Executive summary
Concise overview of purpose, effective date, conclusion of value, and any limiting conditions so readers can grasp the outcome quickly.
A Valuers Report supplies objective, auditable evidence to support lending, insurance, tax, and transaction choices. When prepared to accepted standards it lowers dispute risk, supports underwriting and financial reporting, and can be executed electronically under the federal ESIGN framework (15 U.S.C. §7001) and applicable state UETA rules.
Common preparers and recipients of Valuers Reports include several professional and institutional roles depending on purpose.
Tailor the report level, scope, and supporting exhibits to the needs of the primary user to reduce follow-up requests and rework.
Concise overview of purpose, effective date, conclusion of value, and any limiting conditions so readers can grasp the outcome quickly.
Detailed legal description, address, site characteristics, zoning, floor area, improvements, and condition observations that materially affect value.
Local market context, demand drivers, recent sales trends, vacancy and rent data, and factors supporting or limiting current market value.
Clear explanation of chosen approach (sales comparison, income, cost) and why it fits the property and assignment purpose.
Source-listed comparables, adjustments applied, and reconciliation showing how comparables support the concluded value.
Valuer’s credentials, declaration of independence, assumptions, limiting conditions, signature block, and effective date for legal clarity.
| Field | Configuration | Field Name | Setting |
|---|---|
| Template mapping | Pre-map fields to common report templates for faster reuse. |
| Conditional fields | Show or hide sections based on valuation purpose or property type. |
| Signer authentication | Use email or SMS codes; escalate to KBA or SSO for higher assurance. |
| Attachments allowed | Accept PDF, DOCX, JPEG and embed exhibits with the final report. |
Verify integrations, file formats, and authentication options before you standardize an electronic workflow.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Client provides scope, legal description, and any required prior reports for the assignment.
Site visit arranged, typically within 3–10 business days after engagement acceptance.
Valuer compiles data and produces a draft for client review, usually within 7–14 days.
Address reviewer comments, finalize exhibits, sign, and deliver the certified report.
Complete on-site inspection within 3–10 business days of engagement acceptance.
Provide draft report within 7–14 calendar days after inspection.
Allow a standard 5 business day review window for comments and corrections.
Issue the final signed report within 3 business days after receiving client sign-off.
Begin retention and archive once final report is delivered and signed.
A regional lender ordered a Valuers Report to confirm collateral value and loan-to-value ratio prior to funding.
An insurer requested a valuation after a partial loss to determine replacement cost for claim settlement.
| Criteria | Valuers Report | Appraisal Report |
|---|---|---|
| License required | varies by client | often state-licensed appraiser required |
| Typical use | internal decisions and due diligence | lender underwriting and regulated transactions |
| Formality | flexible format | standardized report formats common |
| Audit acceptance | depends on scope | generally accepted with certified appraiser |