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The Yamamoto Family
Buying · Referral · Captured Sep 7, 9:46 AM · Last touch Sep 16, 7:20 AM
Phone+1 (760) 555-0164
Emailyamamoto.family@example.com
Stage: Won
VideoRequest a review
Conversation
We need to sell our current place and buy a bigger one, ideally without moving twice. Is that realistic?
Them · Sep 7, 9:46 AM
It is, and it is the most common thing move-up buyers worry about. The trick is lining the two closings up. Do you know roughly what your current home is worth?
Assistant · Sep 7, 9:46 AM
Maybe 780? We owe about 340 on it.
Them · Sep 7, 9:48 AM
That's a healthy amount of equity, which gives you real leverage on the buy side. What's the target for the new place?
Assistant · Sep 7, 9:48 AM
Around a million, four bedrooms, we need more space for the kids.
Them · Sep 7, 9:50 AM
Workable. The usual approach is listing yours while we shop, then negotiating the timelines so they close together. Want Marisol to map out both sides with actual dates?
Assistant · Sep 7, 9:50 AM
That would be a huge relief. Yes.
Them · Sep 7, 9:52 AM
She'll put the timeline together. What's the best number, and is there a date you'd like to be in the new place by?
Assistant · Sep 7, 9:52 AM
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Lead details
Emailyamamoto.family@example.com
Phone+1 (760) 555-0164
Budget$1,050,000
Timelineclosed
FinancingPre-approved
LanguageEnglish
Follow-up date & tags
Follow upNot scheduled
closedmove-up
Notes & activity
Both sides timed to the same week — the sale funds the purchase.
Oct 3, 6:00 AM
Referred by the Delgados.
Oct 3, 6:00 AM