Denise Whitmore

Contact

• Full name: Denise Whitmore
• Preferred name: Denise
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: formerly joint with ex-husband; per Denise (call, 2026-07-14) the property was awarded to her solely in the 2026 divorce settlement, finalized 2026-05-30

Property

Property 1

• Address: 1310 Newning Ave, Austin, TX 78704
• Google Maps URL: unknown
• Property type: Single-family, 3 bed / 2 bath
• Beds / baths: 3 / 2
• Square footage: 1,940 sq ft (county record)
• Year built: 1985
• Estimated value: $920,000 (Brivity AVM estimate, imported 2026-06-10)
• Ownership length: 11 years
• Status: owner-occupied, sole owner as of divorce settlement (confirmed 2026-07-14)

Contacts

Contact 1

• Name: Denise Whitmore
• Role: Sole owner (post-settlement)
• Email: denise.whitmore@example.com
• Phone: (512) 555-0655
• Preferred channel: text for quick things, call for anything substantive (stated 2026-07-14)
• Decision role: sole decision-maker (confirmed — settlement gave her sole title)

Seller Situation

• Estimated mortgage balance: refinanced solely into her name as part of the settlement, balance unknown
• Estimated equity: unknown, pending CMA
• Reason for potential move: divorce settlement finalized 2026-05-30; Denise wants to sell and use proceeds toward a smaller condo closer to her office downtown (stated 2026-07-14, reaffirmed 2026-08-01)
• Timeline to decide: wants to list within 2-3 months (stated 2026-08-01) — driven partly by wanting to be settled before her daughter starts a new school year
• Notes: Motivated and specific. Primary open item is agreeing on list price/prep before moving to an appointment.

Contact Preferences & Compliance

• Preferred contact hours: weekday mornings before 9am or evenings after 7pm (stated 2026-07-14 — works standard daytime hours)
• Do-not-call status: not on internal DNC list; not opted out
• Call/text consent on file: yes — reconfirmed multiple times across calls/texts
• Consent recorded: 2026-07-14
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-09 (text)
• Verified by: AI Agent (text)
• Open profile questions: Exact list-price expectation vs. our CMA; whether any repairs are needed before listing photos.

Current Situation

Denise Whitmore's divorce settlement (finalized 2026-05-30) gave her sole ownership of the Travis Heights property. On an 2026-07-14 call she confirmed she intends to sell and move to a smaller condo downtown, and on 2026-08-01 gave a rough timeline of listing within 2-3 months, partly to be settled before her daughter's new school year. This is a confirmed, well-motivated seller — the account is now about scheduling a listing appointment (walkthrough + CMA discussion), not about establishing interest.

Key People

• Denise Whitmore — Sole owner (post-settlement) — full, sole decision authority

Seller Needs

• Primary motivation: post-divorce settlement, wants to relocate to a smaller condo downtown
• Target timeline: list within 2-3 months of 2026-08-01 (i.e. by roughly late October 2026)
• Price expectation: none stated yet — waiting to see our CMA
• Preferred move date: before her daughter's new school year, so ideally settled by then
• Concerns: wants a smooth, well-supported process given everything else going on post-divorce

Commercial Assessment

• Current stage: Nurturing
• Motivation level: high
• Urgency: medium-high — real but not a hard deadline
• Primary blocker: hasn't yet seen a CMA or discussed prep/listing appointment
• Readiness to list: high, pending the appointment
• Opportunity potential (est. commission): ~$27,600 at 3% of the $920K AVM estimate
• Main risk: letting momentum stall between now and booking the appointment — she is engaged and ready to move to next steps

Property Fit / Market Positioning

• Recommended list price: pending CMA (targeted for the 2026-08-09 text follow-up)
• Comparable sales used: none pulled yet
• Suggested prep work: unknown, pending a walkthrough
• Alternatives considered: none — she has already decided to sell, not weighing alternatives

Open Questions

• Any repairs needed before listing photos?
• Her exact price expectation once she sees the CMA

Current Recommendation

Move directly to booking a listing appointment (walkthrough + CMA presentation) — she is confirmed-motivated and asking about next steps; don't let this sit in generic nurture touches.

Evidence Used

• Timeline event or source reference: 2026-08-01-follow-up-call-timeline-confirmed.md, 2026-08-09-text-checking-in-on-next-steps.md

Active Actions

action-004

• Action: Book a listing appointment (walkthrough + CMA presentation) at the property
• Type: appointment
• Channel: in_person
• Reason: Denise has confirmed motivation and a rough timeline; the account is ready to move from nurture touches to an actual appointment
• Trigger: Denise's 2026-08-09 text asking "so what's next?"
• Owner: AI Agent
• Priority: urgent
• Status: ready
• Due date: 2026-08-16
• Approval required: no
• Agent permission: autonomous
• Required inputs: Denise's availability
• Completion condition: appointment date/time confirmed and logged
• Created from: action-003
• Result:

Waiting on Lead

waiting-001

• Item needed: preferred appointment date/time
• Requested on: 2026-08-09 (text)
• Follow-up date: 2026-08-12
• Related action: action-004

Scheduled Follow-ups

followup-001

• Trigger date: 2026-08-12
• Condition: if no response on appointment scheduling
• Action: follow-up call to lock in a date directly
• Owner: AI Agent

Completed Actions

• action-001 — Initial outreach call — Completed 2026-07-14. Result: Call connected; Denise confirmed sole ownership post-settlement and stated intent to sell and downsize to a downtown condo.
• action-002 — Follow-up call to confirm timeline — Completed 2026-08-01. Result: Denise gave a rough 2-3 month timeline, driven partly by her daughter's school year.
• action-003 — Check-in text on next steps — Completed 2026-08-09. Result: Denise asked directly "so what's next?" — clear signal to move to booking an appointment.

Summary

Denise texted proactively asking what the next steps are — a clear buying-process signal that the account should move to scheduling a listing appointment rather than another general check-in.

Text Message

(Received) From Denise: "How's it going? I'd like to know what the next steps are."

(Sent — summary) Replied that we'd like to begin scheduling a valuation visit (a walkthrough plus a CMA presentation with comparable properties), and asked for a few convenient date/time options.

Extracted Facts

• Fact: Buying-process signal
  • Value: asked directly what the next steps are
  • Scope: opportunity
  • Status: confirmed
  • Source: Denise's text, 2026-08-09

Seller Commitments

• None identified.

Our Commitments

• Will propose appointment scheduling for a walkthrough + CMA presentation.

Questions Raised

• What are the next steps?

Original Evidence

• Source channel: text
• Source reference: executables:text-e551ab30cc
• Relevant excerpt or transcript timestamp: received 2026-08-09 20:15 local

Summary

Follow-up call to check in and firm up timeline. Denise said she'd like to list within 2-3 months, partly driven by wanting to be settled into the new place before her daughter starts a new school year.

Call Summary

AI agent placed the call; 6 minute 50 second conversation. Her intentions were unchanged from the prior call. She gave a specific target for timing, saying she'd like to list within 2-3 months so she can be settled in before her daughter's new school year starts. On valuation and preparation, she said she hasn't decided on anything yet and would appreciate suggestions.

Outcome: Connected — timeline confirmed (~2-3 months), open to next steps on CMA/prep.

Extracted Facts

• Fact: Target timeline
  • Value: list within 2-3 months, before daughter's new school year
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-08-01 call

Seller Commitments

• Denise reaffirmed intent to sell within the stated timeline.

Our Commitments

• Will prepare a CMA and propose next steps.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-2af90cd731
• Relevant excerpt or transcript timestamp: 00:01:30–00:02:45 — timeline statement

Summary

Initial outreach call connected with Denise Whitmore. She confirmed the title-transfer signal correctly reflected a recent divorce settlement (finalized 2026-05-30) that gave her sole ownership, and stated she intends to sell and move to a smaller downtown condo. This is a strong, directly confirmed motivation signal.

Call Summary

AI agent placed the call; 11 minute 20 second conversation. Denise herself answered and carefully explained her situation. Her divorce was finalized on May 30, 2026, and under the settlement terms the Travis Heights property became solely hers. She clearly stated that she wants to sell this house and move to a smaller, more commute-friendly condominium downtown. For future contact, she requested texts for quick matters and calls for anything substantial.

Outcome: Connected — strong, directly confirmed motivation (post-divorce sale, downsizing to downtown condo).

Extracted Facts

• Fact: Ownership status
  • Value: sole owner as of divorce settlement, finalized 2026-05-30
  • Scope: contact
  • Status: confirmed
  • Source: 2026-07-14 call
• Fact: Stated motivation
  • Value: sell and relocate to a smaller downtown condo
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-07-14 call

Seller Commitments

• Denise indicated she wants to move forward with selling.

Our Commitments

• Will follow up on timeline and next steps.

Questions Raised

• What's her target timeline?

Original Evidence

• Source channel: call
• Source reference: executables:call-77b4e9a012
• Relevant excerpt or transcript timestamp: 00:03:10–00:05:40 — motivation and settlement explanation

Summary

Denise Whitmore's contact record synced in from Brivity CRM, flagged on a recent title-transfer public record (single-owner refile) suggesting a possible divorce or estate-related ownership change — a higher-signal trigger than a general tenure score.

Extracted Facts

• Fact: Title-transfer signal
  • Value: recent single-owner refile on county record
  • Scope: property
  • Status: inferred
  • Source: Brivity CRM public-record signal (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-09884
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-06-10 10:40 local