dealersync test

Equity Mining

Personalized upgrade offers, ranked by household value

126 opportunities

126 records

	Current vehicle		Upgrade	Message preview
Alicia Turner	2022 Ford Explorer XLT	$8,750	2026 Explorer ST-Line	Hi Alicia: your Explorer may have about $8,750 in positive equity today. Riverside Motors can apply that toward a new 2026 Explorer ST-Line with updated safety technology, potentially keeping your payment near $648. Would you like a no-obligation appraisal this week?
Michael Grant	2021 Ford F-150 Lariat	$11,200	2026 F-150 XLT 4x4	Hi Michael: strong demand for late-model F-150s means your Lariat may have roughly $11,200 in equity. That could put you into a new 2026 F-150 XLT 4x4 with a payment near $704. May we prepare a personalized trade estimate?
Jasmine Reed	2023 Ford Escape Active	$6,400	2026 Escape ST-Line	Hi Jasmine: based on current market values, your Escape may have around $6,400 in positive equity. We found a 2026 Escape ST-Line that adds technology and comfort for an estimated $509 monthly payment. Would you like to see the options?
Daniel Kim	2022 Ford Bronco Sport	$7,100	2026 Bronco Sport Big Bend	Hi Daniel: your Bronco Sport is in a high-demand segment and may have approximately $7,100 in equity. Riverside Motors can show you a new 2026 Big Bend with an estimated payment near $552. Can we reserve a quick appraisal time?
Samantha Cole	2020 Ford Expedition Limited	$13,800	2026 Expedition Limited	Hi Samantha: your Expedition may currently hold about $13,800 in positive equity. Applying it toward a new 2026 Expedition Limited could keep your estimated payment near $892 while adding the latest driver-assistance features. Would a side-by-side proposal be helpful?
Robert Hayes	2021 Ford Ranger Lariat	$9,250	2026 Ranger Lariat	Hi Robert: current truck values suggest your Ranger may have around $9,250 in equity. That could make a 2026 Ranger Lariat available at an estimated $621 per month. Would you like Riverside Motors to confirm your trade value?
Nora Martinez	2022 Ford Mustang Mach-E	$5,800	2025 Mustang Mach-E Premium	Hi Nora: your Mustang Mach-E may have about $5,800 in positive equity, and current incentives could move you into a 2025 Premium at an estimated $649 per month. Would you like us to outline the available incentives?
Eric Wallace	2023 Ford Maverick XLT	$7,600	2026 Maverick XLT	Hi Eric: your Maverick remains in strong demand and may have roughly $7,600 in equity. A new 2026 Maverick XLT could be near $469 per month after trade. Would you like a complimentary appraisal?

Lists show the 600 highest-value households from an owner base of 6,240. Click a row to review message and send.

1–8 of 126

Lease maturity timeline

Click a period to inspect every renewal household

Period coverage and renewal value

Period	Due	Contact	Appts	Offers	Est. gross






Total	47	20	18	20	$52,000

Estimated renewal gross uses $2,600 per sent offer. All six periods total 47 maturities, with 20 contacted and 27 awaiting first contact.

Next 7 days · nearest maturities

27 maturities still need first contact. Select a period to inspect its owners.

Churn risk distribution

Open segment households

Service retention cohorts

By purchase year, highest-value household sample

Loyalty tier mix

Households in each tier

Outreach performance

Sent, responses, appointments and sales or ROs

12-month retention trend

Service retention, September 61%

Service win-back

High-risk households with overdue service

68 records


Catherine Russell	87/100	$42,805
Dennis Gray	86/100	$42,860
Edward King	95/100	$42,176
Lawrence Moore	82/100	$42,266
William West	83/100	$41,613
Kathryn Chen	80/100	$41,574

Lists show the 600 highest-value households.

1–6 of 68

Referral network

8 September referral deliveries, open a deal

QubeAI recommendations

Specific actions to protect household lifetime value

Prioritize 126 upgrades with $1.1M in estimated equity

Recover 68 overdue owners with $2.3M lifetime value

Contact 27 untouched lease households before maturity, protect $70.2K in potential gross

Customer Retention