Appraisal Intake
Set up the assignment so nothing surprises the appraiser at the property or at delivery.
Steps
Create the job folder jobs/YYYY-NNN-short-name/ (next sequence number; short name from
the street). Copy templates/field-notes-template.md → field-notes.md,
templates/workfile-index.md → workfile-index.md, and
templates/discrepancies-template.md → discrepancies.md.
Load the state module for the subject property from states/<state>/module.md. If the
state has no module, warn the appraiser and proceed generically.
Capture engagement details (ask only for what's missing; record in intake.md):
- Client / lender and AMC; intended users; intended use
- Loan type (conventional / FHA / VA / USDA / non-lender) — this changes inspection scope
(e.g., FHA MPR items) and report requirements
- Report form/format: UAD 3.6 URAR (default in 2026) vs. legacy — confirm with client;
UAD 3.6 is mandatory for GSE work Nov 2, 2026
- Effective date type (current, retrospective, prospective); fee; due date
- Assignment conditions, extraordinary assumptions, hypothetical conditions (if any)
Run the engagement checklist in templates/engagement-checklist.md — competency check,
prior-services disclosure (USPAP Conduct: any service on this property in the prior 3 years?),
conflict of interest, E&O coverage confirmation.
Build the pre-inspection research packet. For each item, record the source and date pulled
in workfile-index.md; anything not obtainable becomes a VERIFY: line in discrepancies.md:
- Municipal tax card / assessment record (see state module for where and what it looks like)
- Deed and current vesting; recent transfer history (3-year sale history is required
analysis; 12-month listing history for the subject)
- Purchase contract if applicable (analyze concessions, personal property, atypical terms)
- Zoning designation + overlay districts (state module lists common overlays — e.g.,
Maine Shoreland Zoning)
- FEMA flood map panel and zone
- Prior MLS listings and photos of the subject
- Permits on file with the code office (additions, decks, systems)
- Plat/survey or lot dimensions from GIS
Pre-draft the inspection plan: known question marks from research (e.g., tax card shows
3 bedrooms but old listing says 4 → measure and confirm), plus loan-type-specific items.
Write these as a "watch list" at the top of field-notes.md so the site-visit skill
surfaces them on-site.
Output
End with: job-id created, engagement summary table, research items obtained vs. VERIFY: list,
the inspection watch list, and pointer to the next skill (site-visit).
1---2name: appraisal-intake3description: Start a new residential appraisal assignment — engagement details, scope of work, assignment conditions, and a pre-inspection research packet. Use when the user says "new appraisal job", "new assignment", or gives a subject property address to begin work on.4---56# Appraisal Intake78Set up the assignment so nothing surprises the appraiser at the property or at delivery.910## Steps11121. **Create the job folder** `jobs/YYYY-NNN-short-name/` (next sequence number; short name from13 the street). Copy `templates/field-notes-template.md` → `field-notes.md`,14 `templates/workfile-index.md` → `workfile-index.md`, and15 `templates/discrepancies-template.md` → `discrepancies.md`.16172. **Load the state module** for the subject property from `states/<state>/module.md`. If the18 state has no module, warn the appraiser and proceed generically.19203. **Capture engagement details** (ask only for what's missing; record in `intake.md`):21 - Client / lender and AMC; intended users; intended use22 - Loan type (conventional / FHA / VA / USDA / non-lender) — this changes inspection scope23 (e.g., FHA MPR items) and report requirements24 - Report form/format: UAD 3.6 URAR (default in 2026) vs. legacy — confirm with client;25 UAD 3.6 is mandatory for GSE work Nov 2, 202626 - Effective date type (current, retrospective, prospective); fee; due date27 - Assignment conditions, extraordinary assumptions, hypothetical conditions (if any)28294. **Run the engagement checklist** in `templates/engagement-checklist.md` — competency check,30 prior-services disclosure (USPAP Conduct: any service on this property in the prior 3 years?),31 conflict of interest, E&O coverage confirmation.32335. **Build the pre-inspection research packet.** For each item, record the source and date pulled34 in `workfile-index.md`; anything not obtainable becomes a `VERIFY:` line in `discrepancies.md`:35 - Municipal **tax card / assessment record** (see state module for where and what it looks like)36 - **Deed** and current vesting; recent transfer history (3-year sale history is required37 analysis; 12-month listing history for the subject)38 - **Purchase contract** if applicable (analyze concessions, personal property, atypical terms)39 - **Zoning** designation + overlay districts (state module lists common overlays — e.g.,40 Maine Shoreland Zoning)41 - **FEMA flood map** panel and zone42 - Prior **MLS listings** and photos of the subject43 - **Permits** on file with the code office (additions, decks, systems)44 - Plat/survey or lot dimensions from GIS45466. **Pre-draft the inspection plan**: known question marks from research (e.g., tax card shows47 3 bedrooms but old listing says 4 → measure and confirm), plus loan-type-specific items.48 Write these as a "watch list" at the top of `field-notes.md` so the site-visit skill49 surfaces them on-site.5051## Output5253End with: job-id created, engagement summary table, research items obtained vs. `VERIFY:` list,54the inspection watch list, and pointer to the next skill (`site-visit`).
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