Appraisal Order Form Template
Streamline Your Real Estate Appraisal Requests with Ease
Managing appraisal requests can be a challenge, especially when balancing multiple clients and properties. This appraisal order form template is designed for real estate agents and agencies looking to streamline their appraisal process. By using this form, you can efficiently collect and organize appraisal requests, track important details, and improve communication with clients, all while ensuring compliance with industry standards. With features that enhance clarity and user experience, you can simplify your workflow effortlessly-try using the live template today.
When to use this form
Use this form when you need a certified valuation to support a home purchase, refinance, HELOC, estate settlement, or tax appeal. It helps lenders, AMCs, agents, and owners capture the details an appraiser needs: property specs, access info, loan or case numbers, timelines, and contacts. You get a clear request that speeds assignment and scheduling, reduces follow-ups, and produces the right report the first time. If you want a remote or hybrid review, consider the Digital property appraisal form. To prep the site visit, pair this request with the House appraisal checklist form. For properties with suspected structural issues or defects, start a separate Building survey form so the right expert is on the job.
Must Ask Appraisal Order Questions
- What is the full property address and legal description?
This pins down the exact parcel and prevents work on the wrong property. It also aligns public records and comps, improving accuracy and reducing revision risk.
- What is the intended use (purchase, refinance, estate, etc.) and who is the client or lender?
The assignment type drives scope, forms, and comparables, ensuring compliant reporting. If a lender has an approved waiver, complete the Appraisal waiver form instead to avoid unnecessary work.
- Who is the access contact, and what are the entry instructions and availability?
Clear access details speed scheduling and cut down on no-shows. They also set expectations for tenants, pets, lockboxes, and safety.
- What are the key property facts (type, living area, lot size, beds/baths, year built, and recent upgrades)?
These details help assign the right appraiser and quote a realistic fee and turnaround. They also surface complexity early, such as an ADU or unique build, so the scope is correct.
- Are there special conditions, deadlines, or known issues (flood zone, litigation, renovation)?
This flags risks and timing needs that affect pricing and method. If you suspect structural movement or major defects, a Building survey form may be more appropriate alongside the valuation.
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