RM
CM

Carlos Mendez

QualifiedWarm
71
+971 54 220 8841
carlos.m@gmail.com
Green Hills
AED 2.8M budget · Buy · First home
Source: Portal
DP

Assigned agent

Daniel Park

AI Customer Summary

First-time buyer, mortgage pre-qualification pending. Motivated but needs hand-holding on process. Good fit for townhouse inventory. Schedule a discovery call.

Recommended next action

Book mortgage advisory call

AI Follow-up Message

Draft ready
Hi Carlos, thank you for visiting yesterday — delighted you loved the The Oakwood Townhouse. I've prepared a revised proposal addressing the service-charge point we discussed. Could I call you at 5 PM today to walk you through it?

Communication Timeline

AI lead score updated

Yesterday · 17:30

Score rose to 71 after financing confirmed

CRM record created

Jun 22 · 09:00

Auto-generated from portal inquiry