Appraisal Ordering Checklist

Single Family Home, Townhouse, Condominium, or Multifamily Units Checklist

☑ Completed order form:

☑ Mortgage Company Name

☑ Mortgage Company Address

☑ Loan Officer Name

☑ Loan Officer Phone Number

☑ Loan Officer Email Address

☑ Property address to appraise

☑ Borrowers Name

☑ Contact name for access

☑ Phone number for access

☑ Transaction type – Refinance, Purchase

☑ Type of property – SFR, Condominium, Manufactured, Multifamily

☑Request report type:

•URAR

•2055

•Relocation

☑ Request Addendums:

•REO
Addendum

•Rent
Survey

•Operating
Income Statement

☑ If a purchase, purchase contract (Both Lenders and Uniform Standards of
Professional Appraisal Practice require that we review the contract. If we have
this upfront, it prevents delays in delivering the report.)

☑ A copy of preliminary title report (This is optional. If this is available, it
provides us much of the information that we need on the home up front to start
the appraisal process.)

☑ If proposed new construction, please include blueprints and Contractor Estimates
(Since construction most likely has not begun, the blueprints and
contractor estimates allow us to develop the appraisal report. If we have these
upfront, it prevents delays in writing the report.)

☑ List of upgrades (This is optional. This helps us identify all property
improvements to ensure we give full value for all upgrades.)

☑ If FHA appraisal, please include FHA case number (This is an FHA requirement and if we
have this upfront, it prevents delays in writing the report.)

☑ If income property, include actual rents (This is necessary to complete
the rent survey or small income report. If we have this upfront, it prevents
delays in writing the report.)

Mobile and Manufactured Home check list in Leasehold Park

☑ Completed order form:

☑ Mortgage Company Name

☑ Mortgage Company Address

☑ Loan Officer Name

☑ Loan Officer Phone Number

☑ Loan Officer Email Address

☑ Property address to appraise

☑ Borrowers Name

☑ Contact name for access

☑ Phone number for access

☑ Transaction type – Refinance, Purchase

☑ Park Name

☑ License decal number, HUD number, or serial number

☑ Space Rent

☑ If a purchase, purchase contract (Both Lenders and Uniform Standards of
Professional Appraisal Practice require that we review the contract. If we have
this upfront, it prevents delays in delivering the report.)

☑ If proposed new construction, please include invoice and floor plan. (Since
construction most likely has not begun, the floor plan and invoice allow us to
develop the appraisal report. Both Lenders and Uniform Standards of Professional
Appraisal Practice require that we review the invoice. If we have these
upfront, it prevents delays in writing the report.)

☑ A copy of title (This is optional. If this is available, it provides us much of the
information that we need on the home up front to start the
appraisal process.)

☑ Written list of upgrades (This is optional. This helps us identify all property improvements
to ensure we give full value for all upgrades.)