APPRAISAL COORDINATION CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL REQUEST & ORDER PLACEMENT ---
[ ] Loan Type (Conventional, FHA, VA, USDA, Jumbo)
[ ] Borrower Name
[ ] Property Address
[ ] Loan Amount
[ ] Order Placement Date
[ ] Appraisal Vendor (Vendor A, Vendor B, Vendor C)
[ ] Order Number/Reference
[ ] Special Instructions for Appraiser (e.g., access details, specific comps to consider)

--- APPRAISER SELECTION & COMMUNICATION ---
[ ] Appraiser Selection Method (Approved Vendor List, Market Search, Referral)
[ ] Appraiser Name
[ ] Appraiser Phone Number
[ ] Appraiser Email Address
[ ] Initial Contact Date
[ ] Communication Log (Notes on interactions with appraiser)
[ ] Appraiser Confirmation of Availability (Confirmed, Tentative, Declined)
[ ] Scheduled Walk-Through Time (if applicable)

--- PROPERTY INFORMATION & ACCESS ---
[ ] 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 (Single Family Residence, Condominium, Townhouse, Multi-Family, Other)
[ ] Date and Time of Key Availability (if applicable)
[ ] Contact Instructions for Property Access (e.g., lockbox code, gate code, contact person)
[ ] Access Method (Key Provided, Lockbox, Remote Access, Other)
[ ] Lockbox Location (if applicable)

--- APPRAISAL REVIEW & FOLLOW-UP ---
[ ] Appraiser Estimated Completion Date
[ ] Appraisal Status (Not Started, In Progress, Reviewing, Completed, Delayed)
[ ] Notes on Appraisal Progress/Communication
[ ] Date of Last Follow-Up
[ ] Number of Days Since Last Follow-Up
[ ] Reason for Delay (If Applicable) (Property Access Issues, Data Inaccuracy, Appraiser Availability, Other)
[ ] Details of Delay Reason (if 'Other' selected)

--- FINAL APPRAISAL DELIVERY & VERIFICATION ---
[ ] Appraisal Report Received Date
[ ] Appraisal Report File
[ ] Initial Appraisal Review Notes
[ ] Appraised Value
[ ] Value Reconciliation Required? (Yes, No)
[ ] Value Reconciliation Explanation (if applicable)
[ ] Compliance Review Completed? (Yes, No)
[ ] Compliance Review Notes
[ ] Appraisal Acceptance Status (Accepted, Rejected, Requires Revision)
[ ] Rejection/Revision Reason (if applicable)

--- COMPLIANCE & DOCUMENTATION ---
[ ] Appraiser Licensing Verification Status (Verified and Current, Verified - Expiring Soon (within 90 days), Verification Required, Not Applicable (exempt))
[ ] Appraiser License Expiration Date
[ ] Appraiser Independence Rule (AIR) Compliance (Compliant, Requires Review, Not Applicable)
[ ] 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 (Reviewed and Complete, Requires Review)

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/task-management/appraisal-coordination-checklist
(Click "Install Template" to launch your digital inspection tool immediately)