Property Summary
Description, legal description, lot size, building size, zoning and current use, plus ownership and tax identifiers to uniquely identify the subject property.
A professionally prepared valuation reduces dispute risk, improves underwriting decisions, and creates an auditable record for lenders, tax authorities and buyers. It documents methodology and assumptions so subsequent reviews can reproduce or challenge results with technical clarity.
Property Valuation Reports are prepared and relied on by multiple parties depending on the transaction type and purpose.
Each party has different expectations—knowing the audience helps tailor the scope, level of detail, and supporting exhibits.
Description, legal description, lot size, building size, zoning and current use, plus ownership and tax identifiers to uniquely identify the subject property.
Market trends, demand drivers, supply constraints, neighborhood boundaries and relevant economic indicators that influence value and comparable selection.
Sales comparison, income, and cost approaches used as applicable, with calculations, adjustments and rationale for weight assigned to each approach.
Full comp sheets showing sale dates, adjustments, distance, and reasoning for comparability; include sources and public record citations when possible.
Exterior and interior images with timestamps and labels to substantiate condition, deferred maintenance, and unique property features affecting value.
List assumptions, extraordinary assumptions, and limiting conditions; state who provided data and where estimates were necessary for transparency.
County deed record, tax assessor printout and plat map attached as PDF to verify ownership and legal description; cite recorder book/page where possible.
High-resolution photos and any floor plans or survey sketches included as appendices; label images and reference them in the narrative.
MLS printouts, contract copies, or public sale records that support adjustments; redact unrelated personal data if required by privacy rules.
Provide final report as searchable PDF and a Word DOCX draft for reviewer markup; retain original datasets in spreadsheet format for audit.
| Field | Configuration |
|---|---|
| Signature Field | Require signer name, title, date |
| Authentication | Email or SMS code for primary signer |
| Attachments | Allow PDF, DOCX, JPG uploads |
| Retention | Enable audit trail and download of certificate |
Ensure the platform supports required file types and preserves metadata and audit trails when documents are exchanged.
Verify that the chosen provider supports necessary compliance features (ESIGN/UETA, audit trail retention, and optional HIPAA BAA) and that integration workflows preserve document integrity.
3–10 business days depending on scope
2–5 business days for reviewer feedback
Usually within 7–14 days of inspection
30 days commonly allowed for factual challenges
Retention begins on the effective date
Scope and instructions confirmed with client
On-site review and photo documentation
Preliminary analysis circulated for review
Signed report and certificate distributed
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |
Tim Martin streamlined remote closings using standardized valuation packages and digital signatures.
Dan Rotelli emphasized SOC 2 compliance when selecting tools for valuation delivery.