Diane Forsythe

Contact

• Full name: Diane Forsythe
• Preferred name: Diane
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: Richard Forsythe (joint owner per deed; both retiring, both involved per Diane)

Property

Property 1

• Address: 1108 Newton St, Austin, TX 78704
• Google Maps URL: unknown
• Property type: Single-family, 3 bed / 2 bath
• Beds / baths: 3 / 2
• Square footage: 1,860 sq ft (county record)
• Year built: 1979
• Estimated value: $845,000 (Brivity AVM estimate, imported 2026-05-10)
• Ownership length: 20 years
• Status: owner-occupied (confirmed 2026-06-01)

Contacts

Contact 1

• Name: Diane Forsythe
• Role: Joint owner
• Email: diane.forsythe.bc@example.com
• Phone: (512) 555-1187
• Preferred channel: call for substantive discussion, text for scheduling (stated 2026-06-01)
• Decision role: joint with Richard; Diane is primary point of contact, both plan to attend the appointment

Seller Situation

• Estimated mortgage balance: paid off (stated 2026-06-01)
• Estimated equity: full value, no mortgage
• Reason for potential move: both Diane and Richard are retiring this year and plan to relocate to be closer to family in San Antonio (stated 2026-06-01, reaffirmed 2026-07-20)
• Timeline to decide: wants to list within 6-8 weeks of the appointment (stated 2026-07-20)
• Notes: Well-motivated, both owners aligned. Listing appointment booked 2026-08-09 for 2026-08-20.

Contact Preferences & Compliance

• Preferred contact hours: weekday mornings (stated 2026-06-01)
• Do-not-call status: not on internal DNC list; not opted out
• Call/text consent on file: yes — reconfirmed across calls and texts
• Consent recorded: 2026-06-01
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-09 (call)
• Verified by: AI Agent (call)
• Open profile questions: Any deferred maintenance to flag before listing photos; final list price after CMA is presented at the appointment.

Current Situation

Diane and Richard Forsythe are both retiring this year and plan to relocate to San Antonio to be closer to family — a clear, mutually confirmed motivation with no mortgage on the property. After two productive calls, a listing appointment (walkthrough + CMA presentation) was booked on 2026-08-09 for 2026-08-20, with both owners planning to attend. The account is now in the final stretch before a likely listing.

Key People

• Diane Forsythe — Joint owner, primary contact — full authority alongside Richard
• Richard Forsythe — Joint owner — aligned with Diane, will attend the appointment

Seller Needs

• Primary motivation: retirement relocation to San Antonio, near family
• Target timeline: list within 6-8 weeks of the 2026-08-20 appointment
• Price expectation: not yet stated — will be discussed at the appointment alongside the CMA
• Preferred move date: aligned to retirement timing, not otherwise fixed
• Concerns: none stated — smooth, cooperative process so far

Commercial Assessment

• Current stage: Appointment Set
• Motivation level: high
• Urgency: medium
• Primary blocker: none currently — executing toward the appointment
• Readiness to list: high, pending the appointment going well
• Opportunity potential (est. commission): ~$25,350 at 3% of the $845K AVM estimate
• Main risk: minimal — well-aligned couple, no financial complications (no mortgage); main task is a strong appointment

Property Fit / Market Positioning

• Recommended list price: to be presented at the 2026-08-20 appointment, pending final CMA
• Comparable sales used: CMA in progress for the appointment
• Suggested prep work: to be assessed at the walkthrough
• Alternatives considered: none — decision to sell and relocate is firm

Open Questions

• Any deferred maintenance to address before listing photos?

Current Recommendation

Send a brief confirmation reminder ahead of the 2026-08-20 appointment and prepare a complete CMA + light staging/prep recommendations to present live.

Evidence Used

• Timeline event or source reference: 2026-08-09-appointment-booked.md

Active Actions

action-005

• Action: Send a confirmation text a day before the 2026-08-20 listing appointment
• Type: follow_up
• Channel: text
• Reason: Standard confirmation touch to reduce no-show risk ahead of a booked in-person appointment
• Trigger: appointment booked 2026-08-09
• Owner: AI Agent
• Priority: medium
• Status: scheduled
• Due date: 2026-08-19
• Approval required: no
• Agent permission: autonomous
• Required inputs: none
• Completion condition: confirmation text sent
• Created from: action-004
• Result:

Waiting on Lead

• None currently.

Scheduled Follow-ups

followup-001

• Trigger date: 2026-08-20
• Condition: after the appointment
• Action: log the appointment outcome and, if positive, move to preparing listing paperwork
• Owner: Jordan Ellis

Completed Actions

• action-001 — Initial outreach call — Completed 2026-06-01. Result: Call connected; Diane confirmed joint ownership with Richard, no mortgage, and stated both are retiring and relocating to San Antonio.
• action-002 — Follow-up text check-in — Completed 2026-06-20. Result: Diane confirmed the plan is still on, no change.
• action-003 — Follow-up call to firm up timeline — Completed 2026-07-20. Result: Diane confirmed intent to list within 6-8 weeks of a listing appointment; both owners aligned.
• action-004 — Book listing appointment (walkthrough + CMA presentation) — Completed 2026-08-09. Result: Appointment booked for 2026-08-20 at the property; both Diane and Richard plan to attend.

Summary

The AI agent scheduled an in-person appointment (walkthrough valuation). Date/time: 2026-08-20 10:00. Location: 1108 Newton St, Austin, TX 78704. Both Diane and Richard plan to attend.

Appointment Details

• Type: Walkthrough valuation
• Scheduled for: 2026-08-20 10:00
• Location: 1108 Newton St, Austin, TX 78704
• Notes: Both Diane and Richard Forsythe plan to attend. Bring a full CMA and light prep/staging recommendations.

Original Evidence

• Source channel: appointment
• Source reference: executables:appt-forsythe-0809
• Relevant excerpt or transcript timestamp: booked directly from the Executables page, 2026-08-09

Summary

Follow-up call. Diane confirmed the retirement/relocation plan is firming up and said she'd like to list within 6-8 weeks of doing a walkthrough appointment; both she and Richard would attend.

Call Summary

AI agent placed the call; 7-minute conversation. The retirement/relocation plan is unchanged — if anything, it's become more concrete. She'd like to have a walkthrough valuation done and then list the property about 6-8 weeks after that. Both she and her husband plan to be present for the visit.

Outcome: Connected — timeline confirmed; ready to schedule a listing appointment.

Extracted Facts

• Fact: Target timeline
  • Value: list within 6-8 weeks of a walkthrough appointment
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-07-20 call

Seller Commitments

• Agreed to schedule a walkthrough/CMA appointment.

Our Commitments

• Will follow up to schedule the appointment.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-0a72cd9931
• Relevant excerpt or transcript timestamp: 00:01:20–00:02:40 — timeline and appointment interest

Summary

Initial outreach call connected with Diane Forsythe. She confirmed she and her husband Richard, joint owners with no mortgage, are both retiring this year and plan to relocate to San Antonio to be closer to family.

Call Summary

AI agent placed the call; 10-minute conversation. Diane herself answered. She confirmed joint ownership with her husband Richard, and that the mortgage is fully paid off. She clearly stated that both of them plan to retire this year and want to move to San Antonio to be closer to family.

Outcome: Connected — strong, mutually confirmed motivation (retirement relocation), no mortgage.

Extracted Facts

• Fact: Stated motivation
  • Value: retirement relocation to San Antonio, near family
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-06-01 call
• Fact: Mortgage status
  • Value: paid off
  • Scope: property
  • Status: confirmed
  • Source: 2026-06-01 call

Seller Commitments

• None identified.

Our Commitments

• Will follow up periodically as retirement timing firms up.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-6612abf0de
• Relevant excerpt or transcript timestamp: 00:02:30–00:04:45 — motivation and mortgage confirmation

Summary

Diane Forsythe's contact record synced in from Brivity CRM as a "likely seller" — Bouldin Creek property, 20-year ownership, retirement-age proxy signal.

Extracted Facts

• Fact: Ownership length
  • Value: 20 years
  • Scope: property
  • Status: confirmed
  • Source: county appraisal record (via Brivity import)

Seller Commitments

• None identified.

Our Commitments

• None identified.

Questions Raised

• None identified.

Original Evidence

• Source channel: brivity_crm
• Source reference: brivity:contact:BRV-09415
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-05-10 11:20 local