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Sophie Tran
New sophie.tran@example.com 0403 771 995 Richmond, VIC
InvestorReferral
AI score
64
Investment
SARA's qualification summary
New investment enquiry referred by the Nguyens. Second investment property, wants to use equity from PPOR. SARA has sent an intro SMS and is awaiting a reply to begin qualification.
How SARA qualified this lead
SARA AI Voice Agent
Inbound qualification call · Sophie Tran
Call duration
3m 41s
0:00
SARA · AI Voice Agent
Good morning, thanks for calling Doyle Finance, this is SARA. How can I help you today?
0:06
Sophie Tran
Hi, yeah, um, the Nguyens gave me your number? I'm looking at buying an investment property.
0:13
SARA · AI Voice Agent
Oh wonderful — the Nguyens are lovely clients of ours. I'll make sure to thank them for the referral. Can I grab your name?
0:20
Sophie Tran
Sophie. Sophie Tran.
0:24
SARA · AI Voice Agent
Thanks Sophie. So you're looking at an investment purchase — is this your first investment property, or do you have others?
0:31
Sophie Tran
It'd be my second. I've got my own home and one investment already. I was hoping to use some of the equity in my home for the deposit.
0:41
SARA · AI Voice Agent
That's a really common and smart strategy — releasing equity from your owner-occupied property to fund the next investment. Do you have a rough purchase price in mind?
0:52
Sophie Tran
Somewhere around 780, maybe a bit more depending on the area.
0:58
SARA · AI Voice Agent
Got it. To structure this well, Jordan our broker will want to look at your current property values, existing loans and rental income. I can set up a short call so he can map out your equity position and borrowing capacity — would you prefer a call or an in-person meeting?
1:14
Sophie Tran
A call's fine. I'm pretty busy during the day though.
1:20
SARA · AI Voice Agent
No problem — Jordan offers early-evening slots. I'll have him reach out today with a couple of times, and I'll text you a short list of what to have handy so the call is as useful as possible. Does the mobile you're calling from work best for that?
1:33
Sophie Tran
Yep this number's good.
1:37
SARA · AI Voice Agent
Perfect. I've noted everything down, Sophie — investment purchase around $780k, using equity from your home, referred by the Nguyens. Jordan will be in touch shortly. Thanks so much for calling, and welcome to Doyle Finance!
Conversation complete
✓ New lead created — nurture
Qualification
- Timeline
- Exploring
Loan requested
$780,000
Investment