Question: B: We will use this case twice! For Class Four homework, you will take on the role of Wendy! Bob is an administrative assistant with
B: We will use this case twice! For Class Four homework, you will take on the role of Wendy! Bob is an administrative assistant with Williams & Wong Appraisers. One of Bob's tasks is to handle the business's correspondence, in addition to his routine bookkeeping and data entry duties. Today, Bob opened an email from Wendy Voong (owner of Voong Accounting & Bookkeeping), a client who has recently had her home business property appraised by your company. Wendy had needed a current property appraisal (to establish the current value of her property) for a bank loan tied to her mortgage. Her bank (Friendly Banks) had recommended Williams and Wong for the appraisal. The appraisal has been completedBob sent Wendy and her bank a copy of it last week. Wendy is now writing to Bob (since Bob was the one who had scheduled the appraisal for her). Bob sees from the email that Wendy received the appraisal report and isn't happy. She found mistakes in itspecifically in the square footage and the number of bedrooms and bathrooms. Bob knows this isn't goodWendy reports that she has contacted her bank to let them know about the errors in the appraisal, so the bank will delay her loan approval until the errors are corrected. Thus, Bob had better reassure Wendy right away, so both she and her bank will be happy. Bob certainly wants the bank to keep referring Williams and Wong to its clients for appraisals! Bob checks Wendy's email for details of what happened. According to Wendy, on Nov. 19 the Williams & Wong appraiser (Carolyn Olivar) visited the property. Carolyn seemed really unsure about what to do about the carriage house (a small guest house, separate from the main house, at the back of her property) and whether to include it in the appraisal. Carolyn seemed to be writing up details about the main house, but she didn't seem to take many notes about the carriage house. More specifically, Wendy claims that Carolyn didn't include the carriage house 500 square feet, 1 bedroom, and 1 bathroom in the appraisal. Wendy has enclosed a copy of Carolyn's appraisal and also a previous appraisal from when she bought the house in 2007. Bob compares the two appraisals and sees that Wendy's rightthe original appraisal clearly includes the carriage house information, while Carolyn's appraisal doesn't. Wendy has asked Williams and Wong to correct the appraisal report and send both her and her bank a copy by Feb 15th, 2023, so she can finish up the loan process with the bank. Bob knows that Carolyn Olivar is new at Williams and Wong, and that she was a recent graduateshe'd just received her appraiser certification before working for the company. Bob is that annoyed Carolyn has created this extra work for him and a bad image for the company, but it's his job to do the damage control now, and do it well. Bob checks with both Carolyn and Mr. Williams, one of the company's partners and owners, about what to do with Wendy's situation. Carolyn confirms the carriage house information, so at least Bob can just correct the report rather than needing to do another appraisal visit. Mr. Williams says that Wendy's property was trickylots of appraisers don't know what to do with a carriage house. It's not just a matter of adding up rooms and square footages. Only someone with experience appraising properties with carriage houses would know what to do. Bob wishes the company had known ahead of time about the carriage housethey would typically send a more experienced 1appraiser to do a more complex property. If only Wendy had mentioned it when she requested the appraisal! Write the email from Wendy Voong to Williams and Wong Appraisers. Make up whatever information you need for the email (including subject lines, enclosures, etc.). Remember to be especially careful with tone and wording to avoid blame (simply state the facts objectively instead) and to preserve a positive relationship. Do not copy long phrases or sentences from the case or samples. The case deliberately contains tone and wording that would not be effective in claim or adjustment business messages. 2
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