Sergio Villalobos Demo record

Phoenix, AZ — W Roeser Rd  ·  Received 4 hours, 8 minutes ago  ·  Web form

Assigned svillalobos.hvac@example.com (602) 555-5520
63
out of 100
Warm lead
What arrived Web form

The lead exactly as it was received, before anything touched it.

Buenas. I have a house on W Roeser Rd in south Phoenix that I have been fixing up for two years. Almost done, maybe 3 more weeks on the bathroom. 3 bed 1 bath 1,100 sqft plus a casita I built (no permit for the casita). I want to sell when it's finished. My English is ok but my wife handles paperwork. What do you need from me.
What Claude read out of it

A dash means the model found nothing in the text and refused to guess. That is the correct answer, not a gap.

Name Sergio Villalobos from form
Email svillalobos.hvac@example.com from form
Phone (602) 555-5520 from form
Address W Roeser Rd
City Phoenix
State AZ
Basis not recorded
AZ predates provenance tracking — re-qualify to establish it
Postal code
Asking price
Why this lead scored 63 claude-opus-5 · 8834 ms
Motivation 6/10
How hard the seller signals they must move.
Timeline
Near term (1-3 months)
Price realism
Cannot assess

The seller is committed in principle — "I want to sell when it's finished" with "maybe 3 more weeks on the bathroom" — which puts a listing conversation inside a month, but there is no external pressure like a job move, a closing elsewhere, or financial strain, so this is a planned sale rather than an urgent one. Full name, email and mobile are on file, so the agent can call today and there is no reachability problem. The property detail is decent for a first contact (3/1, 1,100 sqft, plus a self-built casita), but the address stops at "W Roeser Rd" with no house number and there is no asking price, so pricing cannot be assessed at all. The flagged "no permit for the casita" is the real conversation here — unpermitted square footage affects appraisal and disclosure — and the seller's own "What do you need from me" plus reliance on his wife for paperwork signals an owner who would likely welcome representation.

Routing decision
Marisol Reyes
34% FSBO conversion · 2 of 12 slots open · assigned 3 hours, 11 minutes ago
Reason recorded at routing time
Marisol Reyes — Phoenix specialist, 34% FSBO conversion, 3 of 12 slots open, specialises in FSBO conversion, Warm lead matched to a strong closer. Score 79.3.

How the 11 agents on the roster would rank for this lead today

This is a fresh ranking against the roster as it stands right now, not a replay of the routing pass above. Capacity moves — an agent who had room when this lead came in may be full today — so the order here can differ from the decision that was recorded, and where it does, the recorded reason is still the one that was acted on.

# Agent Why Score
1 Marisol Reyes Holds this lead Marisol Reyes — Phoenix specialist, 34% FSBO conversion, 2 of 12 slots open, specialises in FSBO conversion, Warm lead matched to a strong closer. Score 77.3. 77.3
2 Karen Odell Karen Odell — Phoenix specialist, 22% FSBO conversion, 6 of 12 slots open, Warm lead matched to a strong closer. Score 65.0. 65.0
3 Ray Mendenhall Ray Mendenhall — Phoenix specialist, 8% FSBO conversion, 13 of 25 slots open, Warm lead matched to a strong closer. Score 47.6. 47.7
4 Priya Raghunathan Priya Raghunathan — licensed statewide in AZ, no local market match, 27% FSBO conversion, 3 of 15 slots open, Warm lead matched to a strong closer. Score 39.2. 39.2
5 Hank Vasquez Hank Vasquez — licensed statewide in AZ, no local market match, 12% FSBO conversion, 16 of 20 slots open, Warm lead matched to a strong closer. Score 34.5. 34.5
6 Terrence Idowu Terrence Idowu — licensed statewide in AZ, no local market match, 24% FSBO conversion, 2 of 14 slots open, Warm lead matched to a strong closer. Score 34.0. 34.0

  • Pipeline full Dale Whitcomb — pipeline full (8 of 8 slots used).
  • Pipeline full Simone Beauchamp — pipeline full (6 of 6 slots used).
  • Pipeline full Amara Oyelaran — pipeline full (9 of 9 slots used).
  • Pipeline full Curtis Blanchard — pipeline full (11 of 11 slots used).
  • Pipeline full Bobby Tran — pipeline full (10 of 10 slots used).
Record what happened

Marking this lead Listed, Lost or Bad data closes it and gives Marisol Reyes a capacity slot back.

Optional. What was said, what to do next.
History
  • Nothing recorded against this lead yet.