ChecklistGuro Appraisal Coordination Checklist
Streamline your real estate transactions! Download our Appraisal Coordination Checklist - your essential guide to flawless appraisal processes, avoiding delays and maximizing closing success. Real estate professionals, get organized and close deals faster!
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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
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
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