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Betty Wong Reference Call

Assistant Brandy Mattix called Betty about her recent investment with Sherman & Associates. Below is a transcript of the call.

Brandy: When and Where did you & Jay do business together?

Betty: Jay and I are on the same non-profit board together, so we have known each other for awhile now. I started to invest with him around November 2012.

Brandy: What would you consider to be Jay's strengths, assets, or things you like about him?

Betty: Hmmm...where do I begin? Some of Jay's strongest assets are his ability to find good deals, his attention to details, his project management skills and his communication skills.

Brandy: Would you please clarify what Jay was responsible for & what he did with you?

Betty: I was the private lender on one of his deals. Jay was responsible for finding the property, managing the rehab and selling it.

Brandy: On a scale of excellent, good, fair, or poor, how would you rate Jay's overall performance?

Betty: Excellent.

Brandy: Why?

Betty: He handled everything and I didn't have to worry about it.

Brandy: a) Tell me a little bit about Jay's communication skills. Did he answer your voicemails on time? b) Do you feel like he listened to you?

Betty: a) Yes, Jay always answered his phone or when it went to voicemail, he would call back right away.
b) I trusted Jay with my funds, so I didn't really have much questions or concerns.

Brandy: Did any obstacles get in the way during your transaction? How did Jay handle that?

Betty: The rehab took longer than expected. He did offer to return my funds if needed, but I was fine riding it out to the end. He always provided me updates with what was going on. I loved the weekly video updates, so I can see the progress of the rehab.

Brandy: Thank you. Do you have any final comments or suggestions about Jay?

Betty: Jay is a person of high integrity. I would have no problems investing with him again or recommending him to anyone that have funds to invest.

Brandy: Thank you so much for your insights, Betty, I appreciate your time!
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