Can this form be signed electronically?

Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature shows intent, attribution, consent, and the record is retained in reproducible form.

When is a notary required?

Notarization is generally not required for the request itself, but supporting documents such as deeds or powers of attorney may require notarization or RON depending on state law and the document type.

Does HIPAA affect appraisal requests?

If the request or attachments contain protected health information, include a HIPAA-compliant authorization and ensure any eSignature provider supports BAAs and HIPAA controls.

How long should I keep the request and report?

Retain the appraisal and request per retention guidance: at least 3 years for tax-related records and up to 6 years for HIPAA-related records; many firms keep records 7 years or longer for due diligence.

What if the property details are incorrect?

Contact the appraiser immediately; incorrect identification can invalidate the appraisal or require a reinspection, leading to delays and additional fees.

How do I cancel or revoke a request?

Send written notice to the appraiser and requester. If the appraiser has begun work, cancellation fees may apply; document the revocation and preserve the signed notice.

Electronic Signature
Templates
Miscellaneous
Property Appraisal Request Form

Property Appraisal Request Form

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

PROPERTY APPRAISAL REQUEST FORM

Recitals

WHEREAS, Client Name: (the "Client") requests an appraisal of the real property described below; and

WHEREAS, Appraiser Name: (the "Appraiser") is qualified and agrees to perform the appraisal subject to the terms and conditions set forth in this Request; and

WHEREAS, the parties desire to document the scope, timing, payment and legal terms governing the requested appraisal assignment.

Request Information

Request Date Appraisal Request Number (internal)

Property Details

Property Address Parcel / APN

Property Type

Single-family
Multi-family
Commercial
Vacant land
Other

Year Built Living Area (sq ft)

Lot Size Bedrooms / Baths

Assignment Details

Appraisal Type: Full interior inspection Exterior only (Drive-by) Broker's opinion

Valuation Requested: Market value (as-is) As-repaired value Forced sale / liquidation

Intended Use of Appraisal

Access Authorization: Owner/Agent authorizes Appraiser to enter the property: Yes If no, provide access instructions:

Attachments Provided (e.g., floor plans, prior appraisal, leases)

Scope of Work

The Appraiser shall prepare a written appraisal report addressing the valuation indicated above. The scope shall include inspection (as selected), data collection, market analysis, comparable selection and analysis, reconciliation and final value conclusion. The report will be delivered in writing and will include the Appraiser's certification that the opinion of value is impartial and unbiased.

Specific Scope Instructions / Special Considerations

Payment Terms

Client agrees to pay the Appraiser professional fees for services rendered under this Request as set forth below. Fees do not include extraordinary expenses (e.g., specialty inspections, travel outside service area) unless expressly authorized in writing.

Agreed Fee Amount Payment Schedule / Accepted Payment Method Late Payment

Term and Termination

This Request becomes effective on Start Date: and shall terminate on End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Request upon written notice delivered at least Notice Period (days): prior to the effective termination date. Termination does not relieve Client of payment for work performed and costs incurred prior to termination.

Confidentiality

The Appraiser shall keep confidential any non-public information obtained from the Client and shall not disclose such information except as required by law or professional obligation. The appraisal report delivered to the Client is intended for the Client's use and may not be redistributed without the Appraiser's prior written consent, except as required by law.

Client acknowledges that delivery of the appraisal report to third parties may be restricted and accepts responsibility for controlling distribution.

Governing Law

This Request shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

Entire Agreement

This Request, together with any attachments and written authorizations specifically incorporated herein, constitutes the entire agreement between the parties with respect to the appraisal engagement and supersedes all prior proposals, representations and understandings, whether oral or written. Any modification must be in writing and signed by both parties.

Certifications and Client Contact

Client Contact Name Client Contact Phone Client Contact Email Estimated Completion Date Fee Estimate or Deposit Required

Limitation of Liability / Professional Standard Notice

The Appraiser's liability for claims arising out of the appraisal shall be limited to the original fee paid for the assignment, except where liability cannot be limited by law. The Appraiser will perform services in a competent manner consistent with applicable professional standards and practice.

Acknowledgment

By signing below, the Client authorizes the Appraiser to perform the appraisal services described in this Request, acknowledges responsibility for payment in accordance with the Payment Terms, and certifies that the information provided herein is true and complete to the best of the Client's knowledge.

Client:

By:

Date:

Appraiser:

By:

Date:

What the Property Appraisal Request Form Is

The Property Appraisal Request Form is a standardized document used to instruct a licensed appraiser or appraisal management company to perform a valuation of real property. It identifies the property, the requester, the scope of work (type of value opinion, intended use, effective date), access and contact details, and any required attachments such as prior appraisals, floor plans, or survey data. The form creates an audit trail of the request and helps ensure the appraisal meets the client’s regulatory, underwriting, or tax reporting needs while documenting delivery expectations and fee arrangements.

Why a Clear Request Form Matters

A complete appraisal request reduces scope misunderstandings, improves turnaround time, and helps the appraiser deliver a report that meets lender, insurer, or internal compliance requirements.

Who Commonly Prepares or Signs the Form

Each signer or preparer should confirm role, authority to request the appraisal, and any payer or billing arrangements before submission.

Lenders and underwriters requesting valuations for mortgage approval, portfolio review, or collateral monitoring.
Property owners or asset managers ordering appraisals for sale, insurance, or tax appeals.
Real estate brokers, attorneys, and tax advisors coordinating valuation work for transactions or disputes.

Step-by-step: Completing a Property Appraisal Request Form

Follow these steps to ensure the request is actionable and compliance-ready.

01

Identify Parties: Enter requester, client, and appraiser contact details clearly.
02

Describe Property: Provide address, legal description, and parcel or tax ID.
03

Define Scope: Select type of appraisal, intended user, and effective date.
04

Attach Documents: Include plats, surveys, leases, prior reports, and photos.

Key Sections to Include in a Professional Request

A professional appraisal request groups administrative, property, scope, access, and legal terms in clear sections to reduce ambiguity.

Administrative

Requester contact, billing instructions, and preferred delivery method. Clear admin details reduce routing delays and ensure timely payment.

Property Details

Complete address, legal description, parcel ID, zoning, and measured area. Accurate property details are essential for correct identification and comparable selection.

Scope of Work

Specify report type (full appraisal, drive-by, desktop), intended use, and whether an appraisal review is required; define any limiting conditions.

Attachments

Include surveys, site plans, leases, rent rolls, prior appraisals, and photos. Attachments provide context and reduce follow-up questions.

Access & Timing

Note access instructions, occupant contact, and requested delivery deadline. Provide flexibility windows for inspections when possible.

Legal & Compliance

State governing law, confidentiality terms, and fee/engagement clauses. Include HIPAA addenda for health-care related property if PHI is present.

Essential Data Elements to Protect

PII: Names and SSNs

Property IDs: Parcel and tax identifiers

Contact Info: Emails and phone numbers

Legal Docs: Leases and contracts

Photos: Site and interior images

Payment Data: Billing and card info

Typical Request-to-Report Workflow

A clear digital workflow shortens cycle time and preserves an audit trail for compliance and underwriting.

Request Submission: Submit form with attachments to selected appraiser or AMC.
Order Acceptance: Appraiser confirms scope, fee, and inspection window.
Inspection: On-site or remote inspection completed per agreed scope.
Report Delivery: Final report delivered with completion certificate and audit trail.

How to Configure an Electronic Request Workflow

Configure fields and routing so the request, authorization, inspection notes, and final report move through a single, auditable process.

Field	Configuration
Requester	Required field, contact and billing info
Appraiser	Selector for licensed appraiser or AMC
Attachments	Accept PDF, DOCX, JPG; max 25 MB
Routing	Auto-notify appraiser, then client on completion

Digital Delivery and Platform Considerations

Ensure the platform can produce a tamper-evident signed PDF and retain an audit trail consistent with ESIGN/UETA requirements.

Formats: PDF and Word (DOCX) are standard for signed reports.
Integrations: Connectors: Salesforce, NetSuite, Microsoft 365, Google Workspace.
Security: TLS 1.2/1.3 and AES-256 encryption at rest.

Typical Timelines and Delivery Expectations

Turnaround time depends on scope, property type, and access; set realistic deadlines and note escalation steps for urgent orders.

Standard Turnaround:

7–14 business days for full appraisals

Drive-by/Desktop:

2–5 business days if data suffices

Rush Orders:

24–72 hours with additional fee

Inspection Window:

Coordinate 2–3 available dates for access

Extension Requests:

Appraiser should notify requester in writing

Key Milestones from Order to Report

A numbered milestone sequence clarifies responsibilities and expected timing for each step.

01

Order Placed

Requester submits completed form and attachments.

02

Order Accepted

Appraiser confirms scope and inspection date.

03

Inspection Complete

On-site or remote inspection performed and photos taken.

04

Report Issued

Final report delivered and uploaded to requester portal.

Common Mistakes That Delay Appraisals

Incomplete address or incorrect parcel ID that prevents locating the subject property and delays scheduling.
Missing attachments such as leases, prior appraisals, or floor plans that force scope clarifications and fee adjustments.
Unclear access instructions leading to missed inspections or the need for second visits and added costs.
Vague intended use statements that produce a report not suited for the client’s regulatory or underwriting needs.

Risks of an Incorrect or Incomplete Request

Delayed Funding: Loan closings postponed

Additional Fees: Re-inspection or scope change charges

Noncompliance: Failure to meet USPAP or lender standards

Invalid Report: Report not accepted by intended user

Privacy Breach: Improper handling of PII or PHI

Liability: Potential professional disputes

Sample eSignature Vendor Comparison for Appraisal Workflows

Compare basic pricing, trial availability, bulk send, audit trails, HIPAA support, and envelope caps when choosing an eSignature provider for appraisal request 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 free trial	30-day trial	7-day trial	Free trial available	Free trial available
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Real-world Examples of Appraisal Request Usage

These examples illustrate how organizations streamline requests and documentation in practical settings.

Martin Properties

Small REIT automates appraisal orders to reduce rework and missed attachments.

Saved staff time coordinating inspections and attaching exhibits.
Resulted in fewer scope clarifications, faster report delivery, and a consistent audit trail for due diligence and lender reviews.

Fertility Centers of Illinois

A medical facility used digital forms to manage property and equipment valuations.

Centralized attachments and access instructions for appraisers.
Improved recordkeeping and ensured HIPAA considerations were documented while preserving a secure signed record of the engagement.

Typical Signatories and Their Roles

Property Manager

Responsible for providing access, site information, and tenant leases. The manager signs to confirm accuracy of provided data and authorizes inspection access (two-sentence narrative describing responsibilities and authority).

Lender Representative

Orders the appraisal for underwriting, specifies the intended use, and signs engagement terms. The lender ensures the report meets regulatory requirements and records the order in the loan file (two-sentence narrative describing compliance role).

Practical Tips for Clear and Efficient Requests

Applying consistent standards and digital controls reduces errors and improves appraiser response times.

Standardize Fields

Use a template with required fields and validation rules so essential data (parcel ID, effective date, client name) cannot be omitted.

Attach Documentation

Include leases, surveys, floor plans, and recent tax assessments to reduce follow-up questions and ensure comparables are selected appropriately.

Clarify Access

Provide contact names, preferred inspection windows, and key codes or gate instructions to avoid missed appointments and re-inspection fees.

Record Authorization

Document billing and authorization in the request, and keep signed records for audit and underwriting files.

FAQs: Common Questions About the Property Appraisal Request Form

Answers to frequent questions on form completion, e-signing, notarization, and retention for appraisal requests.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are enforceable under the ESIGN Act (15 U.S.C. §7001) and UETA where adopted, provided the signature shows intent, attribution, consent, and the record is retained in reproducible form.
When is a notary required?
Notarization is generally not required for the request itself, but supporting documents such as deeds or powers of attorney may require notarization or RON depending on state law and the document type.
Does HIPAA affect appraisal requests?
If the request or attachments contain protected health information, include a HIPAA-compliant authorization and ensure any eSignature provider supports BAAs and HIPAA controls.
How long should I keep the request and report?
Retain the appraisal and request per retention guidance: at least 3 years for tax-related records and up to 6 years for HIPAA-related records; many firms keep records 7 years or longer for due diligence.
What if the property details are incorrect?
Contact the appraiser immediately; incorrect identification can invalidate the appraisal or require a reinspection, leading to delays and additional fees.
How do I cancel or revoke a request?
Send written notice to the appraiser and requester. If the appraiser has begun work, cancellation fees may apply; document the revocation and preserve the signed notice.

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