Brandon Hayes

Travis Heights Duplex · $920K · Stage: Showing Scheduled

Touches

phone · 1 agent

BANT completion

58%

4 cumulative axes

Sentiment trajectory

→

interested · half-committed

Last touch

Yesterday

Marcus Rivera

Next best action

Joint Saturday tour

Pull HOA rental-cap docs in advance

Multi-channel conversation timelineMar 14 – Apr 22

Mar 14
09:50

Phonevia Telnyx7 min · Marcus Rivera

Initial call · duplex interest + co-buyer flag

"Brandon: 'My partner will be on the next one. She's worried about the HOA rental cap on the second unit.'"

Co-buyer: partner (absent)Concern: HOA rental cap

Apr 10
15:12

Phonevia Telnyx5 min · Marcus Rivera

Showing scheduling · co-buyer absent again

"Only Brandon on the line. HOA topic did not come up. Showing set for Saturday."

Co-buyer: absent x2HOA: unresolved

Apr 22
10:04

Phonevia Telnyx3 min · Marcus Rivera

Pre-tour logistics

"Brandon: 'She's coming Saturday. Please have answers on HOA rental-cap before we walk the second unit.'"

Commitment: joint SaturdayExpectation: HOA answers ready

Cumulative entity summarySYNTHESIZED

Every forward-motion signal on this deal depends on one unresolved concern: the co-buyer's HOA rental-cap question from Mar 14. That question has been raised once, restated by the primary buyer twice, and never answered by our side. The co-buyer has been absent from the two subsequent calls which masked how load-bearing the concern is. Saturday's joint tour is effectively a make-or-break — if we do not walk in with the HOA CCRs and rental-cap clause pulled, we lose the room.

BANT (cumulative)

Budget58% confidence

Up to $920K discussed · no pre-approval verified

Self-reported Mar 14

Authority52% confidence

Primary buyer engaged · co-buyer absent on last 2 calls

Expected at Saturday joint tour

Need68% confidence

Travis Heights duplex · second unit for rental income

Mar 14 initial call

Timeline54% confidence

Showing scheduled Saturday · decision dependent on HOA answer

Apr 22 pre-tour logistics call

Auto-generated next steps

Pull HOA CC&Rs and the second-unit rental-cap clause in full before Saturday

Send a brief summary to both buyers Friday so the tour is answers, not questions

Ask for a pre-approval letter as a friendly gating on the offer conversation

Debrief immediately after Saturday: if HOA disqualifies, redirect to Ridge-adjacent listings

Deal value $920K · Entity health stable