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Getting Ready for a Digital Appraisal Workflow
A practical checklist for organizing property intake, field evidence, valuation inputs, review, and reporting.
A digital appraisal workflow works best when the team agrees on the records, evidence, handoffs, and review gates that make an appraisal complete.
Start with consistent intake
Define the client, property, purpose, scope, assignment, and target dates before field work begins.
Connect evidence to decisions
Keep inspection observations, photos, comparable properties, reference values, and computation notes connected to the subject property.
Make review visible
Use clear statuses and approval responsibilities so released reports reflect completed checks rather than informal handoffs.