Can this form be e-signed?

Yes. Electronic signatures are legally binding in the U.S. under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.

Is notarization required?

Not typically for a simple appraisal request, but notarization may be necessary when the form includes affidavits or power-of-attorney language that state law or third parties require.

What if the signer lacks authority?

If the signer cannot demonstrate authority, the appraisal may be challenged. Include corporate resolutions, trustee documentation, or borrower authorization as applicable.

How do I correct errors after submission?

If minor errors are found, submit an amended form with clear revision notes and a dated signature. For substantive changes, obtain written consent from all parties and the appraiser.

How long should records be kept?

Retain appraisal requests and supporting documents for at least 3 years; longer retention may be required for tax, HIPAA, or litigation matters.

Which authentication level is appropriate?

Use email/SMS codes for standard assignments; consider multi-factor or higher-proof identity methods for high-value or legally sensitive matters.

Electronic Signature
Templates
Real estate
Appraisal Demand Form

Appraisal Demand Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

What the Appraisal Demand Form Is and When it’s Used

An Appraisal Demand Form is a written request that initiates a professional valuation of real property for purposes such as loan underwriting, refinancing, tax appeal, estate settlement, or dispute resolution. The form formalizes the requestor, property details, scope of work, intended use of the appraisal, and delivery expectations. It creates a record that helps appraisers, lenders, attorneys, and owners understand authority, deadlines, and document attachments needed to complete a defensible valuation. The form may be transmitted electronically and can be signed using lawful eSignature methods under U.S. statutes.

Why a Clear Appraisal Demand Form Matters

A concise, accurate Appraisal Demand Form reduces mistakes, clarifies scope, and shortens turnaround times while establishing accountability for fees, delivery, and intended use. Properly completed forms support enforceability under ESIGN/UETA frameworks and help avoid disputes over authority or valuation assumptions.

Who Typically Prepares and Receives This Form

The Appraisal Demand Form is used by multiple stakeholders who need an authoritative, written appraisal instruction before work begins.

Lenders and mortgage servicers who order appraisals for underwriting, default management, or loss mitigation purposes.
Property owners, trustees, or attorneys requesting appraisals for tax appeals, estate administration, or litigation support.
Real estate brokers and valuation managers who coordinate assignments and document intended use and scope.

Accurate identification of the requestor and recipient on the form prevents later challenges to the appraisal's admissibility or chain of custody.

Step-by-Step: Completing and Submitting the Form

Follow these ordered steps to prepare and send a complete Appraisal Demand Form.

01

Gather documents: Collect title, listing, permits, and prior appraisals.
02

Complete fields: Fill every required field using the guide above.
03

Sign and date: Sign physically or with compliant eSignature.
04

Send to appraiser: Route via secure channel with attachments included.

Typical Submission and Processing Flow

A clear process reduces friction. This sequence describes a common path from request to final report delivery.

Request initiated: Requestor completes the form and attaches documents.
Assignment accepted: Appraiser confirms scope and scheduling.
Inspection performed: Onsite inspection and data collection occur.
Report delivered: Final appraisal report sent to requestor and stakeholders.

Online Workflow Settings to Configure

If you use an electronic platform, configure these settings to match your compliance and routing needs.

Field	Configuration
Authentication	Email or SMS code; consider stronger methods for high-risk assignments
Signer Order	Set sequential or parallel signing depending on approvals
Attachments	Require specific file types (PDF, DOCX) and size limits
Retention	Enable audit trail retention and export to secure storage

Digital Submission and Platform Requirements

Choose an electronic platform that supports secure uploads, verifiable signatures, and an audit trail consistent with U.S. e-signature laws.

File formats: PDF and DOCX are preferred
Authentication level: Email or SMS code minimum
Integration: Works with CRM and cloud storage

Confirm the platform you select meets any industry compliance needs (for example, HIPAA when health information is involved) and retains a tamper-evident audit trail for the full required retention period.

Typical Timelines and Processing Expectations

Turnaround and deadlines vary by assignment complexity, calendar availability, and legal context. Below are common expectations to plan around.

Standard turnaround:

7–14 business days typical for routine interior inspections and report completion

Complex assignments:

30+ days for unusual properties or litigation appraisals

Tax appeal schedules:

Conform to local tax appeal filing deadlines and evidence submission

Refinance windows:

Coordinate appraisal delivery with lender lock expirations

Dispute response:

Allow additional time for rebuttal reports and peer review

Key Milestones from Request to Report

A sequential view of the core stages helps stakeholders track progress and identify bottlenecks.

01

Request Submitted

Form and documents uploaded and assigned to appraiser

02

Assignment Accepted

Appraiser confirms scope and schedule

03

Inspection Scheduled

Site visit booked and access arranged

04

Report Finalized

Appraiser completes and delivers the final report

Common Preparation Mistakes to Avoid

Incomplete property identifiers cause delays when appraisers must research title or parcel numbers.
Ambiguous intended use leads to a report that does not meet lender or legal requirements.
Missing attachments such as prior appraisals or permits force rework and extend turnaround.
Incorrect signer authority results in disputes over the appraisal's chain of custody or admissibility.

Security and Compliance Checklist for Electronic Submissions

Encryption in transit: TLS 1.2/1.3

Encryption at rest: AES-256

Audit trail: Timestamped actions and IP log

Regulatory compliance: ESIGN and UETA compatible

Healthcare readiness: HIPAA available with BAA

Enterprise controls: SOC 2 Type II and ISO 27001

Risks and Consequences of Incomplete or Incorrect Forms

Delayed transactions: Closing or processing delays

Invalid authority: Report may be challenged in dispute

Regulatory exposure: Noncompliance with disclosure rules

Inaccurate valuation: Misstated scope leads to unreliable results

Increased costs: Re-inspection or amended reports

Data breaches: Unauthorized disclosure of attachments

eSignature Vendor Pricing and Core Features

Basic pricing and feature availability for common eSignature providers to consider when implementing electronic appraisal demand workflows.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day trial	Yes	Yes	Yes	Yes
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Practical Answers

Answers to common questions about completing, signing, and submitting an Appraisal Demand Form, including electronic signing and retention.

Need help? Contact support

Can this form be e-signed?
Yes. Electronic signatures are legally binding in the U.S. under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and record retention requirements are met.
Is notarization required?
Not typically for a simple appraisal request, but notarization may be necessary when the form includes affidavits or power-of-attorney language that state law or third parties require.
What if the signer lacks authority?
If the signer cannot demonstrate authority, the appraisal may be challenged. Include corporate resolutions, trustee documentation, or borrower authorization as applicable.
How do I correct errors after submission?
If minor errors are found, submit an amended form with clear revision notes and a dated signature. For substantive changes, obtain written consent from all parties and the appraiser.
How long should records be kept?
Retain appraisal requests and supporting documents for at least 3 years; longer retention may be required for tax, HIPAA, or litigation matters.
Which authentication level is appropriate?
Use email/SMS codes for standard assignments; consider multi-factor or higher-proof identity methods for high-value or legally sensitive matters.

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Appraisal Demand Form