Anita & Daniel Kim

Bellmont Ridge · 3BR · $520K · Stage: Offer Prep

Touches

phone · 1 agent

BANT completion

74%

4 cumulative axes

Sentiment trajectory

↘

interested → stalled

Last touch

8 days ago

Jake Morrison

Next best action

Pull 78757 comps

Draft offer strategy EOD today

Multi-channel conversation timelineMar 10 – Apr 16

Mar 10
09:30

Phonevia Telnyx6 min · Jake Morrison

First discovery · Kim family

"3BR, Bellmont-adjacent, budget up to $540K. Relocating for a new job in Q2."

Budget: up to $540KTimeline: Q2

Mar 14
11:05

Phonevia Telnyx9 min · Jake Morrison

Post-showing · buyers ask for comps

"Daniel: 'Liked the house. Can you send us comps for that zip? Want to know if $520K list is fair.'"

Ask: CMA for 78757Sentiment: neutral

Apr 16
14:40

Phonevia Telnyx4 min · Jake Morrison

Buyer check-in · competing offer surfaces

"Anita: 'We heard someone else is going to offer this weekend. Are you ready with something?'"

Competitor: another buyerSentiment: cautious

Cumulative entity summarySYNTHESIZED

The Kims asked explicitly for a comparable-market analysis on Mar 14 — 33 days ago — and it has never been sent. The March 10 discovery surfaced a clean Q2 relocation with a budget that bracketed the Bellmont Ridge list price, so the deal was textbook on day 1. Today's Apr 16 check-in introduced a rumoured competing offer from another buyer. The Kims are patient but they asked the question plainly: "Are you ready with something?" Without the CMA plus a drafted offer strategy today, this deal is at high risk of losing to whichever agent replies first.

BANT (cumulative)

Budget74% confidence

Up to $540K · no pre-approval on file yet

Self-reported Mar 10. Never verified with a lender

Authority82% confidence

Anita + Daniel Kim · both on every call

Joint attendance on 3 of 3 touches

Need80% confidence

3BR Bellmont-adjacent · Q2 relocation · $520K list within range

Tour and post-tour questions aligned on Mar 14

Timeline60% confidence

Q2 target · pressure rising from rumoured competing offer

Apr 16 call; no CMA ever sent

Auto-generated next steps

Pull 3 Bellmont-area comps from the last 90 days (78757 zip)

Draft a $520K offer with a $5K escalation ladder; share with Anita + Daniel tonight

Confirm buyer pre-approval status — gap since Mar 10

Set a 48h follow-up if the weekend offer materialises

Competitor alert: Another buyer rumoured to be writing this weekend per Anita's Apr 16 call. No CMA sent since the Mar 14 ask; we are 33 days behind on a promise the buyer remembers.

Deal value $520K · Entity health degrading