Appraisal Coordination Checklist
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Initial Request & Order Placement
Tasks related to receiving the appraisal request and submitting it to the appraisal vendor.
Loan Type
Borrower Name
Property Address
Loan Amount
Order Placement Date
Appraisal Vendor
Order Number/Reference
Special Instructions for Appraiser (e.g., access details, specific comps to consider)
Appraiser Selection & Communication
Activities concerning choosing an appraiser and maintaining contact.
Appraiser Selection Method
Appraiser Name
Appraiser Phone Number
Appraiser Email Address
Initial Contact Date
Communication Log (Notes on interactions with appraiser)
Appraiser Confirmation of Availability
Scheduled Walk-Through Time (if applicable)
Property Information & Access
Ensuring the appraiser has necessary details and access to the property.
Property Address (including unit # if applicable)
Property Legal Description (if available)
Number of Bedrooms
Number of Bathrooms
Specific property characteristics impacting value (e.g., view, upgrades, condition)
Property Type
Date and Time of Key Availability (if applicable)
Contact Instructions for Property Access (e.g., lockbox code, gate code, contact person)
Access Method
Lockbox Location (if applicable)
Appraisal Review & Follow-Up
Checking the appraisal status, addressing any issues, and following up with the appraiser.
Appraiser Estimated Completion Date
Appraisal Status
Notes on Appraisal Progress/Communication
Date of Last Follow-Up
Number of Days Since Last Follow-Up
Reason for Delay (If Applicable)
Details of Delay Reason (if 'Other' selected)
Final Appraisal Delivery & Verification
Receiving the completed appraisal report and confirming its accuracy and completeness.
Appraisal Report Received Date
Appraisal Report File
Initial Appraisal Review Notes
Appraised Value
Value Reconciliation Required?
Value Reconciliation Explanation (if applicable)
Compliance Review Completed?
Compliance Review Notes
Appraisal Acceptance Status
Rejection/Revision Reason (if applicable)
Compliance & Documentation
Ensuring appraisal process adheres to regulations and maintaining appropriate records.
Appraiser Licensing Verification Status
Appraiser License Expiration Date
Appraiser Independence Rule (AIR) Compliance
Notes/Explanation of AIR Compliance (if 'Requires Review')
Copy of Appraiser License (if verification not already on file)
Appraiser ID Number (for tracking/audit)
Record of Communication Regarding Compliance (e.g., licensing issues)
Review of Appraisal Ordering Disclosure
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