Our Mission

The backbone of SurplusFunds CA is our experienced and honest Team of professionals who are highly committed to our Mission & Core Values.

Our Mission & Core Values

  • We believe that mortgage companies and their trustees should be held accountable and not be able to keep funds for longer than is necessary and to reunite our client’s funds accurately. 
  • We aspire to form a mutually beneficial alliance to assist clients in the recovery of their lost or unclaimed funds by keeping an open line of communication and to be sure that every lien is vetted if necessary.
  • We never charge retainer fees for our services. If and when we are successful our fee is taken as percentage of the recovered money.
  • We strive to be openly transparent with our clients and keep them informed every step of the way in the process. You can call or text your representative for any updates. 
  • We will always act with high levels of professionalism, honesty and integrity.
  • We understand that our clients are the backbone of our livelihood so we put all of our emphasis on service. 
  • Our philosophy is to make sure each of clients are taken care respectfully and quickly. Any request will be met with the outmost in professionalism and we answer our own phones.