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Agent X'S SOLICITOR REFFERALS
1. Chris
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Date: November 7, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Commercial Valuation Fee - Unit/Kiosk 1, BS1 5SY
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Instructed: Yes
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Fee: £300
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Outcome: True Revenue
2. Becky Eynon
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Date: August 30, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers CJCH
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Instructed: Yes
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Fee: £120
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Outcome: True Revenue
3. Danielle Elvira
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Date: June 1, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers CJCH
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Instructed: Yes
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Fee: £150
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Outcome: Pipeline
4. James & Rachel Rogers
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Date: August 18, 2022
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Referral Type: Purchaser Solicitors
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Solicitor Referred to: Natalie Summers CJCH
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Instructed: Yes
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Fee: £120
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Outcome: True Revenue
5. Matt and Claire Ferguson
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Date: August 18, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers CJCH
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Instructed: Yes
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Fee: £120
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Outcome: True Revenue
6. Anita Chung
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Date: August 5, 2022
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Referral Type: Purchaser Solicitors
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Solicitor Referred to: Ffion at CJCH Solicitors
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Instructed: No
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Fee: £100
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Outcome: Lost
7. Caine Ashford
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Date: July 8, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £150
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Outcome: Pipeline
| Total Fees |
|---|
| £1,060 |
Agent X'S SOLICITOR REFFERALS
| Date | Referral Type | Name | Solicitor Referred to | Instructed | Fee | Outcome | |
|---|---|---|---|---|---|---|---|
| 1 | November 7, 2022 | Vendor Solicitors | Chris | Commercial Valuation Fee - Unit/Kiosk 1, BS1 5SY | Yes | £300 | True Revenue |
| 2 | August 30, 2022 | Vendor Solicitors | Becky Eynon | Natalie Summers CJCH | Yes | £120 | True Revenue |
| 3 | June 1, 2022 | Vendor Solicitors | Danielle Elvira | Natalie Summers CJCH | Yes | £150 | Pipeline |
| 4 | August 18, 2022 | Purchaser Solicitors | James & Rachel Rogers | Natalie Summers CJCH | Yes | £120 | True Revenue |
| 5 | August 18, 2022 | Vendor Solicitors | Matt and Claire Ferguson | Natalie Summers CJCH | Yes | £120 | True Revenue |
| 6 | August 5, 2022 | Purchaser Solicitors | Anita Chung | Ffion at CJCH Solicitors | No | £100 | Lost |
| 7 | July 8, 2022 | Vendor Solicitors | Caine Ashford | Natalie Summers | Yes | £150 | Pipeline |
| Total : | £1,060 | ||||||
Agent X'S FINANCIAL SERVICE APPOINTMENTS
1. Tim Westwood - 254 Paintworks Vendor
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Date: February 6, 2023
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Adviser: Taryn Selway-Joseph
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Signed up?: Yes
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Progress?: ongoing
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Value: £0
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Outcome: Pipeline
2. tbc
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Date: October 10, 2022
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Adviser: Taryn
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
3. Joel Robinson
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Date: September 17, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
4. Mr & Mrs Vincent
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Date: September 9, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?: waiting to find, think aip done
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Value: £0
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Outcome: Pipeline
5. Alex Sargeant
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Date: August 18, 2022
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Adviser: Taryn
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
6. Gavin Cooper
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Date: August 5, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
7. Mrs Jolie Lau
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Date: July 18, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
8. Barney Sykes
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Date: July 14, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: Yes
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Progress?: New Purchase
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Value: £150
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Outcome: Lost
9. Barney Sykes
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Date: July 14, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: Yes
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Progress?: BTL mortgage
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Value: £150
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Outcome: True Revenue
10. Bilani Gunarathna
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Date: June 29, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?: to view 36 Meg Thatcher 9/7
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Value: £220,000
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Outcome:
11. Maria Garro
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Date: June 29, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?: LTB AIP done waiting to find
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Value: £300,000
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Outcome:
12. Laura Harris
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Date: June 28, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?: no contact, shes now on holiday
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Value: £220,000
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Outcome:
13. Sara Ruivo
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Date: June 26, 2022
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Adviser: Taryn Selway-Joseph Nexa MB
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Signed up?: No
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Progress?: waiting to find, think aip done
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Value: £220,000
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Outcome:
| Total Value |
|---|
| £960,300 |
Agent X'S FINANCIAL SERVICE APPOINTMENTS
| Date | Client | Adviser | Signed up? | Progress? | Value | Outcome | |
|---|---|---|---|---|---|---|---|
| 1 | February 6, 2023 | Tim Westwood - 254 Paintworks Vendor | Taryn Selway-Joseph | Yes | ongoing | £0 | Pipeline |
| 2 | October 10, 2022 | tbc | Taryn | No | £0 | Pipeline | |
| 3 | September 17, 2022 | Joel Robinson | Taryn Selway-Joseph Nexa MB | No | £0 | Pipeline | |
| 4 | September 9, 2022 | Mr & Mrs Vincent | Taryn Selway-Joseph Nexa MB | No | waiting to find, think aip done | £0 | Pipeline |
| 5 | August 18, 2022 | Alex Sargeant | Taryn | No | £0 | Pipeline | |
| 6 | August 5, 2022 | Gavin Cooper | Taryn Selway-Joseph Nexa MB | No | £0 | Pipeline | |
| 7 | July 18, 2022 | Mrs Jolie Lau | Taryn Selway-Joseph Nexa MB | No | £0 | Pipeline | |
| 8 | July 14, 2022 | Barney Sykes | Taryn Selway-Joseph Nexa MB | Yes | New Purchase | £150 | Lost |
| 9 | July 14, 2022 | Barney Sykes | Taryn Selway-Joseph Nexa MB | Yes | BTL mortgage | £150 | True Revenue |
| 10 | June 29, 2022 | Bilani Gunarathna | Taryn Selway-Joseph Nexa MB | No | to view 36 Meg Thatcher 9/7 | £220,000 | |
| 11 | June 29, 2022 | Maria Garro | Taryn Selway-Joseph Nexa MB | No | LTB AIP done waiting to find | £300,000 | |
| 12 | June 28, 2022 | Laura Harris | Taryn Selway-Joseph Nexa MB | No | no contact, shes now on holiday | £220,000 | |
| 13 | June 26, 2022 | Sara Ruivo | Taryn Selway-Joseph Nexa MB | No | waiting to find, think aip done | £220,000 | |
| Total : | £960,300 | ||||||
Agent X'S 5 STAR REVIEWS
1. Thomas Seymour
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Date: July 15, 2022
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Name: Thomas Seymour
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Platform: GOOGLE
Agent X'S 5 STAR REVIEWS
| Date | Name | Platform | |
|---|---|---|---|
| 1 | July 15, 2022 | Thomas Seymour |