Bill McAllister

Contact

• Full name: Bill McAllister
• Preferred name: Bill
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: none — sole owner, confirmed 2026-06-15

Property

Property 1

• Address: 1104 Terrace Mountain Dr, Austin, TX 78746
• Google Maps URL: unknown
• Property type: Single-family, 4 bed / 3.5 bath
• Beds / baths: 4 / 3.5
• Square footage: 3,240 sq ft (county record)
• Year built: 2005
• Estimated value: $1,450,000 (Brivity AVM estimate, imported 2026-05-28)
• Ownership length: 6 years (used as a second home, not primary residence — confirmed 2026-06-15)
• Status: non-owner-occupied (second home, used ~2 months/year per Bill)

Contacts

Contact 1

• Name: Bill McAllister
• Role: Sole owner
• Email: bmcallister.westlake@example.com
• Phone: (512) 555-0967
• Preferred channel: email primarily, occasional call
• Decision role: sole decision-maker

Seller Situation

• Estimated mortgage balance: unknown
• Estimated equity: unknown, pending CMA
• Reason for potential move: rarely uses the Westlake property (his primary residence is out of state); weighing selling vs. continuing to hold as a low-use second home
• Timeline to decide: no deadline — purely a "does the math make sense" decision (stated 2026-08-03)
• Notes: Financially motivated, not emotionally attached — decision will likely hinge on a clear cost-of-holding vs. proceeds-if-sold comparison.

Contact Preferences & Compliance

• Preferred contact hours: unknown — mostly communicates by email regardless of hour
• Do-not-call status: not on internal DNC list; not opted out
• Call/text consent on file: yes — reconfirmed on the 2026-06-15 call
• Consent recorded: 2026-06-15
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-03 (email)
• Verified by: AI Agent (email)
• Open profile questions: Annual carrying cost (taxes, insurance, upkeep) to build an accurate hold-vs-sell comparison.

Current Situation

Bill McAllister owns the Westlake property as a rarely-used second home (his primary residence is out of state) and confirmed on a 2026-06-15 call that he's weighing whether it still makes financial sense to hold it. This is a purely analytical decision for him, not an emotional one — on 2026-08-03 he asked by email for a clear comparison of what it costs him annually to keep the property versus what he'd net from selling it.

Key People

• Bill McAllister — Sole owner — full, sole decision authority; decision-making style is analytical/financial

Seller Needs

• Primary motivation: low utilization of a second home; evaluating opportunity cost
• Target timeline: none — decision-driven, not date-driven
• Price expectation: not stated — wants the numbers first
• Preferred move date: n/a (second home, not primary residence)
• Concerns: wants a rigorous financial comparison, not a sales pitch

Commercial Assessment

• Current stage: Nurturing
• Motivation level: medium — real, but purely rational and could go either way depending on the numbers
• Urgency: low
• Primary blocker: hasn't seen a hold-vs-sell financial comparison yet
• Readiness to list: depends entirely on how the comparison lands
• Opportunity potential (est. commission): ~$43,500 at 3% of the $1.45M AVM estimate — high-value if it converts
• Main risk: this is a coin-flip decision analytically; a weak or generic comparison likely loses him, a rigorous one has a real shot

Property Fit / Market Positioning

• Recommended list price: pending CMA
• Comparable sales used: none yet
• Suggested prep work: unknown — property is a well-kept low-use second home, likely minimal prep needed
• Alternatives considered: continuing to hold as a second home is the explicit alternative being weighed

Open Questions

• What is his actual annual carrying cost (taxes, insurance, HOA if any, maintenance)?
• Would he consider a mid-term rental instead of an outright sale if the numbers are close?

Current Recommendation

Request his rough annual carrying costs, then build and send a side-by-side hold-vs-sell comparison — this is a numbers-driven decision, so the quality of that analysis is the entire game.

Evidence Used

• Timeline event or source reference: 2026-06-15-initial-call-second-home.md, 2026-08-03-email-requesting-comparison.md

Active Actions

action-003

• Action: Ask Bill for his rough annual carrying costs, then send a hold-vs-sell financial comparison
• Type: outreach_email
• Channel: email
• Reason: Bill's decision is explicitly financial/analytical; a rigorous comparison is the direct path to a decision either way
• Trigger: Bill's 2026-08-03 email request
• Owner: AI Agent
• Priority: high
• Status: ready
• Due date: 2026-08-10
• Approval required: no
• Agent permission: draft_only
• Required inputs: Bill's stated carrying costs (tax/insurance/upkeep), CMA-based price estimate
• Completion condition: email sent and any reply logged
• Created from: action-002
• Result:

Waiting on Lead

waiting-001

• Item needed: rough annual carrying cost figures
• Requested on: to be asked in action-003's email
• Follow-up date: 2026-08-17
• Related action: action-003

Scheduled Follow-ups

followup-001

• Trigger date: 2026-08-17
• Condition: if no reply to the comparison request
• Action: brief follow-up email
• Owner: AI Agent

Completed Actions

• action-001 — Initial outreach call — Completed 2026-06-15. Result: Call connected; Bill confirmed sole ownership and that the property is a rarely-used second home; open to a financial conversation.
• action-002 — Follow-up email — Completed 2026-08-03. Result: Bill replied asking for a hold-vs-sell financial comparison before deciding anything.

Summary

Initial outreach call connected with Bill McAllister. He confirmed the Westlake property is a rarely-used second home (his primary residence is out of state) and said he's open to a conversation about whether it still makes financial sense to hold it.

Call Summary

AI agent placed the call; 7-minute conversation. Bill himself answered. He explained that the property is a second home he uses only a few months a year, with his primary residence out of state. He said he'd like to really run the numbers to see whether holding onto it still makes sense, emphasizing that his decision would be driven purely by the financials rather than emotional attachment.

Outcome: Connected — financially-driven, open to analysis; not emotionally attached to the property.

Extracted Facts

• Fact: Occupancy status
  • Value: second home, rarely used (~2 months/year)
  • Scope: property
  • Status: confirmed
  • Source: 2026-06-15 call

Seller Commitments

• None identified.

Our Commitments

• Will follow up with a financial comparison when useful.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-1120fbaa03
• Relevant excerpt or transcript timestamp: 00:01:50–00:03:10 — occupancy and decision framing

Summary

Bill McAllister's contact record synced in from Brivity CRM, flagged on a non-owner-occupant / low-utility-usage signal (utility billing pattern consistent with a rarely-used second home), suggesting a possible second-home disposition candidate.

Extracted Facts

• Fact: Occupancy signal
  • Value: utility usage pattern consistent with low/seasonal occupancy
  • Scope: property
  • 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-09612
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-05-28 12:00 local