Nabholz Appraisal Group

1Client & Property Information

Enter the client's contact details and property information before we branch to the specific appraisal type.

Client Full Name *

Client Phone *

Client Email *

How did the client hear about us? *

Please specify *

Property Address – Street *

City, State, ZIP *

County * County is required for the order form

Property Type *

Describe property type *

3📋 Property Tax Appeal — A Few More Questions

What tax year is being appealed? *

What is the assessment effective date? *

January 1 of the appeal year Other — specify

Assessment effective date *

Appeal filing deadline * ⚠️ Tax appeals have strict deadlines. Get this date now.

County / Jurisdiction * Pre-filled from property county if entered above.

Has the client consulted a property tax consultant or attorney?

Yes No

3📋 Pre-Listing / Pre-Sale — A Few More Questions

This is the simplest private assignment. Confirm this is truly a pre-listing need and not an estate or legal situation in disguise.

Is the property currently listed for sale? *

Yes — currently listed No — planning to list

Is a Realtor involved? *

Yes No

Realtor Name

Realtor Phone

Is there any estate, divorce, legal, or tax matter connected to this sale? *

Yes No Not Sure

⚠️ This may not be a standard pre-listing assignment. Ask more questions and consider escalating to Tommy.

3📋 Bankruptcy — A Few More Questions

Bankruptcy appraisals always involve legal proceedings. Attorney info and court deadlines are required.

Bankruptcy filing date *

Chapter of bankruptcy? *

Chapter 7 Chapter 11 Chapter 13 Unknown

Court deadline for appraisal submission *

Should we anticipate being asked to testify? *

Yes No Possibly

⚠️ Potential testimony — affects fee. Confirm with Tommy.

3📋 PMI Removal — A Few More Questions

Important: Some lenders require appraisals ordered through their own AMC. Confirm the lender will accept a privately ordered appraisal before accepting this order.

What lender / servicer is the client's mortgage with? *

Has the client confirmed their lender accepts privately ordered appraisals for PMI removal? *

Yes — confirmed No — not yet confirmed Unknown

⚠️ Do not accept this order until the client confirms their lender will accept it. Many lenders require their own AMC.

Approximate current loan balance (optional)

3📋 Let's Figure This Out

That's okay — clients often aren't sure of the right terminology. Let's gather what we know.

In the client's own words, why do they need this appraisal? *

Is there a death involved?

Yes No Not Sure

Is there a legal matter, court, or attorney involved?

Yes No Not Sure

Is there a deadline?

Yes No

Deadline date

Explain the deadline

⚠️ Purpose unclear — escalate to Tommy before accepting or quoting this order.

5Fee & Order Confirmation

Capture the fee quote and order status before generating the intake summary.

Has a fee been quoted to the client? *

Yes No — pending Tommy review

Fee quoted

$

Payment terms discussed? *

Full payment upfront Deposit required Net terms Not yet discussed

Order accepted? *

Yes — order accepted No — pending escalation to Tommy Holding — waiting on client info

Intake completed by:

PRIVATE APPRAISAL ORDER — INTAKE SUMMARY

Date / Time:

Intake Completed By: —

Private Appraisal Order Intake

1Client & Property Information

2Appraisal Purpose & Intended Use

Attorney Information

3📋 Estate / Date-of-Death — A Few More Questions

3📋 Divorce / Marital Dissolution — A Few More Questions

3📋 Property Tax Appeal — A Few More Questions

3📋 Pre-Listing / Pre-Sale — A Few More Questions

3📋 Bankruptcy — A Few More Questions

3📋 Insurance / Casualty Loss — A Few More Questions

Insurance Litigation — Attorney & Court Info

3📋 PMI Removal — A Few More Questions

3📋 Let's Figure This Out

4Almost Done — Special Conditions

5Fee & Order Confirmation

NABHOLZ APPRAISAL GROUP

PRIVATE APPRAISAL ORDER — INTAKE SUMMARY