Chelone Realty
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Walter Higgins

Pipeline Stage

  1. Lead identified
  2. Contact made
  3. Nurturing
  4. Appointment set
  5. Listing signed

Next Action

  • Send a confirmation text a day before the 2026-08-15 listing appointmentMedium

Vault

3
ProfileUpdated Aug 5

Contact

  • Full name: Walter Higgins
  • Preferred name: Walt
  • Account owner (agent): Jordan Ellis
  • Spouse / co-owner: Sharon Higgins (joint owner per deed, aligned per Walt)

Property

Property 1

  • Address: 305 Rockmoor Dr, Georgetown, TX 78628
  • Google Maps URL: unknown
  • Property type: Single-family, 3 bed / 2 bath
  • Beds / baths: 3 / 2
  • Square footage: 2,240 sq ft (county record)
  • Year built: 1996
  • Estimated value: $535,000 (Brivity AVM estimate, imported 2026-05-18)
  • Ownership length: 15 years
  • Status: owner-occupied (confirmed 2026-06-10)

Contacts

Contact 1

  • Name: Walter Higgins
  • Role: Joint owner
  • Email: whiggins.georgetown@example.com
  • Phone: (512) 555-1298
  • Preferred channel: call
  • Decision role: joint with Sharon; both aligned per Walt

Seller Situation

  • Estimated mortgage balance: small remaining balance, "almost paid off" per Walt (2026-06-10)
  • Estimated equity: high (estimated)
  • Reason for potential move: wants to relocate to Dallas, TX to be near their daughter and new grandchild (stated 2026-06-10, reaffirmed 2026-07-18)
  • Timeline to decide: wants to be moved by the end of 2026 (stated 2026-07-18)
  • Notes: Listing appointment booked 2026-08-05 for 2026-08-15.

Contact Preferences & Compliance

  • Preferred contact hours: weekday mid-morning (stated 2026-06-10)
  • Do-not-call status: not on internal DNC list; not opted out
  • Call/text consent on file: yes — reconfirmed across calls
  • Consent recorded: 2026-06-10
  • Opt-out requested: no

Data Quality

  • Last verified: 2026-08-05 (call)
  • Verified by: AI Agent (call)
  • Open profile questions: Exact remaining mortgage balance; any repairs to flag before listing.
ContextUpdated Aug 5

Current Situation

Walter and Sharon Higgins want to relocate to Dallas to be near their daughter and new grandchild, a clear and emotionally-grounded motivation confirmed across two calls. Walt set a target of being moved by the end of 2026, giving the account real urgency. A listing appointment (walkthrough + CMA presentation) was booked on 2026-08-05 for 2026-08-15.

Key People

  • Walter Higgins — Joint owner, primary contact — full authority alongside Sharon
  • Sharon Higgins — Joint owner — aligned per Walt, not yet contacted directly

Seller Needs

  • Primary motivation: relocating to Dallas to be near daughter and new grandchild
  • Target timeline: moved by end of 2026
  • Price expectation: not yet stated — to be discussed at the appointment
  • Preferred move date: end of 2026
  • Concerns: none stated beyond wanting to move efficiently given the year-end target

Commercial Assessment

  • Current stage: Appointment Set
  • Motivation level: high
  • Urgency: high — firm end-of-year target
  • Primary blocker: none currently — executing toward the appointment
  • Readiness to list: high
  • Opportunity potential (est. commission): ~$16,050 at 3% of the $535K AVM estimate
  • Main risk: end-of-year timeline means the appointment and subsequent listing prep need to move efficiently to hit the target

Property Fit / Market Positioning

  • Recommended list price: to be presented at the 2026-08-15 appointment, pending final CMA
  • Comparable sales used: CMA in progress
  • Suggested prep work: to be assessed at the walkthrough
  • Alternatives considered: none — decision is firm

Open Questions

  • Exact remaining mortgage balance, to plan net proceeds accurately
  • Any repairs needed before listing photos?

Current Recommendation

Send a confirmation reminder ahead of the 2026-08-15 appointment, and prepare the CMA plus a rough closing timeline that supports his end-of-year move target.

Evidence Used

  • Timeline event or source reference: 2026-08-05-appointment-booked.md
ExecutionUpdated Aug 5

Active Actions

action-004

  • Action: Send a confirmation text a day before the 2026-08-15 listing appointment
  • Type: follow_up
  • Channel: text
  • Reason: Standard confirmation touch to reduce no-show risk ahead of a booked in-person appointment
  • Trigger: appointment booked 2026-08-05
  • Owner: AI Agent
  • Priority: medium
  • Status: scheduled
  • Due date: 2026-08-14
  • Approval required: no
  • Agent permission: autonomous
  • Required inputs: none
  • Completion condition: confirmation text sent
  • Created from: action-003
  • Result:

Waiting on Lead

  • None currently.

Scheduled Follow-ups

followup-001

  • Trigger date: 2026-08-15
  • Condition: after the appointment
  • Action: log outcome and, if positive, move to preparing listing paperwork with an eye toward the end-of-2026 move target
  • Owner: Jordan Ellis

Completed Actions

  • action-001 — Initial outreach call — Completed 2026-06-10. Result: Call connected; Walt confirmed joint ownership with Sharon, small remaining mortgage balance, and stated they want to relocate to Dallas to be near their daughter and new grandchild.
  • action-002 — Follow-up call to confirm timeline — Completed 2026-07-18. Result: Walt confirmed an end-of-2026 move target.
  • action-003 — Book listing appointment — Completed 2026-08-05. Result: Appointment booked for 2026-08-15 at the property.

Activity Log

4
2026-08-05 · appointmentUpdated Aug 5

Summary

The AI agent scheduled an in-person appointment (walkthrough valuation). Date/time: 2026-08-15 09:30. Location: 305 Rockmoor Dr, Georgetown, TX 78628.

Appointment Details

  • Type: Walkthrough valuation
  • Scheduled for: 2026-08-15 09:30
  • Location: 305 Rockmoor Dr, Georgetown, TX 78628
  • Notes: Year-end move target — bring CMA plus a rough closing-timeline plan that supports moving by end of 2026.

Original Evidence

  • Source channel: appointment
  • Source reference: executables:appt-higgins-0805
  • Relevant excerpt or transcript timestamp: booked directly from the Executables page, 2026-08-05
2026-07-18 · callUpdated Jul 18

Summary

Follow-up call. Walt confirmed a firm target of being moved to Dallas by the end of 2026 and said he's ready to move forward with a listing appointment.

Call Summary

AI agent placed the call; 6-minute conversation. He shared a clear target of moving to Dallas by the end of this year, and agreed to move forward with scheduling a walkthrough valuation.

Outcome: Connected — firm end-of-2026 timeline confirmed; ready to schedule appointment.

Extracted Facts

  • Fact: Target timeline
    • Value: moved to Dallas by end of 2026
    • Scope: opportunity
    • Status: confirmed
    • Source: 2026-07-18 call

Seller Commitments

  • Agreed to schedule a listing appointment.

Our Commitments

  • Will follow up to schedule the appointment.

Questions Raised

  • None identified.

Original Evidence

  • Source channel: call
  • Source reference: executables:call-e930bc1244
  • Relevant excerpt or transcript timestamp: 00:01:00–00:02:10 — timeline confirmation
2026-06-10 · callUpdated Jun 10

Summary

Initial outreach call connected with Walt Higgins. He confirmed joint ownership with his wife Sharon, a small remaining mortgage balance, and shared they want to relocate to Dallas to be near their daughter and new grandchild.

Call Summary

AI agent placed the call; 8 minute 30 second conversation. Walt himself answered. He confirmed joint ownership with his wife Sharon and that the mortgage is nearly paid off. In a warm tone, he shared that they want to move to Dallas to be near their daughter and new grandchild.

Outcome: Connected — strong, emotionally-grounded motivation (family relocation).

Extracted Facts

  • Fact: Stated motivation
    • Value: relocating to Dallas to be near daughter and new grandchild
    • Scope: opportunity
    • Status: confirmed
    • Source: 2026-06-10 call
  • Fact: Mortgage status
    • Value: small remaining balance, nearly paid off
    • Scope: property
    • Status: confirmed
    • Source: 2026-06-10 call

Seller Commitments

  • None identified.

Our Commitments

  • Will follow up on timeline.

Questions Raised

  • None identified.

Original Evidence

  • Source channel: call
  • Source reference: executables:call-77120eaa4c
  • Relevant excerpt or transcript timestamp: 00:02:00–00:04:00 — motivation statement
2026-05-18 · noteUpdated May 18

Summary

Walter Higgins's contact record synced in from Brivity CRM as a "likely seller" — Georgetown property, 15-year ownership, near-payoff mortgage signal.

Extracted Facts

  • Fact: Ownership length
    • Value: 15 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-09523
  • Relevant excerpt or transcript timestamp: Brivity contact sync, 2026-05-18 10:15 local