The Nguyen Family

Buying · Website chat · Captured Sep 25, 2:43 PM · Last touch Oct 1, 8:05 AM

Emailnguyens@example.com

Next stepLikely

Next check-in with this lead is in 3 days.

Stage: Qualified

Conversation

We're looking to move up to a bigger home with a yard, ideally in a good school zone.

Them · Sep 25, 2:43 PM

Congrats on the next chapter! I can't speak to school quality, but I can search by attendance boundary if you tell me which ones you're targeting. What budget should I work within?

Assistant · Sep 25, 2:43 PM

McKinley or Jefferson elementary, up to about 1.1 million.

Them · Sep 25, 2:45 PM

There are a few homes inside those boundaries right now. Do you need to sell first, or are you positioned to buy directly?

Assistant · Sep 25, 2:45 PM

We can buy first — we're flexible on timing.

Them · Sep 25, 2:47 PM

That's a strong position in this market. I'll send three listings inside those school zones today; tell me which you'd like to tour.

Assistant · Sep 25, 2:47 PM

Hi, this is Marisol. I wanted to jump in here myself. I have time later this week if you want to go through these in person. What day works for you?

You · Oct 2, 7:10 PM

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Lead details

Emailnguyens@example.com

Phone

Budget$1,100,000

Timelineflexible

FinancingPre-approved

LanguageEnglish

Follow-up date & tags

Follow upDue in 3 days

move-up

Notes & activity

Note about this lead (⌘/Ctrl+Enter saves)

Wants McKinley or Jefferson school zone. Sent 3 listings; awaiting their picks.

Oct 3, 6:00 AM

Booked a showing via chat: Friday, Oct 9, 4:00 PM.

Oct 3, 6:00 AM

Payment deskCompare financing side by side for this buyer.