Frank Delgado

Contact

• Full name: Frank Delgado
• Preferred name: Frank
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: none — sole owner

Property

Property 1

• Address: 3608 Perry Ln, Austin, TX 78731
• Google Maps URL: unknown
• Property type: Single-family, 4 bed / 3 bath
• Beds / baths: 4 / 3
• Square footage: 2,480 sq ft (county record)
• Year built: 1988
• Estimated value: $980,000 (Brivity AVM estimate, imported 2026-03-20); listed at $995,000, accepted offer at $978,500
• Ownership length: 17 years
• Status: under contract, closing expected 2026-09-15

Contacts

Contact 1

• Name: Frank Delgado
• Role: Sole owner
• Email: frank.delgado.nwh@example.com
• Phone: (512) 555-1420
• Preferred channel: call
• Decision role: sole decision-maker

Seller Situation

• Estimated mortgage balance: unknown
• Estimated equity: unknown
• Reason for potential move: retiring and downsizing to a smaller home in the Hill Country (confirmed 2026-04-18)
• Timeline to decide: no hard deadline, but wanted the process moving steadily — listing agreement signed 2026-06-10, went active 2026-06-20
• Notes: Accepted an offer on 2026-08-01 after a brief multiple-offer situation; currently under contract with an expected close of 2026-09-15. Inspection completed 2026-08-08 with no major issues.

Contact Preferences & Compliance

• Preferred contact hours: weekday afternoons
• Do-not-call status: not on internal DNC list; not opted out
• Call/text consent on file: yes — active client, ongoing consent
• Consent recorded: 2026-04-18
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-10 (call — post-inspection check-in)
• Verified by: AI Agent (call) + Jordan Ellis (transaction management)
• Open profile questions: none material — transaction proceeding normally toward closing.

Current Situation

Frank Delgado, retiring and planning to downsize to the Hill Country, listed his Northwest Hills home on 2026-06-20 at $995,000 after a signed listing agreement on 2026-06-10. The listing drew a brief multiple-offer situation and Frank accepted an offer of $978,500 on 2026-08-01. Inspection was completed 2026-08-08 with no major issues found. The account is now in active transaction management toward an expected 2026-09-15 close — a full-cycle success story from initial AI-driven outreach through to an accepted, inspected offer.

Key People

• Frank Delgado — Sole owner — full decision authority

Seller Needs

• Primary motivation: retirement downsizing to the Hill Country
• Target timeline: no hard deadline, steady process preferred
• Price expectation: listed at $995,000, accepted $978,500 (98.3% of list)
• Preferred move date: aligned to the 2026-09-15 closing
• Concerns: wants a smooth closing with no surprises

Commercial Assessment

• Current stage: Active Client (Under Contract)
• Motivation level: high
• Urgency: medium — no hard deadline, but wants steady progress
• Primary blocker: none — inspection clear, tracking to close
• Readiness to list: n/a — under contract
• Opportunity potential (est. commission): ~$29,355 at 3% of the $978,500 accepted offer
• Main risk: standard closing-process risk (financing contingency, appraisal) — nothing atypical flagged so far

Property Fit / Market Positioning

• Recommended list price: n/a — sold, listed at $995,000, accepted $978,500
• Comparable sales used: CMA from the 2026-06-01 listing appointment supported the $995,000 list price
• Suggested prep work: completed prior to listing (staging, minor repairs per the June appointment)
• Alternatives considered: n/a

Open Questions

• None material — monitor for the appraisal and financing contingency deadlines through closing.

Current Recommendation

Continue standard transaction management touchpoints through the 2026-09-15 close; no active outreach needed beyond routine closing-process updates.

Evidence Used

• Timeline event or source reference: 2026-08-01-offer-accepted.md, 2026-08-08-inspection-completed.md

Active Actions

action-009

• Action: Confirm appraisal is scheduled and financing contingency is on track ahead of the 2026-09-15 close
• Type: internal
• Channel: call
• Reason: Routine transaction management to keep the closing on schedule
• Trigger: post-inspection check-in, 2026-08-10
• Owner: Jordan Ellis
• Priority: medium
• Status: scheduled
• Due date: 2026-08-25
• Approval required: no
• Agent permission: recommend_only
• Required inputs: buyer-side lender confirmation
• Completion condition: appraisal date confirmed and logged
• Created from: action-008
• Result:

Waiting on Lead

• None currently.

Scheduled Follow-ups

followup-001

• Trigger date: 2026-09-10
• Condition: standard pre-closing check-in
• Action: confirm closing logistics with Frank
• Owner: Jordan Ellis

Completed Actions

• action-001 — Initial outreach call — Completed 2026-04-05. Result: Call connected; Frank confirmed sole ownership and early interest in retirement downsizing.
• action-002 — Follow-up call to confirm motivation — Completed 2026-04-18. Result: Frank confirmed plan to retire and downsize to the Hill Country.
• action-003 — Book listing appointment — Completed 2026-05-20. Result: Appointment booked for 2026-06-01.
• action-004 — Listing appointment (walkthrough + CMA) — Completed 2026-06-01. Result: CMA presented, list price of $995,000 agreed with light staging/repairs.
• action-005 — Listing agreement signed — Completed 2026-06-10. Result: Signed at $995,000.
• action-006 — Property went active on MLS — Completed 2026-06-20. Result: Listed at $995,000.
• action-007 — Manage multiple-offer situation and present offers — Completed 2026-08-01. Result: Frank accepted an offer of $978,500.
• action-008 — Coordinate inspection — Completed 2026-08-08. Result: Inspection completed, no major issues found.

Summary

Buyer's inspection completed. No major issues found; a short list of minor items (a leaky outdoor faucet, one cracked window screen) noted, which Frank agreed to address before closing.

Extracted Facts

• Fact: Inspection outcome
  • Value: no major issues; minor items noted
  • Scope: property
  • Status: confirmed
  • Source: inspection report, 2026-08-08

Customer Commitments

• Frank agreed to fix the minor items noted before closing.

Our Commitments

• Will confirm appraisal scheduling and track toward the 2026-09-15 close.

Questions Raised

• None identified.

Original Evidence

• Source channel: in_person
• Source reference: inspection-report:fd-0808
• Relevant excerpt or transcript timestamp: inspection report, 2026-08-08

Summary

After a brief multiple-offer situation (3 offers received within the first two weeks on market), Frank accepted an offer of $978,500 — 98.3% of the $995,000 list price.

Call Summary

AI agent placed the call; 12-minute conversation. After comparing the three offers received, Frank himself accepted the $978,500 offer and is proceeding to contract.

Outcome: Connected — offer accepted, moving to contract.

Extracted Facts

• Fact: Accepted offer
  • Value: $978,500 (98.3% of list price)
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-08-01 call

Seller Commitments

• Accepted the offer and authorized moving to contract.

Our Commitments

• Will coordinate inspection and next transaction steps.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-fd-0801
• Relevant excerpt or transcript timestamp: 00:05:00–00:08:20 — offer comparison and acceptance

Summary

Frank signed the exclusive listing agreement at $995,000, following a 2026-06-01 walkthrough/CMA appointment. Property scheduled to go active on MLS 2026-06-20.

Extracted Facts

• Fact: Listing agreement signed
  • Value: signed 2026-06-10, list price $995,000
  • Scope: opportunity
  • Status: confirmed
  • Source: e-signature record

Customer Commitments

• None further identified.

Our Commitments

• Will list on MLS once prep and photos are complete.

Questions Raised

• None identified.

Original Evidence

• Source channel: e_signature
• Source reference: docusign:fd-listing-agreement
• Relevant excerpt or transcript timestamp: signed 2026-06-10

Summary

Follow-up call. Frank confirmed he's retiring and plans to downsize to a smaller home in the Hill Country, with no hard deadline but a preference for steady progress.

Call Summary

AI agent placed the call; 9-minute conversation. He made his intentions clear: he's retiring soon and wants to downsize to a smaller home in the Hill Country area. He's not in a hurry, but wants to keep steady progress.

Outcome: Connected — motivation confirmed (retirement downsizing).

Extracted Facts

• Fact: Stated motivation
  • Value: retirement downsizing to the Hill Country
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-04-18 call

Seller Commitments

• None identified.

Our Commitments

• Will move toward scheduling a listing appointment.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-fd-0418
• Relevant excerpt or transcript timestamp: 00:02:00–00:03:30 — motivation statement

Summary

Frank Delgado's contact record synced in from Brivity CRM as a "likely seller" — Northwest Hills property, 17-year ownership, retirement-age proxy signal.

Extracted Facts

• Fact: Ownership length
  • Value: 17 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-08650
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-03-20 09:00 local