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Lead Portrait

Liam Kensington

LED-1092 Proposal Sent High Priority
Advisor: Sophia Lopez Created: May 12, 2026 Last Updated: July 10, 2026 Source: Website Inquiry
INTERESTED PROPERTY Penthouse, Horizon Heights
TARGET BUDGET $12,500,000
EXPECTED CLOSING Sept 30, 2026
Affinity Score
88 SCORE
Very High Buying Intent
AI REVENUE PREDICTION
Closing Probability 85%
Est. Commission $375,000
3.0% Commission rate based on $12.5M.
Contact Registry
MOBILE PHONE +1 (305) 555-0192
SECURE EMAIL liam.kensington@royalholding.com
ALTERNATIVE CONTACT +1 (305) 555-0199 (Assistant)
OCCUPATION & CORPORATION Chief Executive Officer, Royal Sovereign Holdings
PREFERRED CONTACT METHOD Direct Phone & Email
Qualification Metrics
Budget Match 100%
Timeline Urgency 80%
Decision Authority 100%
Financing Certified Liquid Assets
Revenue Forecast
Target Commission Pool $375,000
Expected Closing Date Sept 30, 2026
Lead Advisor
Advisor Photo
Sophia Lopez

Senior Executive Broker

Direct Mobile: +1 (305) 555-0812
Advisor Close Rate: 92% Won
View Advisor Profile
Vault Center
4 Files
ID_Proof_KYC.pdf Verified • 1.4 MB
Horizon_Heights_Proposal_V2.pdf Active • 4.8 MB
Escrow_Quotation_Sheet.xlsx Signed • 820 KB
Agreement_Draft_UrbanHub.pdf In Review • 2.1 MB
INTERACTIONS

24

Total contacts
MEETINGS

4

Conducted tours
PHONE CALLS

8

Inbound/outbound
EMAILS SENT

12

Documents shared
Executive Summary & Brief
Lead Overview

Liam Kensington is the Managing CEO of Royal Sovereign Holdings. He is looking to acquire a prestigious waterfront penthouse or high-elevation estate villa in Miami to serve as his primary seasonal estate and corporate entertainment headquarters. He requires maximum visual elevation, direct security checkpoints, and a private dock or heliport access.

Aesthetic Demands
  • Waterfront view profile preferred
  • Minimum 4 dedicated guest suites
  • Private rooftop infinity lounge
  • Concierge service and gated ingress
Financial Mandate
  • Allocated budget up to $15.0M
  • Liquid pre-approved assets confirmed
  • Requires escrow clearing before Sept
  • Single-signer executive authority
Properties of High Interest
2 Listings
Horizon Heights Penthouse
Active Portfolio
Horizon Heights Penthouse

Biscayne Bay, Miami

$12,500,000 Explore Profile
The Obsidian Villa
Alternative Selection
The Obsidian Villa

Key Biscayne, Miami

$14,200,000 Explore Profile
Active Reminders
CRITICAL July 12, 14:00
Send Escalation Escrow Draft

Email revised escrow adjustments for Skydeck review.

Assigned: Sophia Lopez
Scheduled Events
JULY 15
CONFIRMED Tour Horizon Heights Private Heliport Tour

Direct private helicopter chauffeur tour hosted by Sophia.

Internal CRM Logs
Staff Sophia Lopez • Pinned • 2 hours ago

Liam indicated extreme interest in Horizon Heights. He values high security. Avoid sending email drafts regarding inland options, as his board strictly requires waterfront access to allow helipad operations.

Staff Sophia Lopez • July 08, 2026

Conducted phone follow-up. Discussed the revised pricing framework. Liquid asset reports are uploaded and verified in the vault center.

Suggested Comparable Active Leads
85
Alexander Sterling Budget: $15.0M Oceanfront Estate
79
Charlotte Dubois Budget: $10.5M Azure Sky Villa
Quick Administrative Actions
Conversion Analytics
Interaction Registry
Outbound Call Completed July 08, 11:20

Discussed high-elevation heliport accessibility. Duration: 18 mins.

Proposal Email Sent July 05, 14:02

Sent PDF version of contract proposal sheet. Opened twice by client.

WhatsApp Update July 02, 09:15

Client sent voice-note confirming they favor Horizon Heights elevations.

Property Tour Conducted June 15, 15:00

Sophia conducted extensive physical walkthrough of penthouse structure.

Pipeline Milestones
Lead Created in CRM May 12, 2026
First Call Contacted May 14, 2026
Pre-Approved / Qualified May 15, 2026
Luxury Site Visit Conducted June 15, 2026
Official Proposal Issued June 28, 2026
Escrow Negotiation Started July 05, 2026
Closed-Won Contract Clearance Pending Action