Powered by Real Results.

Our intelligence engine processes thousands of county records weekly to surface the highest-probability recovery opportunities.

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New Leads Added Weekly
Fresh skip-traced records added every Monday across all 47 covered states.
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Pre-Vetted Attorneys
Surplus recovery specialists ready to take your cases at zero per-state cost to you.
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Avg. First Contact Time
AI Voice sequences initiate first contact within 72 hours of lead entering the system.
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Auction Records Indexed
Historical and live auction data to identify overages before your competition does.
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Skip-Trace Accuracy
Industry-leading match rate powered by multi-source identity resolution technology.
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States in Network
Full coverage across 47 states with attorney partnerships in every jurisdiction.
Competitive Analysis

Why Switch from
Excess Elite CRM?

We respect the competition. We just built something better in every category that matters.

💬

Eric Richardson calls Excess Elite "the #1 CRM for excess proceeds" — and he's right that it's the current standard. We built SUCCESS ELITE™ to be the new one. Every feature they charge extra for, we include. Every gap in their platform, we filled.

Feature ✦ SUCCESS ELITE™ Excess Elite CRM
Lead Database ✦ Weekly skip-traced, 50,000+ leads Limited, manual import
Attorney Access ✦ $0/state — 180+ attorneys $20 per state
Skip-Trace Included ✦ Included — 47 states, 98% accuracy Add-on cost
AI Voice Calling ✦ VAPI-powered automation Not available
Auction Intelligence ✦ Live bid tracking + overage forecasting Not available
Deal Flow CRM ✦ Full pipeline + automation Basic pipeline
Price (entry level) ✦ $297/mo — all core features Higher with add-ons
Investment Tiers

Choose Your Operating Level

Every tier includes core surplus funds intelligence. Upgrade when you're ready to scale.

Starter
$297
per month — billed monthly
  • AI Lead Database — weekly updates
  • Skip-Trace Engine — 5 states
  • Deal Flow CRM — full pipeline
  • Attorney Network — 5 states
  • Email support (48hr response)
  • Onboarding walkthrough
Get Started
MOST POPULAR
Professional
$597
per month — billed monthly
  • Everything in Starter
  • AI Voice Caller (VAPI) — automated sequences
  • Attorney Network — 20 states ($0/state)
  • Skip-Trace — 20 states
  • Priority support (4hr response)
  • Weekly strategy calls
  • Performance analytics dashboard
Claim Professional
Elite
$1,497
per month — billed monthly
  • Everything in Professional
  • Auction Intelligence Module — live data
  • All 47 states — full coverage
  • Dedicated Success Manager
  • White-label option available
  • Custom integrations support
  • Unlimited team seats
  • 1-on-1 strategy sessions (monthly)
Go Elite
Application

Claim Your Surplus Edge

Complete your application below. Our team will reach out within 24 hours to activate your OS.

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Please select a plan.

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