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Sofia Marquez
Active dealRepeat client · 2 prior deals(201) 555-0142sofia.marquez@outlook.comEdgewater, NJ 07020
Sofia's lease expires in 10 days — Jul 19, 2026. Call to make contact and lock in the renewal quote before turn-in.
Auto-drip running: 4 monthly reminders sent since March · last email read 3 min after send · Assigned to Marcus DeLuca
Credit application Encrypted at rest · access logged
Full legal name
Sofia I. Marquez
Date of birth
••/••/1987
SSN
•••-••-4127
Annual income (stated)
$•••,•00
Residence
4 years at current address · Rents, $2,850/mo
Submitted Jul 6, 2026 · Last viewed by Marcus D., today 8:41a
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2026 Toyota Grand Highlander LimitedFinance-Buy · D-1038 · Jun 28Desking$47,900
2023 Toyota Sienna XLELease · D-0612 · Mar 2023Delivered$41,210
2019 Honda CR-V EX (trade)Trade · D-0611 · Mar 2023Settled$19,400
Documents
Driver's license — front/back.pdfVerifiedJul 6
Proof of insurance — GEICO.pdfJul 6
Paystub — June 2026.pdfRequested—
Trade-in valuation
VIN
5FNRL6H78KB027433
Year / make
2019 Honda
Model / trim
Odyssey EX-L
Mileage
61,240
Payoff (Honda FS)
$11,350
Est. wholesale value
$17,800
Est. equity+$6,450value − payoff
Timeline
Paystub requestedChase conditioned approval on income verification.Today
Text — color preference confirmedWind Chill Pearl over Macadamia.Jul 7
Inbound call · 11 minWants to close before Aug 1 road trip.Jul 5
Notes
Referral source for 3 leads (sister, coworker ×2). Prefers evening calls after 6p. Husband co-signs; his DL already on file from 2023.