Chelone Realty
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Linda Brashear

  1. Lead identified
  2. Contact made
  3. Nurturing
  4. Appointment set
  5. Listing signed
  • Send a CMA-backed home value estimate by email and ask about her downsizing timelineHigh

Vault

3
ProfileUpdated Aug 6

Contact

  • Full name: Linda Brashear
  • Preferred name: Linda
  • Account owner (agent): Jordan Ellis
  • Spouse / co-owner: unknown — email did not mention one

Property

Property 1

  • Address: 1417 Cottonwood Creek Trl, Cedar Park, TX 78613
  • Google Maps URL: unknown
  • Property type: Single-family, 4 bed / 3 bath
  • Beds / baths: 4 / 3
  • Square footage: 2,640 sq ft (county record)
  • Year built: 1999
  • Estimated value: $625,000 (Brivity AVM estimate, imported 2026-07-08 — Linda has asked for a proper CMA rather than relying on this)
  • Ownership length: 18 years
  • Status: owner-occupied (confirmed via email, 2026-08-06)

Contacts

Contact 1

  • Name: Linda Brashear
  • Role: Sole owner (per email, no co-owner mentioned)
  • Email: lbrashear1999@example.com
  • Phone: unknown — not yet provided
  • Preferred channel: email (initiated and has replied twice via email; no phone number given)
  • Decision role: sole decision-maker (assumed; unconfirmed)

Seller Situation

  • Estimated mortgage balance: unknown
  • Estimated equity: unknown
  • Reason for potential move: per her 2026-08-06 email, considering downsizing "now that it's just me in the house" — first direct motivation signal
  • Timeline to decide: not stated
  • Notes: Asked directly for a home value estimate/CMA — a strong engagement signal. Next step is to actually produce and send that.

Contact Preferences & Compliance

  • Preferred contact hours: unknown
  • Do-not-call status: not on internal DNC list; not opted out
  • Call/text consent on file: email consent only so far — no phone number on file, so call/text not yet applicable
  • Consent recorded: 2026-08-06 (email reply constitutes consent to continue email contact)
  • Opt-out requested: no

Data Quality

  • Last verified: 2026-08-06 (email reply)
  • Verified by: AI Agent (email)
  • Open profile questions: Phone number; firmer timeline; what she means by "downsizing" (smaller home vs. moving to a different type of housing).
ContextUpdated Aug 6

Current Situation

Linda Brashear replied to an initial outreach email on 2026-08-06, stating she may be interested in downsizing now that she's the only one living in the Cedar Park property, and asked directly for a home value estimate. This is a meaningfully stronger signal than most freshly-contacted leads — she initiated the ask rather than being prompted. The immediate next step is producing an accurate CMA rather than a generic AVM number, since she asked specifically for one.

Key People

  • Linda Brashear — Sole owner — full decision authority (self-stated, "just me in the house")

Seller Needs

  • Primary motivation: downsizing now that she lives alone
  • Target timeline: not stated
  • Price expectation: none stated — waiting on our estimate
  • Preferred move date: not discussed
  • Concerns: none stated yet

Commercial Assessment

  • Current stage: Contact Made
  • Motivation level: medium — real stated reason, but no timeline pressure yet
  • Urgency: unknown
  • Primary blocker: she's waiting on a CMA before continuing the conversation
  • Readiness to list: not yet, pending her reaction to the CMA
  • Opportunity potential (est. commission): ~$18,750 at 3% of the $625K AVM estimate — likely to firm up once a real CMA is produced
  • Main risk: a generic, poorly-supported estimate could undercut credibility with someone who asked a direct, specific question

Property Fit / Market Positioning

  • Recommended list price: pending CMA
  • Comparable sales used: none yet — CMA not yet run
  • Suggested prep work: unknown until a walkthrough or photos are available
  • Alternatives considered: none discussed

Open Questions

  • What does "downsizing" mean to her — smaller single-family home, condo, or something else?
  • Timeline — is this exploratory or does she have a target window?

Current Recommendation

Run a proper CMA against comparable Cedar Park sales and reply by email with a supported range (not just the AVM figure), then use that reply to ask about timeline and what "downsizing" looks like for her.

Evidence Used

  • Timeline event or source reference: 2026-08-06-email-reply-asking-for-value-estimate.md
ExecutionUpdated Aug 6

Active Actions

action-002

  • Action: Send a CMA-backed home value estimate by email and ask about her downsizing timeline
  • Type: outreach_email
  • Channel: email
  • Reason: Linda directly asked for a value estimate; a real CMA (not just the Brivity AVM) is needed to answer credibly and keep the conversation moving
  • Trigger: Linda's 2026-08-06 email reply
  • Owner: AI Agent
  • Priority: high
  • Status: ready
  • Due date: 2026-08-09
  • Approval required: no
  • Agent permission: draft_only
  • Required inputs: comparable sales pull for Cedar Park 78613 (4bd/3ba, similar sq ft)
  • Completion condition: email sent and any reply logged
  • Created from: action-001
  • Result:

Waiting on Lead

waiting-001

  • Item needed: phone number, and clarity on downsizing timeline/preferences
  • Requested on: to be asked in action-002's email
  • Follow-up date: 2026-08-13
  • Related action: action-002

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-08-13
  • Condition: if no reply to the CMA email within a week
  • Action: brief follow-up email checking whether the estimate was helpful
  • Owner: AI Agent

Completed Actions

  • action-001 — Initial outreach email — Completed 2026-07-25. Result: Linda replied on 2026-08-06 (delayed reply), confirmed occupancy, stated she may be interested in downsizing, and asked for a home value estimate.

Activity Log

1
2026-07-08 · noteUpdated Jul 8

Summary

Linda Brashear's contact record synced in from Brivity CRM as a "likely seller" — Cedar Park property, 18-year ownership, flagged on a long-tenure signal.

Extracted Facts

  • Fact: Ownership length
    • Value: 18 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-10199
  • Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-07-08 09:00 local

Email

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