1Client & Property Information
Enter the client's contact details and property information before we branch to the specific appraisal type.
Point of Contact (if different from client)
Separate multiple parcels with commas
2Appraisal Purpose & Intended Use
These answers determine the scope of work, required effective date, report format, and fee.
What is this appraisal for? *
Who will use this appraisal? *(Select all that apply)
Attorney Information
3📋 Estate / Date-of-Death — A Few More Questions
Date-of-death appraisals can serve several different purposes. The specific purpose determines the scope of work, report requirements, and fee. We need to identify which one applies.
⚠️ Alternate valuation date required — confirm with Tommy before quoting. This affects scope and fee.
⚠️ ESCALATE TO TOMMY: Court submissions require USPAP-compliant report format. Do not quote until Tommy confirms scope.
3📋 Divorce / Marital Dissolution — A Few More Questions
⚠️ Potential testimony — affects fee. Confirm with Tommy before quoting.
⚠️ Dual-date assignment — higher fee applies. Confirm with Tommy.
3📋 Property Tax Appeal — A Few More Questions
⚠️ Tax appeals have strict deadlines. Get this date now.
Pre-filled from property county if entered above.
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.
⚠️ 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.
⚠️ Potential testimony — affects fee. Confirm with Tommy.
3📋 Insurance / Casualty Loss — A Few More Questions
⚠️ Dual-date assignment — affects fee and scope. Confirm with Tommy.
⚠️ IRS casualty loss requires qualified appraisal. Escalate to Tommy.
Insurance Litigation — Attorney & Court Info
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.
⚠️ Do not accept this order until the client confirms their lender will accept it. Many lenders require their own AMC.
3📋 Let's Figure This Out
That's okay — clients often aren't sure of the right terminology. Let's gather what we know.
⚠️ Purpose unclear — escalate to Tommy before accepting or quoting this order.
4Almost Done — Special Conditions
A few final questions to make sure we've captured everything that could affect scope or fee.
⚠️ Multiple parcels — affects scope and fee. Confirm with Tommy.
⚠️ Partial interest — affects scope and fee. Confirm with Tommy.
⚠️ Potential testimony — affects fee. Confirm with Tommy before quoting.
5Fee & Order Confirmation
Capture the fee quote and order status before generating the intake summary.
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