Angela Voss

Contact

• Full name: Angela Voss
• Preferred name: Angela
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: Kevin Voss (joint owner per deed; both confirmed on the 2026-08-08 call)

Property

Property 1

• Address: 6203 Vintage Club Dr, Austin, TX 78739
• Google Maps URL: unknown
• Property type: Single-family, 4 bed / 3 bath
• Beds / baths: 4 / 3
• Square footage: 2,910 sq ft (county record)
• Year built: 2011
• Estimated value: $710,000 (Brivity AVM estimate, imported 2026-06-20)
• Ownership length: 8 years
• Status: owner-occupied, moving within ~4 months (confirmed 2026-08-08)

Contacts

Contact 1

• Name: Angela Voss
• Role: Joint owner
• Email: angela.voss.circlec@example.com
• Phone: (512) 555-0844
• Preferred channel: email for details, text for quick scheduling (stated 2026-07-30)
• Decision role: joint with husband Kevin, both actively engaged in conversations

Seller Situation

• Estimated mortgage balance: unknown
• Estimated equity: unknown, pending CMA
• Reason for potential move: Kevin's employer confirmed relocating him to Denver, CO, effective on/around December 2026 (confirmed by Angela on the 2026-08-08 call)
• Timeline to decide: needs to be under contract or have a firm plan by ~November 2026 to align with the relocation
• Notes: Actively weighing selling now vs. renting the property out and revisiting later; leaning toward selling but wants to see numbers on both paths before committing.

Contact Preferences & Compliance

• Preferred contact hours: weekday evenings after 6:30pm (stated 2026-07-30)
• Do-not-call status: not on internal DNC list; not opted out
• Call/text consent on file: yes — reconfirmed on the 2026-08-08 call
• Consent recorded: 2026-07-30
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-08 (call)
• Verified by: AI Agent (call)
• Open profile questions: Firm decision on sell-vs-rent; whether Kevin wants to be included directly on future calls.

Current Situation

Angela Voss confirmed on 2026-08-08 that her husband Kevin's employer is relocating him to Denver around December 2026 — a firm, employer-confirmed timeline, not a rumor. She and Kevin are actively weighing selling the Circle C property now versus renting it out and revisiting later, leaning toward selling but wanting to see real numbers (sale proceeds vs. rental cash flow/equity growth) before deciding. Given the December relocation, there's a real deadline: any listing needs to be planned to close or be well underway before then.

Key People

• Angela Voss — Joint owner — actively engaged, primary contact
• Kevin Voss — Joint owner — actively engaged per Angela, not yet on a call directly

Seller Needs

• Primary motivation: employer relocation to Denver, ~December 2026
• Target timeline: needs a firm plan by ~November 2026
• Price expectation: not stated — wants comparative numbers (sell vs. rent) first
• Preferred move date: aligned to the December 2026 relocation
• Concerns: whether renting and revisiting later might be financially better than selling now

Commercial Assessment

• Current stage: Nurturing
• Motivation level: high — confirmed employer relocation with a real date
• Urgency: high — hard external deadline
• Primary blocker: sell-vs-rent decision not yet made
• Readiness to list: high once the decision is made
• Opportunity potential (est. commission): ~$21,300 at 3% of the $710K AVM estimate if she lists
• Main risk: if the rental math looks appealing, this could convert to a property-management relationship instead of a listing — worth tracking either way, but the immediate ask is to help her compare both paths credibly

Property Fit / Market Positioning

• Recommended list price: pending CMA
• Comparable sales used: none pulled yet
• Suggested prep work: unknown
• Alternatives considered: renting the property out instead of selling — actively being weighed

Open Questions

• What would net rental cash flow realistically look like vs. net sale proceeds?
• Does Kevin want to be included directly on the next call?

Current Recommendation

Send a side-by-side sell-vs-rent comparison (est. net sale proceeds after a CMA-based price vs. est. net rental cash flow) by email so both Angela and Kevin can review it together, then follow up by call once they've had time to look at it — this is the fastest way to resolve the actual blocker.

Evidence Used

• Timeline event or source reference: 2026-07-30-outreach-call-relocation-mentioned.md, 2026-08-08-follow-up-call-timeline-confirmed.md

Active Actions

action-003

• Action: Email a side-by-side sell-vs-rent comparison so Angela and Kevin can review together
• Type: outreach_email
• Channel: email
• Reason: The stated blocker is deciding between selling and renting, not motivation or timeline — a clear comparison directly unblocks the decision
• Trigger: Angela's 2026-08-08 call describing the sell-vs-rent deliberation
• Owner: AI Agent
• Priority: urgent
• Status: ready
• Due date: 2026-08-13
• Approval required: no
• Agent permission: draft_only
• Required inputs: CMA-based price estimate, rough rental market comp for the area
• Completion condition: email sent and any reply logged
• Created from: action-002
• Result:

Waiting on Lead

waiting-001

• Item needed: sell-vs-rent decision
• Requested on: to follow the 2026-08-13 email
• Follow-up date: 2026-08-20
• Related action: action-003

Scheduled Follow-ups

followup-001

• Trigger date: 2026-08-20
• Condition: after the comparison email, regardless of reply
• Action: follow-up call to discuss the comparison and, if selling, move toward booking a listing appointment given the December deadline
• Owner: AI Agent

Completed Actions

• action-001 — Initial outreach call — Completed 2026-07-30. Result: Call connected; Angela mentioned a possible relocation but details weren't firm yet.
• action-002 — Follow-up call — Completed 2026-08-08. Result: Angela confirmed the relocation is employer-confirmed for ~December 2026; she and Kevin are weighing selling vs. renting.

Summary

Follow-up call. Angela confirmed her husband Kevin's employer has now formally confirmed a relocation to Denver, CO, effective around December 2026. She and Kevin are weighing selling the property versus renting it out, leaning toward selling but want to compare real numbers before deciding.

Call Summary

AI agent placed the call; 10 minute 5 second conversation. She shared clear news that her husband's company has officially announced a transfer to Denver, expected around December. She and her husband are weighing whether to sell or rent the property out; she's leaning toward selling but wants to see the numbers for both options before deciding. As a next step, she requested materials comparing the estimated net proceeds from selling versus the estimated cash flow from renting.

Outcome: Connected — relocation confirmed with firm December 2026 timeline; sell-vs-rent comparison requested.

Extracted Facts

• Fact: Relocation confirmation
  • Value: employer-confirmed relocation to Denver, CO, ~December 2026
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-08-08 call
• Fact: Decision blocker
  • Value: weighing sell vs. rent, wants a numeric comparison
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-08-08 call

Seller Commitments

• None identified yet — decision pending the comparison.

Our Commitments

• Will send a sell-vs-rent comparison by email.

Questions Raised

• What would net proceeds/cash flow look like under each option?

Original Evidence

• Source channel: call
• Source reference: executables:call-fa129cd003
• Relevant excerpt or transcript timestamp: 00:03:30–00:06:10 — relocation confirmation and comparison request

Summary

Initial outreach call connected with Angela Voss. She mentioned a possible relocation tied to her husband's job but said details weren't firm yet, and asked to be contacted again in a couple of weeks once things were clearer.

Call Summary

AI agent placed the call; 6-minute conversation. Angela herself answered. She mentioned a possible move due to her husband's job, but said it wasn't confirmed yet and the details were still undetermined. She asked to be contacted again in about two weeks.

Outcome: Connected — possible relocation mentioned, not yet confirmed; follow-up requested in ~2 weeks.

Extracted Facts

• Fact: Possible relocation
  • Value: mentioned, not yet confirmed
  • Scope: opportunity
  • Status: inferred
  • Source: 2026-07-30 call

Seller Commitments

• None identified.

Our Commitments

• Follow up in ~2 weeks per Angela's request.

Questions Raised

• Is the relocation confirmed, and what's the timeline?

Original Evidence

• Source channel: call
• Source reference: executables:call-8823fe10ab
• Relevant excerpt or transcript timestamp: 00:02:15–00:03:00 — relocation mention

Summary

Angela Voss's contact record synced in from Brivity CRM on a public professional-profile change flagged for her husband Kevin, suggesting a possible employer-driven relocation — unconfirmed at import time.

Extracted Facts

• Fact: Relocation signal source
  • Value: public professional-profile update for co-owner (Kevin Voss)
  • Scope: lead
  • Status: inferred
  • Source: Brivity CRM signal aggregation (via import)

Seller Commitments

• None identified.

Our Commitments

• None identified.

Questions Raised

• None identified.

Original Evidence

• Source channel: brivity_crm
• Source reference: brivity:contact:BRV-10022
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-06-20 16:00 local