Skip-traced leads, AI-powered insights, and nationwide database access. Everything you need to dominate the surplus funds market.
Members lock in the Nationwide plan at $210/mo (publicly $300/mo) via our affiliate link.
This platform is your training and community — not a CRM. Excess Elite is the operational engine that puts skip-traced leads in your hands and a dialer at your fingertips.
A daily feed of fresh, verified leads from every state — plus unlimited access to the full historical database so you never run out of prospects.
Instant lead analysis and smart summaries so you can prioritize the right claims and make faster, smarter decisions.
Manage every lead from first contact to closed deal with a built-in website builder, domain, email, SMS, and a high-performance Power Dialer.
Every lead is meticulously skip-traced and DNC-scrubbed, with claimant and relative phone numbers, emails, and social media links.
Asset recovery specialists nationwide trust Excess Elite to scale their business.
"Excess Elite changed how I run my surplus funds business. The skip-traced leads and power dialer let me reach claimants faster than I ever could before."
"The AI reports save me hours of due diligence. I know which claims to prioritize the moment the leads land each morning."
"Nationwide daily leads plus a full CRM in one platform. I closed three deals in my first month using the lead view and power dialer."
"The lead view shows every contact path — claimant, relatives, social — all in one place. It's the clearest pipeline I've ever worked from."
Join Eric's live informational webinar every Thursday to learn how the surplus funds business works, how Excess Elite fits in, and how to start closing claims. Open to everyone — no subscription required.
The full Excess Elite suite: nationwide daily leads + the complete CRM (power dialer, email & SMS, website builder, pipeline). Publicly $300/mo — members save $90/mo using the affiliate link.
Usage rates for calls, SMS, and email are billed separately by Excess Elite.
No. Excess Elite is a separate, third-party CRM and lead platform we recommend because it's purpose-built for the surplus funds business. This page is a recommendation — your subscription and account live directly with Excess Elite.
This platform is not an operational CRM. For real skip-traced leads, a power dialer, and pipeline management, Excess Elite is the tool to use. We point you to it so you're running on the right system from day one.
Members can lock in the Nationwide plan (leads + full CRM) for $210/mo using the Excess Elite affiliate link on our Affiliate Links page. That's below the public $300/mo rate.
Excess Elite uses SkipMatrix and skipfiy.ai for multi-source coverage, delivering the most accurate available contact info including relatives and social links.
Leads are delivered daily from auctions happening across the nation, so you stay ahead of the competition.