David Coulter
Active3 propertiesSince 2023-01-15david.coulter@example.com.au+61 41638 5634 9306
Trust
95
30-second brief
Before your next conversation
| Commitment | Due | Source | State | |
|---|---|---|---|---|
Insurance renewal notice implicit · monthly | 2026-08-20 | contract | Kept | → |
Year-end tax pack explicit · quarterly | 2026-11-25 | manual | Kept | → |
Monthly statement explicit · annual | 2026-02-03 | extracted | Kept | → |
Quarterly performance review implicit · none | 2026-05-08 | contract | Kept | → |
Annual maintenance plan explicit · monthly | 2026-08-13 | manual | Kept | → |
Pricing changes flagged 7 days ahead explicit · quarterly | 2026-11-18 | extracted | Kept | → |
Owner-approved photo refresh implicit · annual | 2026-02-23 | contract | Kept | → |
Insurance renewal notice explicit · none | 2026-05-01 | manual | In progress | → |
Year-end tax pack explicit · monthly | 2026-08-06 | extracted | Due | → |