Chloe & Ethan Bennett

Oakwood Listing · 4BR · $425K · Stage: Offer Prep

Touches

2 channels · 1 agent

BANT completion

88%

4 cumulative axes

Sentiment trajectory

↗

casual → committed

Last touch

Yesterday

Jake Morrison

Next best action

Stay the course

Rate-lock confirmed with Summit Ridge

Multi-channel conversation timeline3 touches

~10 days ago
10:00

Phonevia Telnyx6 min · Jake Morrison

Initial discovery · Bennett

"Opened the conversation on Oakwood Listing. Timeline and budget established."

Budget: ~$425KStage: Offer Prep

~5 days ago
14:30

Video meetingvia Google Meet12 min · Jake Morrison

Video walkthrough · deeper engagement

"Second touch on video. Both parties present. Nothing unresolved at close of call."

Attendance: rep + buyerChannel: Google Meet

Yesterday
15:45

Phonevia Telnyx4 min · Jake Morrison

Last touch · momentum

"Rate-lock confirmed with Summit Ridge. Offer draft Tuesday. Pre-approved $475K — comfortable at list."

Sentiment: casual → committedEntity: improving

Cumulative entity summarySYNTHESIZED

Rate-lock confirmed with Summit Ridge. Offer draft Tuesday. Pre-approved $475K — comfortable at list.

BANT (cumulative)

Budget92% confidence

Deal value ~$425K

Derived from deal + stage signals

Authority78% confidence

Single rep: Jake Morrison

Entity resolution across calls

Need88% confidence

Oakwood Listing · 4BR · $425K

Consistent across touches

Timeline70% confidence

Offer Prep

Current pipeline stage

Auto-generated next steps

Maintain cadence — improving trajectory

Update cumulative BANT on the next call

Loop Jake Morrison on next-step commitment

Deal value $425K · Entity health improving