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Portfolio readdone today at 07:40
All peopleHelena Marques visitPortal Asource2 Marsince RecordPrioritiesRecord in the CRM

Helena Marques

visitPortal Asince 2 Mar2 bed, launch, delivery 2027
Budget$650krecorded 2 March · CRM [2]
Visits26 and 10 April · unit 1204 [1]
Open proposals0none, 7 days after the first visit [2]
Last contact10 Aprvisit, unit 1204 [1]

Today for this buyer

visit log [1] · CRM read 07:40 [2]
7days since the first visit
2visits, both "liked"
0open task for this buyer
nonefinancing simulation on record
Assistant proposes

Send the financing simulation for unit 1204 and propose a proposal meeting

Based on

  • "Asked about the financing simulation for the 2027 delivery" visit of 6 April, 10:00 [1]
  • "Second visit, with her partner; asked again about financing" visit of 10 April, 10:30 [1]
  • "No proposal in 9 days since the first visit; no simulation sent" CRM buyer record, read 07:40 [2]

What it writes, if you approve

  • Task Email, due 14 April: financing simulation, unit 1204, 2027 delivery
  • Note on the buyer Asked about financing on both visits; no simulation on record

The assistant will not: send anything to the buyer, change her budget, or create a proposal.

Summary

written from [1] and [2], not from memory

Who

Buyer from Portal A since 2 March, looking for a two-bedroom launch unit in Northgate with delivery in 2027. Budget recorded at $650,000, which covers unit 1204 at $620,000.

Where it stands

Two visits to unit 1204, the second with her partner. On both she asked about the financing simulation, and none is on record. No proposal nine days after the first visit.

What is missing

Financing pre-approval and a decision date. The CRM has neither; the assistant does not estimate them.

Signals

[1] [2]
  • Asked about financing twice6 and 10 April [1]
  • Visited with her partner10 April [1]
  • Budget covers the unit$650,000 against $620,000 [2] [4]
  • No follow-up sent after either visitvisit log [1]
  • Portal lead on the same unit this morningname withheld by the portal [3]
Profile coverage6 of 8 fields

missing: financing pre-approval, decision date

Open proposals

CRM [2]
No proposal yet.

The assistant proposes one after the financing simulation is sent and answered. The unit is Northgate Towers, unit 1204, $620,000, 11 visits and 2 proposals from other buyers [4].

Visits

visit log [1]
  • 10 Apr10:30Northgate Towers, unit 1204 liked"Second visit, with her partner; asked again about financing" visit log [1]no follow-up sent
  • 6 Apr10:00Northgate Towers, unit 1204 liked"Asked about the financing simulation for the 2027 delivery" visit log [1]no follow-up sent

What the assistant did, and who approved it

assistant log, all people
WhenWhatPersonApproved byStatus
2026-04-13 07:40Read the portfolio: 14 people, 9 listings, 4 portal leads, 12 visitsportfoliono approval needed, read onlyin the CRM
2026-04-12 18:05Task created: first call with Lucas FerreiraLucas FerreiraMarina Costain the CRM
2026-04-10 12:20Note added: asked about financing on both visitsHelena MarquesMarina Costain the CRM
2026-04-08 09:10Proposed a price review for house 14Samuel Okafornot approved yetwaiting
2026-04-06 17:50Task created: confirm the visit with Noah BrandtNoah BrandtMarina Costaundone