Victoria Sterling
Prospect – BuyerMobile: +44 7700 900 119
Email: jsterling@comms.co.uk
Joint purchaser in transfer, finance and KYC fully cleared.
Phone: +44 20 7123 4567
Email: a.thorne@sterlinglegal.co.uk
Directly handling transfer, memorandum, and contract exchange drafts.
Purchase Pipeline
Active for 12 daysActive Buying Intent
Luxury Residential Portfolio
Budget Range
£2.5M - £4M
Finance Status
payments Cash Buyer
Timeline
Immediate
Preferred Areas
Deansgate, Hale, Wilmslow
Bedrooms
3+ En-suite Preferred
Mandate Timeline
Showing 6 of 6 entriesNew enquiry & qualified are complete on the contact record.
15 Oct 2023
9:30 am
Stage: Qualified
flagStage ChangeBudget confirmed at £2.0M–£3.5M. Cash buyer, no chain. Areas: Deansgate, Hale, Wilmslow. Immediate timeline.
Alexander Thorne
Deansgate24 Oct 2023
11:30 am
Email received — proof of funds
mark_email_readEmailSubject: "Documents for proof of funds" — attachment scanned and verified. AML pack now complete.
Alexander Thorne
DeansgateYesterday
4:20 pm
Stage changed — Qualified → Matching
flagStage ChangeBudget revised upward from £2.0M to £2.5M following proof of funds verification. Matching criteria updated.
Alexander Thorne
DeansgateYesterday
4:45 pm
Matching properties sent — opened
mark_email_readOpened3 matched listings emailed: Ashley Road Hale, King Street Deansgate, and Cavendish Road Wilmslow. Victoria opened within 12 minutes.
Julian Vane
DeansgateToday
9:45 am
Outbound call — 14 mins
callCallDiscussed recent viewings in Hale. Victoria was particularly impressed by the floorplan on Ashley Road.
Julian Vane
DeansgateToday
Now
Matching & viewings track
radio_button_checkedActiveMatched properties shared. Viewings to be scheduled — use View Matches → to progress.
Julian Vane
DeansgateAI Co-Pilot Insights
No follow-up in 9 days. Recommend contacting to maintain momentum.
A matching 3-bed Victorian terrace was added yesterday in Hale.
Engagement Score: High. Victoria responds 40% faster to SMS than email.
Core Information
12 Eaton Square
Deansgate, Manchester M3 4AF
Marketing Consent
Active - All Channels
Linked Relationships
Julian Sterling
Spouse / Shared Intent
Priority Tasks
1 OverdueFollow up on Deansgate viewing
Due: 2 Days Ago
Request AML update
Due: Tomorrow
Secured Vault
VIP
Marcus Sterling
VendorMobile: +44 7700 900 789
Email: victoria@sterling.io
Full signatory on contracts, has equal property equity shares.
Phone: +44 1625 590 120
Contact: Arthur Pendelton
Directly handling instructions, escrow deposits, and titles transfer drafts.
Sales Intent Pipeline
Active mandateNew enquiry and qualification are complete. The mandate is at property valuation; capture the visit in Sell intent (opens the mandate workspace).
Active Selling Intent
The Glass House · Sole mandate · Surrey
Open the Sell intent workspace for valuation through reconciliation. Use Property valuation to jump straight to the valuation form.
Expected Price
£4.00M
Stage
calculate Valuation
Total Views Scheduled
8
Views Completed
3
Views Pending
5
Number of Offers
4
Max Offer
£4.08M
Property record
Subject sale must exist in Property inventory before marketing and portal distribution.
Mandate Timeline
7 entriesNew enquiry & qualified are complete on the contact record.
19 Oct 2023
10:05 am
Stage: Qualified
flagStage ChangeVendor motivation and fee expectation recorded; Glass House flagged for sole mandate track.
Alexander Thorne
Deansgate14 Jan 2026
2:30 pm
Valuation booked
flagStage ChangeProperty valuation visit scheduled. Open Sell intent → to capture details.
Julian Vane
Deansgate22 Jan 2026
9:15 am
Note logged
sticky_note_2NoteVendor confirmed sole mandate. Discussed expected price range £3.8M–£4.2M. Asked to review comparable sales from 2024.
Julian Vane
Deansgate3 Feb 2026
11:40 am
Outbound call — 18 mins
callCallDiscussed timing of valuation visit. Marcus confirmed he wants to list before spring. Fee agreed in principle at 1.25%.
Alexander Thorne
Deansgate14 Feb 2026
3:05 pm
Document uploaded — Agency agreement (draft)
descriptionDocumentDraft agency agreement added to vendor vault. Sent to Marcus for review prior to instruction sign-off.
Alexander Thorne
Deansgate18 Apr 2026
11:20 am
Email sent — delivered and opened
mark_email_readEmailSolicitor confirmed searches submitted. Awaiting results from local authority — ETA approx. 10 working days.
Julian Vane
DeansgateToday
Now
Valuation & instruction track
radio_button_checkedActiveProperty valuation visit to be logged in Sell intent; instruction pack follows once agreed.
Alexander Thorne
DeansgateAI Co-Pilot · Vendor
Gate: vendor AML must be complete before marketing push. Proof of funds on every offer before acceptance.
Comparable demand strong in GU5 band — keep block viewings in CRM diary.
Subject property
The Glass House
Guildford Road, Surrey GU5 · Add full record in inventory
Key decisions
- Vendor AML complete? → else marketing blocked.
- Buyer proof of funds satisfactory? → else offer not progressed.
- Risk acceptable? → else enhanced checks.
- Ready to exchange? → else progression continues.
Next actions
Add property to inventory
Opens Property workspace — use Add New Property in the sidebar.
Complete sell intent workspace