| # | Client / Property | Type | Agent | Phase | Process | Next Milestone | Date | Links |
|---|---|---|---|---|---|---|---|---|
| C01 | Aguilar TBD | Buyer | JRD | Cultivate (02.00) | Buyer Consultation Overview sent. Buyer Rep Agreement pending. | Sign Buyer Rep Agreement | 2026-03-15 |
Email Only
|
| C02 | Resasco TBD | Investor | JRD | Cultivate (02.00) | 7 fourplex investment properties identified. Listing agent contact info gathered for rent roll requests. | Send rent roll request emails to listing agents | 2026-03-15 | |
| C03 | Steele 5503 Sylmar | Seller | JRD | Cultivate (02.00) | Listing preparation. Photos & survey requested. Conversation overview sent for review. | Joe approval on v2 email → send to client | 2026-03-15 |
Pending
|
| C04 | Bennett 1054 Lamonte | Buyer | JRD | Contract (03.00) | Under contract. Inspection analysis completed and delivered. | Monitor option period deadlines | 2026-03-10 |
Email Only
|
| C05 | Poon 2803 Fairhope | Landlord | JRD | Cultivate (02.00) | Lease + sale analysis complete. 12 rental comps. $2,400/mo recommendation. | Client decision: lease vs sell | 2026-03-10 | |
| C06 | Ebuh TBD | Seller | JRD | Cultivate (02.00) | New client. Initial contact made. | Consultation & listing preparation | 2026-03-15 |
New
|
| C07 | Meyer TBD | Seller | JRD | Cultivate (02.00) | New client. Initial contact made. | Consultation & listing preparation | 2026-03-15 |
New
|