Patricia Nguyen

Contact

• Full name: Patricia Nguyen
• Preferred name: Pat
• Account owner (agent): Jordan Ellis
• Spouse / co-owner: none — sole owner

Property

Property 1

• Address: 5602 Berkman Dr, Austin, TX 78723
• Google Maps URL: unknown
• Property type: Single-family, 3 bed / 2 bath
• Beds / baths: 3 / 2
• Square footage: 1,610 sq ft (county record)
• Year built: 1975
• Estimated value: $605,000 (Brivity AVM estimate, imported 2026-04-02); listed at $619,000 following the 2026-07-10 CMA presentation
• Ownership length: 13 years
• Status: listed, active on market since 2026-07-22

Contacts

Contact 1

• Name: Patricia Nguyen
• Role: Sole owner
• Email: pat.nguyen.windsorpark@example.com
• Phone: (512) 555-1355
• Preferred channel: text for quick updates, call for anything substantive
• Decision role: sole decision-maker

Seller Situation

• Estimated mortgage balance: unknown
• Estimated equity: unknown
• Reason for potential move: accepted a new job in Portland, OR; needed to sell before relocating (confirmed 2026-05-15)
• Timeline to decide: needed to list by mid-July 2026 to align with her relocation — met
• Notes: Listing agreement signed 2026-07-15. Property went active on MLS 2026-07-22. First showing feedback logged 2026-08-08 — no offers yet, feedback generally positive on condition, some comments on price relative to two nearby comps that sold slightly lower.

Contact Preferences & Compliance

• Preferred contact hours: weekday evenings (stated 2026-05-15)
• Do-not-call status: not on internal DNC list; not opted out
• Call/text consent on file: yes — active client, ongoing consent
• Consent recorded: 2026-05-15
• Opt-out requested: no

Data Quality

• Last verified: 2026-08-08 (call — showing feedback review)
• Verified by: AI Agent (call) + Jordan Ellis (listing management)
• Open profile questions: Whether a price adjustment is warranted after 3 weeks on market with no offers.

Current Situation

Patricia Nguyen accepted a new job in Portland, OR and needed to sell her Windsor Park home before relocating. Motivation and timeline were confirmed quickly (2026-05-15), a listing appointment followed, and she signed a listing agreement on 2026-07-15. The property has been active on MLS since 2026-07-22 at $619,000. As of the 2026-08-08 showing-feedback review, there's been solid showing traffic and positive feedback on condition, but no offers yet — a couple of showings noted the price felt slightly high relative to two nearby comps that sold a bit lower. This is now an active-client servicing relationship, not a nurture account.

Key People

• Patricia Nguyen — Sole owner — full decision authority

Seller Needs

• Primary motivation: relocating for a new job in Portland, OR (met/in progress)
• Target timeline: sell before her relocation — listing is live and on track
• Price expectation: currently listed at $619,000
• Preferred move date: aligned to her job start date
• Concerns: wants to avoid an extended time-on-market given her relocation timeline

Commercial Assessment

• Current stage: Active Client (Listing Signed)
• Motivation level: high
• Urgency: high — relocation timeline in progress
• Primary blocker: none structural — normal market-response monitoring
• Readiness to list: n/a — already listed
• Opportunity potential (est. commission): ~$18,570 at 3% of the $619K list price
• Main risk: three weeks on market with feedback suggesting the price may be slightly high — risk of stagnation if not addressed

Property Fit / Market Positioning

• Recommended list price: currently $619,000; consider a modest adjustment if no offers within another 1-2 weeks, informed by the two comps showings referenced
• Comparable sales used: two nearby Windsor Park sales referenced in 2026-08-08 showing feedback (addresses to be pulled from MLS comp report)
• Suggested prep work: completed prior to listing (staging, minor touch-ups per the 2026-07-10 CMA appointment notes)
• Alternatives considered: n/a — actively listed

Open Questions

• Should the list price be adjusted given 3 weeks of showings without an offer?

Current Recommendation

Review the two referenced comps directly; if they genuinely support a lower price point, propose a modest adjustment to Patricia given her relocation timeline rather than waiting passively for offers.

Evidence Used

• Timeline event or source reference: 2026-07-15-listing-agreement-signed.md, 2026-08-08-showing-feedback-review-call.md

Active Actions

action-007

• Action: Pull the two comps referenced in showing feedback and call Patricia with a price-adjustment recommendation if warranted
• Type: outreach_call
• Channel: call
• Reason: Three weeks on market with feedback suggesting price sensitivity; her relocation timeline means stagnation has a real cost
• Trigger: 2026-08-08 showing feedback review
• Owner: Jordan Ellis
• Priority: high
• Status: in_progress
• Due date: 2026-08-15
• Approval required: yes
• Agent permission: recommend_only
• Required inputs: MLS comp pull for the two referenced nearby sales
• Completion condition: Patricia informed of the recommendation and her decision logged
• Created from: action-006
• Result:

Waiting on Lead

• None currently.

Scheduled Follow-ups

followup-001

• Trigger date: 2026-08-22
• Condition: if still no offers after the price review
• Action: revisit marketing plan (photos refresh, open house) alongside any price adjustment
• Owner: Jordan Ellis

Completed Actions

• action-001 — Initial outreach call — Completed 2026-05-02. Result: Call connected; Patricia confirmed sole ownership and a new job offer in Portland, OR requiring relocation.
• action-002 — Follow-up call to confirm timeline — Completed 2026-05-15. Result: Patricia confirmed she needs to list by mid-July to align with her relocation.
• action-003 — Book listing appointment — Completed 2026-06-20. Result: Appointment booked for 2026-07-10.
• action-004 — Listing appointment (walkthrough + CMA) — Completed 2026-07-10. Result: CMA presented, list price of $619,000 agreed pending minor prep.
• action-005 — Prepare and send listing agreement for signature — Completed 2026-07-14. Result: Agreement sent for e-signature.
• action-006 — Confirm listing agreement signed and go active on MLS — Completed 2026-07-22. Result: Signed 2026-07-15; listing went active 2026-07-22 at $619,000.

Summary

Check-in call reviewing showing feedback after 3 weeks on market. Overall condition feedback has been positive; two recent showings noted the price felt slightly high relative to nearby comps that sold a bit lower. No offers yet. Discussed monitoring for another week before considering a price adjustment.

Call Summary

AI agent placed the call; 7-minute conversation. Shared showing activity from the past three weeks. Feedback on the property's condition itself has been largely positive, but the two most recent showings noted that the price feels a bit high compared to similar nearby properties. No offers yet. Patricia understood the situation and agreed to wait another 1-2 weeks and consider a price adjustment if needed.

Outcome: Connected — no offers yet; possible price sensitivity flagged; monitoring before adjustment.

Extracted Facts

• Fact: Showing feedback
  • Value: positive on condition; price feels high relative to two comps per recent showings
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-08-08 call (relaying agent-collected showing feedback)

Seller Commitments

• Patricia agreed to consider a price adjustment if no offers within 1-2 more weeks.

Our Commitments

• Will pull the referenced comps and bring a recommendation.

Questions Raised

• Do the two referenced comps genuinely support a lower price point?

Original Evidence

• Source channel: call
• Source reference: executables:call-pn-0808
• Relevant excerpt or transcript timestamp: 00:02:10–00:04:30 — showing feedback discussion

Summary

Patricia signed the exclusive listing agreement at $619,000. Property scheduled to go active on MLS 2026-07-22 following completion of the agreed prep work and listing photos.

Extracted Facts

• Fact: Listing agreement signed
  • Value: signed 2026-07-15, list price $619,000
  • 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:pn-listing-agreement
• Relevant excerpt or transcript timestamp: signed 2026-07-15

Summary

Listing appointment conducted at the property. Jordan Ellis walked through with Patricia, presented a CMA supporting a $619,000 list price, and recommended light staging and a few minor touch-ups (paint touch-up in the primary bedroom, yard cleanup) before photos. Patricia agreed to the price and prep plan.

Extracted Facts

• Fact: Agreed list price
  • Value: $619,000
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-07-10 appointment
• Fact: Prep recommendations
  • Value: paint touch-up (primary bedroom), yard cleanup
  • Scope: property
  • Status: confirmed
  • Source: 2026-07-10 appointment

Customer Commitments

• Patricia agreed to complete the minor prep work before listing photos.

Our Commitments

• Will prepare the listing agreement for signature.

Questions Raised

• None identified.

Original Evidence

• Source channel: in_person
• Source reference: executables:appt-pn-0620
• Relevant excerpt or transcript timestamp: walkthrough notes, 2026-07-10

Summary

Follow-up call. Patricia confirmed she accepted a new job in Portland, OR and needs to list her Windsor Park home by mid-July to stay on track with her relocation.

Call Summary

AI agent placed the call; 8-minute conversation. Patricia herself answered and confirmed she has accepted a new job offer in Portland and needs to list the property by mid-July.

Outcome: Connected — strong, time-bound motivation confirmed.

Extracted Facts

• Fact: Target timeline
  • Value: list by mid-July 2026
  • Scope: opportunity
  • Status: confirmed
  • Source: 2026-05-15 call

Seller Commitments

• None identified.

Our Commitments

• Will move to schedule a listing appointment.

Questions Raised

• None identified.

Original Evidence

• Source channel: call
• Source reference: executables:call-pn-0515
• Relevant excerpt or transcript timestamp: 00:01:40–00:03:00 — relocation and timeline

Summary

Patricia Nguyen's contact record synced in from Brivity CRM as a "likely seller" — Windsor Park property, 13-year ownership, flagged on a general tenure signal.

Extracted Facts

• Fact: Ownership length
  • Value: 13 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-08877
• Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-04-02 08:40 local