Our Appraisal Data Entry: Start-to-End Process

• Client order is received (via email, platform, or portal).
• Basic file details like property type, location, and due date are reviewed.
• Any special instructions or scope of work are noted.
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• Parcel number, address, legal description.
• Ownership history and zoning.
• Property tax data and assessments.
• Site size, improvements, building areas (GLA, GBA), age, condition, construction type.
• Rent roll and lease abstract (for income properties).
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• Data on neighborhood characteristics.
• Input location boundaries, market conditions, growth trends.
• Trends in land use, development, demographics.
• Local market conditions (vacancy rates, absorption, and new construction).
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• Detail GLA (gross living area), year built, updates/remodels, materials.
• Record room counts, basement size, and finish.
• Site details: size, zoning, utility access.
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• Sales comps: Address, sale date, price, adjustments, verification.
• Lease comps: Lease terms, rent, tenant types, concessions.
• Listings/pending  if applicable.
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• Double-check key figures (GLA, SF prices, distances)
• Confirm consistent units (acres vs SF, PSF vs per unit)
• Ensure consistency between comps and narrative
• Highlight data anomalies for appraiser review
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• Apply market-based or paired-sales adjustments for location, site, GLA, features, age, and condition. 
• Reconcile adjusted values.
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• • Land value estimate. 
  • Cost estimates (replacement cost new, depreciation).

• Potential gross income.
• Vacancy/credit loss assumptions.
• Operating expenses.
• Cap rate or DCF setup if applicable

• Generate narrative comments for subject, neighborhood, condition, sales comparison approach, reconciliation.

Benefits:

• Speeds up report writing.
• Ensures compliance with USPAP/UAD

• Draw or import subject’s sketch with GLA calculations and room labeling.

Benefits:

• Fast and accurate GLA.
• Professional presentation with consistent formatting.

• Generate or import subject and comp location map.
• Add aerial view and plat (lot lines).
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• All sections are checked for consistency.
• Internal review or QA checklist
• Ensure no blanks or placeholders
• Check spelling, formatting, and compliance
• Final value conclusion and report setup.
• QA review before submission to appraiser.
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