All of those activities wouldn't be in a "traditional" Customer Relationship Management tool anyway. 

Shoot for something that the stereotypical customer of the theater(s) would enjoy for before/after a show.

Account Closed would send the actual personal information (privately), I'm sure there are some of us who could locate the sister, or at least her last known location and contact information.Further, if the fact pattern supports it -- after all, the claim is that one sister was attorney-in-fact for the other -- the missing sister may not even be an essential party to the litigation.

At a high level based on the fact pattern presented RentingFamilyMember can take some form of depreciation, which could impact the sale. 

I have a biz cc with a decent limit and since Ive been a good customer with excellent credit they extend me ZERO interest cash advances often good for 18-21 months!  

These got busted for setting up accounts without customers consent.

So there's arguably more value in that established customer base.  

I would make one recommendation and that is to look up some smaller brokerages to see what other agents (or even their customers) have to say about them.

Based upon the dates in the pattern, this “lien” probably fell in the “gap” between commitment date and closing date. 

When we do get a customer that wants to work with us, the builder tries to torpedo us at every turn.