Appraisers
Property valuation assignment: planning checklist
Keep property information, site visits and valuation reports close to the client. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
What is the valuation purpose, effective date and intended use?
- 2
Which property records and inspection access has the appraiser requested?
- 3
Who is entitled to receive the report and any subsequent revisions?
Client management
Record the commissioning client, property and intended purpose of the assignment. Capture the requested delivery date and authorized recipients before collecting documents. Keep follow-up questions with the same assignment so scope changes remain visible.
Explore this toolScheduling
Confirm site access and the appointment contact, then assign the visit. Note any areas that require separate access or another visit. Keep the inspection schedule and expected report delivery distinct so the client understands each milestone.
Explore this toolFiles & documents
Organize property records, observations and the final report with clear version names. Check recipients before sharing the deliverable. Valuation methods, conclusions and professional compliance remain the appraiser’s responsibility; the workspace keeps the file coordinated.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
