Marcus DeLeon

Contact

• Full name: Marcus DeLeon
• Preferred name: unknown
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: unknown

Property

Property 1

• Address: 2211 Deer Trail Dr, Round Rock, TX 78681
• Google Maps URL: unknown
• Property type: Single-family, 3 bed / 2 bath
• Beds / baths: 3 / 2
• Square footage: 1,980 sq ft (county record)
• Year built: 2003
• Estimated value: $515,000 (Brivity AVM estimate, imported 2026-08-11 — not independently verified)
• Ownership length: 9 years
• Status: owner-occupied (assumed; not confirmed)

Contacts

Contact 1

• Name: Marcus DeLeon
• Role: Sole owner
• Email: mdeleon.rr@example.com
• Phone: (512) 555-0298
• Preferred channel: unknown — no contact attempted yet
• Decision role: sole decision-maker (assumed)

Seller Situation

• Estimated mortgage balance: unknown
• Estimated equity: moderate (estimated, unconfirmed)
• Reason for potential move: unknown — Brivity flagged this lead from a public LinkedIn job-change signal (new employer listed as being headquartered out of state); not independently confirmed
• Timeline to decide: unknown
• Notes: No outreach attempted yet. Job-relocation signals tend to be time-sensitive if accurate, so this lead is prioritized slightly above other identified-stage leads despite equal tenure/equity uncertainty.

Contact Preferences & Compliance

• Preferred contact hours: unknown
• Do-not-call status: not on internal DNC list; national registry not yet checked
• Call/text consent on file: pending — Brivity import consent flag, to be re-verified on first live contact
• Consent recorded: 2026-08-11 (import only)
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-11 (Brivity CRM import — public social-signal match, unconfirmed)
• Verified by: Brivity import
• Open profile questions: Confirm the job-relocation signal is accurate and current; confirm timeline if so.

Current Situation

Marcus DeLeon was imported from Brivity CRM on 2026-08-11 on a job-relocation signal (a public professional-profile update suggesting a new out-of-state employer). This kind of signal is higher-urgency than a tenure-based score if accurate, but it is unconfirmed — no contact has been made yet and profile updates are sometimes stale or misread by Brivity's model.

Key People

• Marcus DeLeon — Sole owner (assumed) — full decision authority (unconfirmed)

Seller Needs

• Primary motivation: unknown (possible job relocation)
• Target timeline: unknown — potentially time-sensitive if relocation is real
• Price expectation: unknown
• Preferred move date: unknown
• Concerns: unknown

Commercial Assessment

• Current stage: Identified
• Motivation level: unknown
• Urgency: unknown, but treat as potentially high given the relocation signal
• Primary blocker: no contact made
• Readiness to list: unknown
• Opportunity potential (est. commission): ~$15,450 at 3% of the $515K AVM estimate — speculative
• Main risk: the relocation signal could be stale, unrelated to a residence change, or simply wrong

Property Fit / Market Positioning

• Recommended list price: unknown
• Comparable sales used: none yet
• Suggested prep work: unknown
• Alternatives considered: unknown

Open Questions

• Is the relocation signal accurate and current?
• If real, what's the timeline — is there urgency to list quickly?

Current Recommendation

Prioritize an initial outreach call given the potential time-sensitivity; lead with a low-pressure, general check-in rather than referencing the relocation signal directly, since it isn't confirmed.

Evidence Used

• Timeline event or source reference: 2026-08-11-lead-imported-from-brivity.md

Active Actions

action-001

• Action: Place initial outreach call to confirm interest and identity
• Type: outreach_call
• Channel: call
• Reason: Job-relocation signal is potentially time-sensitive; needs a live conversation to confirm or rule out
• Trigger: Brivity CRM import on 2026-08-11
• Owner: AI Agent
• Priority: high
• Status: ready
• Due date: 2026-08-13
• Approval required: no
• Agent permission: autonomous
• Required inputs: none
• Completion condition: call connects and Marcus confirms or denies interest, or 3 attempts made with no answer
• Created from: Brivity import
• Result:

Waiting on Lead

waiting-001

• Item needed: confirmation of interest and timeline
• Requested on: not yet requested
• Follow-up date: 2026-08-13
• Related action: action-001

Scheduled Follow-ups

followup-001

• Trigger date: 2026-08-15
• Condition: if action-001 gets no answer after 3 attempts
• Action: switch to a short introductory text message
• Owner: AI Agent

Completed Actions

• None yet.

Summary

Marcus DeLeon's contact record synced in from Brivity CRM, flagged on a job-relocation signal from a public professional-profile change. No prior contact history. Flagged as higher priority than a typical tenure-based "likely seller" score due to potential time-sensitivity, though unconfirmed.

Extracted Facts

• Fact: Relocation signal source
  • Value: public professional-profile update indicating a new out-of-state employer
  • Scope: lead
  • Status: inferred
  • Source: Brivity CRM signal aggregation (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-10501
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-08-11 11:30 local