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Equity intelligence for automotive dealerships

Your customers are in equity.
Are you calling them first?

RevFolio scans every finance and lease contract daily, calculates live equity on each one, and delivers your team a ranked call list - so you reach customers before a competitor does.

See how it works
Portfolio scan
Jun 16 · 23 opportunities
A+
Michael Thornton2022 Ford F-150 · Finance
+$8,4004 mo left
A
Sandra Collins2021 Honda CR-V · Lease
+$5,2002 mo left
B+
James Park2020 Toyota RAV4 · Finance
+$3,1007 mo left
+ 20 more in your portfolio queueView all
The problem

Your best opportunities are buried in your portfolio.

01

You are waiting for customers who are not coming back

By the time an equity-positive customer walks into a competitor, gets an offer, and makes a decision, your floor never got a shot. The window opened and closed without anyone knowing it was there.

02

Nobody knows who actually has equity today

Your DMS tells you what happened. It does not tell you who has positive equity right now based on what their vehicle is worth today. Getting that answer means hours of manual work - so it rarely gets done, and when it does, the numbers are already stale.

03

Follow-up has no system behind it

The best contract gets called twice by different reps while the hottest opportunity sits untouched for two weeks. Nobody knows because there is nothing to check. Accountability requires a system, and most floors are running on memory.

How it works

From your DMS to a ranked call list. Automatically.

STEP 01

Connect your contract portfolio

RevFolio pulls your active finance and lease contracts from your DMS and enriches each record with live trade values and current payoff amounts. The data is always fresh. You do not touch any of it.

Works with CDK, Reynolds & Reynolds, and more
STEP 02

Every contract gets a live equity score

Each contract is evaluated daily against current trade data and graded A+ through D. Equity position, contract maturity, payment history, and trade value movement all factor in. The best opportunities always rise to the top.

Re-scored daily. No manual input required.
STEP 03

Your team works the list

Sales staff open RevFolio and see a ranked list of who to contact today - with the equity position, maturity window, and suggested next step for each one. Managers see what is being worked and what is being ignored.

Built-in activity tracking. Full manager visibility.
Features

Everything your sales floor needs to work equity deals.

Live equity scoring on every contract, every day

RevFolio runs a full equity calculation across your entire active portfolio every single day. Trade values update automatically, buyout schedules are tracked per contract, and the math is done before your team walks in. No spreadsheets. No manual lookups. No stale numbers sitting in a report nobody reads.

Ranked opportunity list

Every contract graded A+ to D based on equity position, contract maturity, and payment history. Your team opens RevFolio and knows exactly where to start. The best deals are always at the top.

5-layer trade valuation

Equity calculations draw from five sources in sequence: your store's own sold data, local market inputs, live market fallbacks, manual overrides, and a broad national baseline. The number your team sees is one they can defend.

Manager visibility

See which contracts are being worked, which are being ignored, and who is doing what. Full accountability without a separate process.

Activity tracking

Every call, note, and status update tied to the contract. No more piecing together what happened from memory or scattered CRM notes.

Follow-up queue

Snooze contracts that are not ready yet. Set a reminder for the right time. The queue stays clean and nothing gets buried.

40.2%of active contracts in managed portfolios hold positive equity right now
4.33xnet return on program cost — in managed portfolios, one deal covers the investment
$8,400average positive equity found per A+ contract in managed portfolios
Dailyevery contract in your portfolio is re-scored against live trade data
FAQ

Common questions.

RevFolio connects through a secure data export or direct integration depending on your DMS provider. We handle the full setup - you do not need to change anything about your existing workflow.
RevFolio builds each trade value estimate from five sources in order: your store's own historical sold data, local market inputs from nearby transactions, a live market fallback, any manual overrides your team has entered, and a broad national baseline as a final reference. This layered approach means the number used in every equity calculation is grounded in real data - not a single feed that may not reflect your market.
Customer records are accessed through a permission-controlled data layer. Sales staff see only the contracts and details relevant to their role. All data is encrypted at rest and in transit, and we do not share or sell customer information to third parties.
Setup is straightforward. We handle the integration on our end and most stores are reviewing live equity data within a few business days of connecting their contract data. There is no disruption to your existing workflow.
RevFolio uses role-aware views across the platform. GMs and GSMs see the full portfolio with all equity details. Sales staff see their assigned contracts without access to other team members data or sensitive financial information.
No. RevFolio is not a CRM. It is an equity intelligence layer that tells your team who to call and why. Your CRM handles the conversation history and broader customer relationship.
Most dealership tools are reactive - they help you respond to customers who already reached out. RevFolio is proactive. It identifies who has equity today, ranks them by opportunity quality, and holds your team accountable for following up. You work your portfolio on your terms, not waiting for the phone to ring.

One deal pays for the program. The rest is upside.

Book a 20-minute demo and we will show you exactly what is sitting in your portfolio right now.

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