Chelone Realty
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George Papadakis

  1. Lead identified
  2. Contact made
  3. Nurturing
  4. Appointment set
  5. Listing signed
  • Call George with a revised CMA that specifically addresses the neighbor sale he referencedHigh

Vault

3
ProfileUpdated Aug 7

Contact

  • Full name: George Papadakis
  • Preferred name: George
  • Account owner (agent): Jordan Ellis
  • Spouse / co-owner: Maria Papadakis (joint owner per deed; George says she's "on board but lets me handle the calls")

Property

Property 1

  • Address: 4302 Avenue G, Austin, TX 78751
  • Google Maps URL: unknown
  • Property type: Single-family, 3 bed / 2 bath
  • Beds / baths: 3 / 2
  • Square footage: 1,780 sq ft (county record)
  • Year built: 1962
  • Estimated value: $835,000 (Brivity AVM estimate, imported 2026-06-02)
  • Ownership length: 24 years
  • Status: owner-occupied (confirmed 2026-06-25)

Contacts

Contact 1

  • Name: George Papadakis
  • Role: Joint owner
  • Email: gpapadakis.hydepark@example.com
  • Phone: (512) 555-0733
  • Preferred channel: call
  • Decision role: joint with Maria, but George is the primary point of contact by mutual agreement

Seller Situation

  • Estimated mortgage balance: paid off (stated 2026-06-25)
  • Estimated equity: full value, no mortgage
  • Reason for potential move: downsizing now that their two kids are grown and out of state; interested in a single-story home, ideally still in Central Austin
  • Timeline to decide: "sometime in the next 6 months, no rush" (stated 2026-07-10)
  • Notes: Motivated but price-sensitive — pushed back on the initial Brivity AVM figure as feeling low relative to a neighbor's recent sale; wants a proper CMA before committing to anything.

Contact Preferences & Compliance

  • Preferred contact hours: weekday afternoons (stated 2026-06-25)
  • Do-not-call status: not on internal DNC list; not opted out
  • Call/text consent on file: yes — reconfirmed on multiple calls
  • Consent recorded: 2026-06-25
  • Opt-out requested: no

Data Quality

  • Last verified: 2026-08-07 (call)
  • Verified by: AI Agent (call)
  • Open profile questions: What single-story options he's actually seen/liked; firm number he'd need to see to move forward.
ContextUpdated Aug 7

Current Situation

George Papadakis confirmed on 2026-06-25 that he and his wife Maria (joint owners, mortgage paid off) are thinking about downsizing to a single-story home now that their kids are grown and living out of state. He pushed back on the initial AVM-based estimate as feeling low compared to a neighbor's recent sale, and has said repeatedly he wants a solid CMA — not a generic number — before he'll take next steps seriously. Timeline is relaxed (~6 months, no rush), so the priority is building credibility with a strong, well-supported valuation rather than pushing pace.

Key People

  • George Papadakis — Joint owner, primary point of contact — full authority to negotiate, defers final decision jointly with Maria
  • Maria Papadakis — Joint owner — "on board but lets George handle the calls," not directly contacted

Seller Needs

  • Primary motivation: downsizing to a single-story home, kids grown and out of state
  • Target timeline: ~6 months, no urgency
  • Price expectation: skeptical of a number that feels "low" vs. a neighbor's recent sale; hasn't stated his own number
  • Preferred move date: not discussed
  • Concerns: doesn't want to feel undersold; wants evidence-based pricing

Commercial Assessment

  • Current stage: Nurturing
  • Motivation level: medium-high — real, stated reason, but no urgency
  • Urgency: low
  • Primary blocker: needs a credible CMA before he'll engage further; the generic AVM figure undercut trust slightly
  • Readiness to list: moderate — needs the pricing conversation resolved first
  • Opportunity potential (est. commission): ~$25,050 at 3% of the $835K AVM estimate — likely to move once a stronger CMA is presented, given no mortgage and full equity
  • Main risk: if the next CMA also feels unconvincing, risk of him disengaging or shopping other agents

Property Fit / Market Positioning

  • Recommended list price: pending a fuller CMA incorporating the neighbor's comp he referenced
  • Comparable sales used: none formally pulled yet — need to identify the specific neighbor sale he's referencing
  • Suggested prep work: unknown, pending walkthrough
  • Alternatives considered: none — decided to downsize, deciding on price/timing only

Open Questions

  • Which specific neighbor sale is he comparing to, and is it actually comparable (condition, exact sq ft)?
  • What single-story options has he actually looked at so far?

Current Recommendation

Pull a comp set that specifically addresses the neighbor sale he referenced, and present it in a follow-up call rather than another generic number — credibility is the blocker here, not motivation.

Evidence Used

  • Timeline event or source reference: 2026-07-10-call-price-pushback.md, 2026-08-07-follow-up-call-comp-request.md
ExecutionUpdated Aug 7

Active Actions

action-004

  • Action: Call George with a revised CMA that specifically addresses the neighbor sale he referenced
  • Type: outreach_call
  • Channel: call
  • Reason: George's stated blocker is credibility of pricing, not motivation to sell — a better-supported CMA directly targets that
  • Trigger: George's 2026-08-07 call asking "can you look at what happened two doors down before we talk numbers again"
  • Owner: AI Agent
  • Priority: high
  • Status: waiting_customer
  • Due date: 2026-08-21
  • Approval required: no
  • Agent permission: draft_only
  • Required inputs: comp pull including the specific neighbor sale George referenced (needs address confirmation from him)
  • Completion condition: revised CMA presented on a call and George's reaction logged
  • Created from: action-003
  • Result:

Waiting on Lead

waiting-001

  • Item needed: address of the specific neighbor sale George is comparing to
  • Requested on: 2026-08-07 (call)
  • Follow-up date: 2026-08-14
  • Related action: action-004

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-08-21
  • Condition: after the revised CMA call
  • Action: if positive, propose a listing appointment; if still skeptical, ask what specifically would be convincing
  • Owner: AI Agent

Completed Actions

  • action-001 — Initial outreach call — Completed 2026-06-25. Result: Call connected; George confirmed joint ownership, no mortgage, and stated interest in downsizing to a single-story home.
  • action-002 — Follow-up call on timeline — Completed 2026-07-10. Result: George gave a relaxed ~6-month timeline, no urgency.
  • action-003 — Follow-up call presenting initial estimate — Completed 2026-08-07. Result: George pushed back on the estimate as feeling low compared to a neighbor's recent sale; asked for a revised comp-based CMA before continuing.

Activity Log

3
2026-08-07 · callUpdated Aug 7

Summary

Presented an initial value estimate. George pushed back, saying it felt low compared to what a neighbor "two doors down" recently sold for, and asked for a revised, comp-based CMA before discussing further.

Call Summary

AI agent placed the call; 9 minute 15 second conversation. In response to the estimated value presented, George candidly raised a concern, saying he'd heard the house two doors down recently sold for more, and that the figure felt a little low. He said he'd confirm the exact address and pass it along by the next conversation. He suggested picking the discussion back up once he could see a valuation properly grounded in comparable properties. His tone remained friendly throughout, and this didn't put the relationship at risk.

Outcome: Connected — pricing credibility is the current blocker; George requested a revised, comp-specific CMA.

Extracted Facts

  • Fact: Pricing objection
    • Value: initial estimate felt low vs. a specific neighbor sale
    • Scope: opportunity
    • Status: confirmed
    • Source: 2026-08-07 call

Seller Commitments

  • Will provide the address of the neighbor sale he's referencing.

Our Commitments

  • Will produce a revised CMA incorporating that specific comp.

Questions Raised

  • Which neighbor sale specifically, and is it truly comparable?

Original Evidence

  • Source channel: call
  • Source reference: executables:call-c30de78f11
  • Relevant excerpt or transcript timestamp: 00:04:20–00:06:45 — pricing objection
2026-07-10 · callUpdated Jul 10

Summary

Follow-up call to confirm timeline. George reiterated interest in downsizing, gave a relaxed ~6-month horizon, and said he's not in a rush.

Call Summary

AI agent placed the call; 5 minute 30 second conversation. On timing, he said he's not in a hurry — moving within about six months would be fine. He reconfirmed that he wants to downsize to a single-story home.

Outcome: Connected — relaxed timeline, motivation reaffirmed.

Extracted Facts

  • Fact: Target timeline
    • Value: ~6 months, no urgency
    • Scope: opportunity
    • Status: confirmed
    • Source: 2026-07-10 call

Seller Commitments

  • None identified.

Our Commitments

  • None identified.

Questions Raised

  • None identified.

Original Evidence

  • Source channel: call
  • Source reference: executables:call-40aa9e12cd
  • Relevant excerpt or transcript timestamp: 00:01:10–00:02:00 — timeline statement
2026-06-02 · noteUpdated Jun 2

Summary

George Papadakis's contact record synced in from Brivity CRM as a "likely seller" — Hyde Park property, 24-year ownership, empty-nest proxy signal.

Extracted Facts

  • Fact: Ownership length
    • Value: 24 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-09750
  • Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-06-02 09:30 local