Buyer Intelligence/Entity drill-in

Demo

Compounding Entity · Buyer Profile● Offer-ready · last touch Mar 18

Sarah & David Chen

4BR Westlake · $665K · Stage: Offer Prep → Under Contract

Touches

3 channels · 2 agents

BANT completion

96%

4 cumulative axes

Sentiment trajectory

↗

cautious → urgent → ready

Last touch

Yesterday

Jake Morrison + 1

Next best action

Draft offer

$665K + escalation clause

Multi-channel conversation timelineMar 3 – Mar 18

Mar 3
14:22

Phonevia Telnyx7 min · Jake Morrison

Initial discovery · Sarah

"We're looking 4BR, Westlake preferred. Budget around $600-700K. Good schools matter most."

Budget: 600-700KArea: WestlakeSchools: priority

Mar 8
10:10

Video meetingvia Zoom12 min · Lisa Park

Budget concern deep-dive · both spouses

"David joined. They're pre-approved with Chase at 6.25% — budget fear was rate movement, not qualification."

Spouses: both alignedLender: ChaseRate: 6.25% / 90d

Mar 11
09:45

Phonevia Telnyx5 min · Jake Morrison

Scheduling · Oakwood Dr showing

"David will drive out. Sarah joining by phone. Saturday 10am confirmed."

Showing: Mar 15 · Oakwood DrAttendance: hybrid

Mar 15
10:00

Video meetingvia Google Meet14 min · Jake Morrison + Chase lender

In-person showing + lender lease-deadline reveal

"Our lease ends May 31 — we need to be in before then. Chase confirmed rate-lock valid through closing."

Deadline: May 31 leaseUrgency: high

Mar 18
16:30

Phonevia Telnyx6 min · Lisa Park

Competitor mention · Compass

"Honestly a Compass agent reached out yesterday — same budget, different comps. We like you though."

Competitor: CompassIntent: stay w/ us

Cumulative entity summarySYNTHESIZED

Budget concern raised on call 1 was resolved during Zoom 2 when the Chase lender confirmed pre-approval. School district concern from Zoom 2 was addressed during the in-person showing on Mar 15. Timeline accelerated when the lease-deadline (May 31) surfaced on Google Meet 4, a detail never mentioned on any phone call. No single call tells this story — only the cumulative entity graph reveals budget resolution, spouse alignment, and lease-driven urgency compounding into offer-ready status.

BANT (cumulative)

Budget96% confidence

$600-700K · pre-approved Chase (rate locked 6.25% · 90d)

Confirmed call 1, verified by lender on Meet 4

Authority100% confidence

Sarah + David Chen. Both spouses aligned

Spouse named on call 3, joined in-person showing Mar 15

Need94% confidence

4BR Westlake · school district · Oakwood Dr is top pick

Priorities captured call 1, resolved Zoom 2 + in-person

Timeline92% confidence

Urgent. Lease expires May 31 · target under contract mid-April

Surfaced on Meet 4 (Chase lender present); no single call revealed this

Auto-generated next steps

Prepare offer at $665K based on 8 Westlake comparables ($638K-$682K)

Include escalation clause. Competing offer rumored

Coordinate with Chase lender for rate lock before May 1

Consolidate to Jake as primary. Reduce rep-handoff friction

Loop David on all future comms (email + text) per call 3

Competitor alert: Compass agent mentioned by Sarah on Mar 18, first time a competitor has surfaced. Battle card v2 last opened 14d ago; recommend manager review before offer submission.

Deal value $665K · Entity health degrading