role: user

text: can you pull the conversation with Lisa?


role: assistant

text:
Latest with Lisa includes her clarification (2026-02-26 5:45 AM PT):

She says the **$75k included the mortgage**, then lists:

- Mortgage balance: **$46,710**
- Cap One: **$892**
- Discover: **$15,629**
- Chase: **$2,177**
- SBA loan #7908: **?**
- SBA loan #7907: **$17,566**
- Ford: **$14,493**
- Dental (Lisa): **$3,813**


text: do those numbers add to $75k ?


text:
No.

Known amounts add to **$101,280** (and that’s **excluding** SBA loan `#7908`, which she marked `?`):

- With mortgage: 46,710 + 892 + 15,629 + 2,177 + 17,566 + 14,493 + 3,813 = **101,280**
- Without mortgage: **$54,570** (plus whatever `#7908` is)


text: can you ask her about that?


text:
Draft (not sent):

Thank you — that breakdown helps.

Quick math check: the amounts you listed (including the mortgage) add up to about $101,280, not ~$75k, and that’s also before including SBA loan #7908 (which you marked ?).

Can you confirm whether (a) the ~$75k number was meant to exclude the mortgage, or (b) one of these balances is outdated/typo, and also what the current balance is for SBA #7908?

If you say `send exactly this`, I’ll send it.


text: send exactly this


text: Sent.


text: pull!


text:
New from Lisa (2026-02-26 5:58 AM PT):

- She says the inconsistency was “category slippage” on her end.
- She clarifies: **~$75k = non-mortgage debt (~$54,570) + ~ $20k renovation costs**.
- Including the mortgage (~$46,710) would bring the total higher.
- She says she **doesn’t have the balance for SBA #7908** because it’s in your name and statements go to you.