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Buyer Intelligence/Entity drill-in
DemoCompounding Entity · Buyer Profile● Degrading · pre-approval expires May 31
Maria & Carlos Rodriguez
4BR Westlake · $680K · Stage: Under Contract
Touches
6
2 channels · 1 agent
BANT completion
92%
4 cumulative axes
Sentiment trajectory
↘
engaged → worried → silent
Last touch
3 days ago
Lisa Park
Next best action
Call Chase today
Confirm extension or restart with Summit Ridge
Multi-channel conversation timelineApr 4 – Apr 21
Apr 4
11:15
11:15
Phonevia Telnyx8 min · Lisa Park
Offer accepted · under contract
"Accepted at $680K. Inspection next week. Chase pre-approval on file through May 31."
Price: $680KLender: ChasePre-approval: exp May 31
Apr 10
14:48
14:48
Video meetingvia Google Meet18 min · Lisa Park + Chase LO
Lender call · LO flags expiry window
"Lender: 'Heads up, pre-approval sunsets May 31. If we're not clear-to-close by then we have to re-run.'"
Risk: pre-approval expiryAction: monitor CTC
Apr 15
10:02
10:02
Phonevia Telnyx4 min · Lisa Park
Inspection review · minor issues
"Inspection came back clean-ish. Roof needs patching. No blocker for closing but buyers getting tense."
Sentiment: cautiousBlockers: none material
Apr 21
16:22
16:22
Phonevia Telnyx3 min · Lisa Park
Buyer check-in · lender silence noted
"Haven't heard from Chase in 6 days. Maria's worried. David asked whether we should shop another lender."
Sentiment: negativeRisk: lender silent 6d
Cumulative entity summarySYNTHESIZED
Deal is structurally healthy — offer accepted, inspection acceptable — but momentum is degrading fast. The Chase loan officer flagged on an Apr 10 Google Meet that pre-approval sunsets May 31; no outbound lender contact has been logged in the six days since the last buyer call. Maria and Carlos are tracking the silence and starting to ask whether they should switch lenders. The cumulative risk is less about any single touchpoint and more about the gap between what the lender said on Apr 10 and what nobody has done since.
BANT (cumulative)
Budget92% confidence
$680K offer accepted · pre-approval expires May 31
Confirmed Apr 4 call; expiry flagged by lender Apr 10 Meet
Authority96% confidence
Maria + Carlos Rodriguez · both on offer + inspection
Both attended Apr 10 Meet and Apr 15 inspection debrief
Need88% confidence
4BR Westlake · school district · move before summer
Need surfaced during offer negotiation, no change since
Timeline78% confidence
Under contract · clear-to-close required before May 31
Risk window: lender silent 6 days, buyer sentiment slipping
Auto-generated next steps
Call Chase LO today to confirm CTC path before May 31
If extension unclear, parallel-track pre-approval with Summit Ridge by Friday
Update Maria + Carlos same-day with lender status to reset sentiment
Add a 48h lender-silence rule for all under-contract deals in this cohort
Deal value $680K · Entity health degrading