We are asked to share a transaction that was special to us - what we LOVED about it and share what we learned from the transaction without compromising confidentiality.
When I read the contest rules there were several transactions that come immediately to my mind. Here is one of them:
Kathleen Daniels Loves Working with Past Clients
I enjoy working with all of my clients. When past clients call upon me to buy or sell a San Jose home, it means more to me than mere words can truly express. It means they trust me to provide them with the same exceptional experience they've had previously.
Last year a past client asked me to help them find a larger home. Their original plan was to keep the home I helped them purchase 4 years ago and turn it into a rental.
After they moved into their new Campbell home, the home they intended to keep as a rental sat vacant for about two months. What seemed like out of the blue to me, they decided they wanted to sell it and asked me if I could help them. Of course, I can help.
I asked them if they had checked with their CPA. They had not. Upon my suggestion, they did just that. A few days later they forwarded me the email their accountant sent them adding "given all that needs to be done ..." they did not believe it was possible.
Bottom line was that IF they could get the home under contract on or before December 31, 2017, it would save them A LOT OF MONEY. For reasons of confidentiality, the exact amount is not disclosed.
Kathleen Daniels Loves a Challenge
I went into action with full disclosure to my clients that I would give it my best effort yet I could not guarantee we could get the home under contract by the end of year deadline.
I project managed the entire process getting the home ready for SHOWTIME. I worked non-stop 10-12 hours a day for a week working with contractors and buying provisions for renovations. I was painting, caulking sinks, toilets, tubs, and doing all that I know how to do, and do well.
I do not do plumbing or electrical but I did to the windows. When it takes too long to resource someone it just makes sense to do it myself!
The afternoon the staging was complete the marketing photos were taken. Within hours it was SHOWTIME.
We did make the deadline. We were under contract before Christmas.
There were many lessons yet none of them were necessarily new lessons.
Top of mind was a reminder of my clients' trust in me and how huge their hearts are.
As a certified Project Management Professional ("PMP") from Boston University, I was able to put my project management skills to test above and beyond what's required for a typical transaction.
When Plan A was delayed because I had to fire someone I had worked with for 10 years, Plan B was immediately put into action. I had a deadline to meet and unnecessary delays and a bad attitude were not something that could be tolerated no matter how long I had worked with someone.
I stretched myself immeasurably and no yoga was involved unless I can count the position I was in while caulking the toilet.
I was able to put many skills to use. Despite how sore and tired I was, I LOVED doing it and I had fun.