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Sample data · Marisol is a fictional demo agent

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EC

Elena Castillo

🔥 Hot · 85Buy

Referral · Captured Jul 23, 11:04 AM · Last touch Jul 26, 11:16 AM

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Conversation

I'm a first-time buyer and honestly a little overwhelmed — where do I even start?

Visitor · Jul 23, 11:04 AM

You're in exactly the right place, and it's simpler than it looks. First step is a budget and a pre-approval. Do you have a price range in mind?

Assistant · Jul 23, 11:04 AM

Around 700–720k. I just started talking to a lender.

Visitor · Jul 23, 11:06 AM

Great start. Once that letter's in hand, we'll tour a few homes so you get a feel for what that budget buys. Want to see a couple this week?

Assistant · Jul 23, 11:06 AM

Yes please, that would really help.

Visitor · Jul 23, 11:08 AM

Love it. I'll set up a small tour and walk you through each step. What day works, and what's the best number to confirm?

Assistant · Jul 23, 11:08 AM

Lead details

Emailelena.c@example.com
Phone+1 (619) 555-0144
Budget$720,000
Timeline60 days
FinancingPre-approved
LanguageEnglish

Schedule & tags

Follow upNot scheduled
first-time

Notes & activity

Booked a showing via chat — Monday, Aug 3, 2:00 PM.

Jul 29, 11:16 AM

First-time buyer — walked her through the escrow timeline.

Jul 29, 11:16 AM