Case management
One record per claim, instead of six places to look.
Most finder operations run on a spreadsheet, an inbox, a documents folder, and memory. Steward puts the lead, the property records, the compliance checklist, the outreach history, the contract, the claim, and the payout on a single record, so nothing depends on remembering where you put it.
Full pipeline in one view
Sourced through paid, with every stage visible: research queue, compliance gates, outreach awaiting review, contracts out for signature, claims filed, Treasury follow-ups due.
Property records that reconcile
Each claim carries its individual property accounts with reference IDs, holders, values, and joint-ownership flags, so the claim total is auditable rather than a number somebody typed.
Contact provenance and confidence
Every phone number and email records where it came from and how well it is corroborated. Contacts matched on name alone are flagged as unverified, and outreach to them is blocked until identity is confirmed.
Pipeline auditing
An on-demand audit reconciles fees against the tiered schedule, property references against account records, statuses against the records that status implies, and flags duplicates using fuzzy name matching.
Claimant portal under your brand
Token-authenticated status page carrying your business name, colors, and logo. Claimants see their own claim and nothing else, without creating an account.
Human approval on consequential actions
Nothing claimant-facing sends itself. Drafting is automated; sending, approving, advancing contract state, and clearing compliance gates all require a person.
See whether this fits how you already work.
Steward Recovery Services is built by a working finder, so the workflows follow real casework rather than a generic CRM.
Use of Steward's technology or professional services does not replace a finder's responsibility to maintain required registrations, use compliant agreements, protect claimant information, and comply with applicable laws and Treasury requirements.