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> Appraisal Request Checklist
Appraisal Request Checklist
1. Client Information
Confirm client name and contact information
Verify the client's relationship to the property
Obtain any necessary identification or authorization documents
2. Property Details
Gather the property address
Collect property type (single-family home, multi-family, commercial, etc.)
Note the property size and lot dimensions
Identify any unique features or improvements
3. Purpose of Appraisal
Specify the purpose (purchase, refinance, estate planning, etc.)
Include any relevant deadlines for the appraisal
Clarify if a specific appraisal method is required
4. Market Data
Provide comparable sales data if available
Include any recent market trends or changes in the area
Mention any known issues affecting property value (e.g., zoning changes)
5. Special Instructions
List any specific requirements or requests from the client
Note any access instructions for the appraiser
Include contact information for anyone assisting with the appraisal process
6. Documentation
Ensure all necessary documents are included (deeds, surveys, etc.)
Confirm that the client has provided any previous appraisals, if available
Check for any outstanding permits or inspections related to the property
7. Submission and Follow-Up
Verify the complete checklist is compiled and organized
Submit the appraisal request to the appropriate appraiser or firm
Schedule a follow-up call or email to confirm receipt and estimated completion time
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