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House Appraisal Checklist Form Template

Streamline Your Home Valuation Process with Our Appraisal Checklist

Determining the value of a house can be a daunting task, especially when it comes to knowing what to assess. This house appraisal checklist template is designed for real estate agents, homeowners, and appraisers who want a clear and comprehensive method to evaluate property values efficiently. You'll benefit from streamlined processes, enhanced accuracy, easy documentation, improved property management, and better communication with your clients, all while adhering to appraisal standards. Try using this live template to simplify your next home appraisal.

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Full name
Email address
Phone number
Property address (street, city, state, ZIP)
Your relationship to the property
Owner
Seller's agent
Buyer's agent
Prospective buyer
Property manager
Tenant
Other
Please Specify:
Property type
Detached house
Semi-detached
Terraced/Row
Townhouse
Apartment/Condo
Bungalow
Multi-family (2-4 units)
Other
Please Specify:
Occupancy status
Owner-occupied
Tenant-occupied
Vacant
Short-term rental
Other/Not sure
Number of bedrooms
Studio
1
2
3
4
5
6+
Number of bathrooms
1
1.5
2
2.5
3
3+
Overall interior condition
Poor
Below average
Average
Good
Exceptional
Kitchen condition
Poor
Below average
Average
Good
Exceptional
Bathroom(s) condition
Poor
Below average
Average
Good
Exceptional
Roof condition
Poor
Below average
Average
Good
Exceptional
Exterior walls/siding condition
Poor
Below average
Average
Good
Exceptional
Any foundation issues observed
Yes
No
Not sure
Heating system type (select all that apply)
Forced-air furnace (gas/oil)
Heat pump
Boiler/radiators
Electric baseboard
Radiant floor
Not sure
Other
Please Specify:
Cooling system type (select all that apply)
Central AC
Heat pump
Window/portable units
Evaporative/swamp cooler
None
Not sure
Other
Please Specify:
Electrical panel updated in the past 10 years?
Yes
No
Not sure
Known safety or compliance issues (select all that apply)
Please Specify:
Major upgrades in the last 5 years?
Yes
No
Describe key upgrades (e.g., kitchen, roof, HVAC)
Any defects or repairs to disclose?
Yes
No
Purpose of appraisal
Selling
Refinancing
Insurance
Estate planning
Tax/assessment appeal
Curiosity/benchmarking
Other
Please Specify:
Preferred appraisal method
In-person visit
Curbside/drive-by
Virtual (video call)
Desktop (no visit)
Not sure
Preferred appointment date
Permission to contact you to arrange the appraisal
Yes
No
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Paper art illustration featuring a checklist and home elements for house appraisal article.

When to use this form

Use this checklist when you need a clear picture before listing, refinancing, or making an offer. Agents use it to prep sellers and avoid surprises. Appraisers and inspectors standardize their walk-through, while owners document condition and upgrades to support value. For remote or tenant-occupied properties, pair it with the Digital property appraisal form to collect photos, dimensions, and notes from occupants. If a lender requires an evaluation, start an Appraisal order form to capture scope, due dates, and contacts. For factory-built homes, be sure to note HUD labels and serial numbers. The result: complete, consistent data that speeds comp selection and reduces revision requests.

Must Ask House Appraisal Checklist Questions

  1. What is the full property address and legal description?

    This ties your photos, notes, and public records to the correct parcel and avoids mix-ups. Accurate identifiers also help match assessor and MLS data to the subject.

  2. What are the gross living area and room counts, and what is the property type (site-built, modular, or manufactured)?

    Size and type drive value and comp selection; separating finished and unfinished areas prevents overstatement. For factory-built homes, capture identifiers and chassis details using the Manufactured home appraisal form.

  3. What is the current condition, plus recent upgrades or known defects (roof, HVAC, plumbing, foundation)?

    Condition and updates affect marketability and repair adjustments, which can shift value materially. If structural issues arise, log them in a Building survey form for deeper follow-up.

  4. What are the site details: lot size, zoning, flood zone, easements, external influences, and parking?

    Site factors shape highest and best use and risk. Documenting restrictions early helps you avoid compliance problems and appraisal revisions.

  5. Which comparable sales and listings best support the opinion of value, and what are the key differences?

    Relevant comps with clear adjustments make your analysis credible and defensible. Include distance, sale dates, concessions, and notable features to justify your selections.

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