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Exclusive Lead Opportunity

Aug 13, 2026 Arboles
26 CR
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Categorization

Locked estimate excess & surplus (likely) home & auto home buyer referral opportunity

Underwriting Factors

Strengths
  • Home buyer who is under contract
  • Property has a metal roof
  • High premium potential
  • Loan officer needs a quote on behalf of his client. He is interested in a referral relationship
  • Prospect is willing to bundle
  • DOB, DL, VIN provided
Risk Factors
  • Loan officer is looking for an estimate on behalf his clients (need to talk to someone quickly)
  • Property is in an elevate fire zone
Underwriting Notes
  • Piedra Park subdivision, Arboles / Navajo Reservoir area
  • 1972 stick-built A-frame home
  • Metal/steel roof, age pending
  • Wood-burning stove and septic system
  • Home + one auto requested
  • Coverage needed in approximately 40 days
  • Loan officer needs preliminary pricing due to tight buyer DTI
  • Pricing based on being an estimate request plus potential referral relationship

Key Insights

Est. Annual
Premium $6500
Intake
Method Phone / SMS
Existing
Policies Requested
Quote
Ready? Partially Ready
Personally
Qualified Concierge Verified
Quoted by
Others Not Confirmed

Prospect Summary

This is a homeowners + auto estimate request submitted by a loan officer for a first-time homebuyer preparing to make an offer on a single-family home in the Piedra Park area of Arboles, Archuleta County near Navajo Reservoir. The property sits on approximately 2.1 wooded acres and is a 1972 A-frame/stick-built home with a metal roof, wood-burning stove and septic system.

There is currently no homeowners policy in place and coverage would likely be needed in approximately 40 days. A preliminary home + auto estimate is needed because insurance cost could affect the buyer’s qualification. The rural, wooded location has elevated fire exposure. Driver information and VINs have been provided for both vehicles, a 2010 Chevrolet Silverado 1500 and 2020 Toyota 4Runner.

Activity Feed

All Activity
Notes Only
Almeida Florez Inc Agency Owner

Here is waht we are getting from our carriers Since your home is in an area at high risk for fire, we can’t cover it.

2 weeks ago
Stage updated to In Progress 2 weeks ago
By Almeida Florez Inc (Stage: In Progress)
Almeida Florez Inc Agency Owner

Spoke to the agent, and he is aware of the high fire area. Will work on quotes now. i need to get declinations from primary carriers in order to go into secondary markets

2 weeks ago
Stage updated to Contacted 2 weeks ago
By Almeida Florez Inc (Stage: Contacted)
Email Sent (Fallback Prospect Assignment) 2 weeks ago
By System (To: David.bashel@edgehomefinance.com, Subject: Neil Troy - Oscar Almeida will be contacting you about your insurance request., Template: lead-assignment-notification)
Claimed 2 weeks ago
By Almeida Florez Inc (Cr Amount: 26 CR, Agency: Almeida Florez Inc, Order Id: #7697)
Almeida Florez Inc Agency Owner

Here is waht we are getting from our carriers Since your home is in an area at high risk for fire, we can’t cover it.

2 weeks ago
Almeida Florez Inc Agency Owner

Spoke to the agent, and he is aware of the high fire area. Will work on quotes now. i need to get declinations from primary carriers in order to go into secondary markets

2 weeks ago

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Price
26 CR
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