Equity Mining turns your existing customer base into your most valuable source of new sales. This smart, data-driven platform helps dealerships identify customers who are in a favorable equity position, then equips your team to engage them at just the right moment with just the right message.
By analyzing each customer’s vehicle payoff data, current market conditions, and available incentives, the platform reveals which customers can upgrade to a new vehicle with little or no change in their monthly payment. Instead of waiting for walk-ins or chasing cold leads, your team can proactively target past buyers, service customers, and even lapsed clients with personalized trade-in and upgrade offers.
Every opportunity is backed by data—vehicle equity, payment history, buying habits, timing—so the conversation feels less like a sales pitch and more like a win-win proposal. Your staff can launch outreach by phone, email, text, or mail using pre-built templates tailored to each customer’s profile. An offer might highlight that the customer can get into a new model with newer safety features for the same payment, or that their vehicle’s high resale value could cover most of the cost of a new purchase.
Equity Mining integrates directly with your CRM, inventory, and desking tools, giving your team one-click access to schedule appointments, generate trade appraisals, and structure deals. When a customer is ready to say “yes,” everything is in place to close quickly and confidently.
This solution isn’t just about moving metal—it’s about building customer loyalty. By showing buyers how they can upgrade to a newer, safer, more efficient vehicle with minimal financial friction, you deliver real value while strengthening trust in your dealership. Whether you’re trying to boost end-of-month sales, increase service-to-sales conversions, or drive showroom traffic without extra ad spend, Equity Mining unlocks the untapped potential sitting in your DMS right now.
Most dealerships focus heavily on conquest leads—spending big to attract new customers—while overlooking a goldmine of opportunity in their own database. Current or previous customers with untapped equity and buying potential are often ignored. Manually identifying these prospects is labor-intensive and error-prone. Sales teams don’t have time to check payoff balances on every deal or comb through finance terms to spot favorable equity. And many stores lack a unified system that combines equity data, OEM incentives, and vehicle history all in one view.
Even when positive equity exists, dealerships can struggle to act on it. Outreach might not be timely or compelling. Without integrated tools, generating personalized quotes or appraisals for an upgrade offer is cumbersome, so it might never happen. Often, communication ends up generic (“Come in for a trade appraisal!”) or not done at all. Meanwhile, customers who could upgrade for equal or better payments remain unaware—giving competitors a chance to reach them first. Without automation and behavioral insights, these high-probability deals are lost to inaction or poor timing.
Equity Mining solves these problems by automating and scaling the equity prospecting process. It makes finding and engaging these valuable customers easy and systematic, turning overlooked owners into highprobability leads you can close today.
VIN-Level Equity Analysis
Instantly calculate each customer’s payoff, current vehicle value, and equity position using data from your DMS and market feeds.
CRM Integration
Sync seamlessly with your existing CRM so equity opportunities appear in real time and follow-ups can be logged and managed like any other lead.
Automated Opportunity Alerts
Automatically flag and queue up customers who hit equity milestones (e.g., certain months into finance, favorable interest rate drop, mileage/term sweet spot) for your team to contact.
Upgrade Offer Generator
Quickly generate personalized upgrade offers, including side-by-side payment comparisons and new vehicle options, showing customers how they can trade up with little or no financial impact.
Service Drive Engagement
Identify equity-positive customers when they arrive for service. The system can alert your sales team if someone in the service drive is a prime upgrade candidate, so you can engage them on the spot.
Custom Campaign Templates
Launch targeted phone, email, text, or direct mail campaigns for equity customers using built-in templates that highlight the value of an upgrade (e.g., “New Truck, Same Payment”).
Incentive & Inventory Matching
Match each prospect with current OEM incentives and in-stock vehicles that fit their preferences, ensuring your offer is both enticing and immediately actionable.
Multi-Store Scalability
Manage customer data and leads across multiple rooftops with the ability to segment or consolidate views. Share customer records group-wide for a seamless experience if they visit another location.
CRM: Align customer insights, lead tracking, and follow-up activities to support every equity opportunity (so sales knows to reach out when the system flags an equity lead).
Call Services: Quickly and effectively reach equity-positive customers with phone outreach, using tailored scripts and reporting to maximize conversion.
Marketing Platform: Run targeted omni-channel campaigns (email, mail, ads) promoting trade-in and upgrade offers based on real-time equity data from this system.
