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Customer 360

Full customer dossier — deals, service, equity, timeline
⚡ Equity Alert
+$4,200
Trade-Up Ready — 2022 Honda Civic — 22 months in, $14,100 payoff, $18,300 market value
MS
Maria Santos
Customer Since June 2024
Near-Prime • 680 Income Verified Employed
Positive Equity
+$4,200
Trade-up window open
Lifetime Gross
$2,000
1 deal funded
Credit Score
680
Near-Prime — trending up
Months Remaining
38
of 60-month term
Engagement Score
91/100
High responsiveness
📈 Loan Balance vs. Market Value Over Time
Equity Window Open
🎯 Customer Health Score
7 Dimensions
Credit
Engagement
Payment
Service Loyalty
Satisfaction
Referral
Equity
💵 Revenue Breakdown
$2,429 Total
📞 Communication History
12 Months
📊 Credit Score Trend
+35 pts YTD
👤 Customer Profile
Credit Score (FICO) 680
300580670740850
Phone 555-***-**89
Email m.santo***@gmail.com
Location Austin, TX
Employment Employed Full-Time
Income ✓ Verified
Last Seen Mar 18, 2025
Lead Source Walk-In
Loan Progress
22 mo paid 38 mo left 60 mo total
🎦 Deal History
1 deal
2022 Honda Civic LX
Sold June 12, 2024 • Finance • Ally Financial
Sale Price$18,500
APR7.9%
Term60 months
Payment$374/mo
Down Payment$1,500
Months Remaining38 mo
Front Gross
+$1,200
Back Gross
+$800
Total Gross
+$2,000
Lifetime Gross $2,000
🔧 Service History
2 visits
Positive Equity
2022 Honda Civic — +$4,200
Payoff $14,100 • Market $18,300
💧
Oil Change & Filter
Jan 14, 2025 • RO-4412 • 28,450 mi
$89
⚙
Brake Pad Replacement
Mar 18, 2025 • RO-4891 • 31,200 mi
$340
Last Visit Mar 18, 2025
Service Total $429
🤖 Louie Intelligence
Live
🎯 Next Best Action
Maria is 22 months into a 60-month loan. She has $4,200 positive equity. Ideal trade-up window is now. Recommend: Call this week, offer $1,000 over payoff, demo a 2024 Nissan Altima at the same $374/mo payment.
Response Score High Responsiveness
Best Time to Call Weekdays 10am–12pm
Complaint History None on file
Retention Risk Low
Last Contact — Jun 20, 2025
Text Sent — "Hi Maria! Just checking in, any questions about your Civic? We're here if you need anything."
✓ Delivered • Read
🕐 Activity Timeline 8 events
Newest first
💬
Outbound Text Sent • Alex Carter Jun 20, 2025
"Hi Maria! Just checking in, any questions about your Civic? We're here if you need anything." — Delivered & Read
⚙
Service Visit — Brake Pads • Service Dept Mar 18, 2025
RO-4891 • 31,200 mi • Brake pad replacement front & rear • $340.00
💬
Text Received — Service Feedback • Maria Santos Mar 18, 2025
"Thanks, car feels great! Always a great experience." — 5-star survey response
💧
Service Visit — Oil Change • Service Dept Jan 14, 2025
RO-4412 • 28,450 mi • Oil & filter change • $89.00
☏
Outbound Call — 60-Day Check-In • Mike Reeves Aug 15, 2024
3:22 min • Maria happy with vehicle. No issues. Mentioned referring sister who needs a car.
🤝
Deal Funded — 2022 Honda Civic LX • Finance Dept Jun 14, 2024
Ally Financial • $18,500 • 7.9% APR • 60-month term • $374/mo • Front $1,200 / Back $800
📝
Deal Desk — Pencil Accepted • Sarah Thompson Jun 12, 2024
Customer accepted third pencil at $18,500 with $1,500 down. Moved to F&I.
☏
Walk-In Lead Created • Floor Jun 12, 2024
Maria walked in asking about used Civic. Greeted by Mike Reeves. Pre-qual submitted same day.
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