Appraisals are considered a workfile that contain the objects that are being appraised along with comparables.
Appraisal Screen Details
Appraisal List – On the left side of the appraisal screen is a list of all appraisals. You may click on the appraisal ID to open another appraisal. You can collapse the appraisal list by clicking the arrow pointing left near the top. You can also search for an appraisal by typing the search term in the Search by appraisal ID field.
ID Field– This is the appraisal ID you assign to the appraisal workfile. It must be a unique ID containing only alphanumeric values
Description – Short description of the appraisal workfile.
Start Date – Enter or select the start date of the appraisal.
End Date – Enter or select the end date of the appraisal.
Start Date – Enter or select the effective date of the appraisal.
Inspection Date – Enter or select the inspection date of the appraisal.
Primary Appraiser Assigned – Select the primary appraiser assigned to this appraisal. This is usually the appraiser that will be signing the appraisal report.
Primary Valuation Type – Check the box to use this valuation and type in the valuation type, Ie. Fair Market Value.
Other Valuation Types 1 -4 – You may assign up to 5 valuations to each object. Click the checkbox next to the one you wish to use and enter the valuation type.
Field Labels Template – CollectorproOnline has several predefined field label types. Selecting the field label type will adjust the object field labels. See Field Label Template for more details. Select User Defined to set the object field labels to your own custom values. Field labels apply to every object in the appraisal. If you select User Defined, you can set the field labels on the Add Object screen using the Edit Field Labels link when adding the first object. This only needs to be done once to apply to all objects.
Notes – Enter any notes about the appraisal. These are private and do not show on the appraisal report.
Addendum – Click the browse button to upload a Word document containing your appraisal addendums. This document will be appended to the end of the report.
Cover– Click the browse button to upload a Word document containing your appraisal cover document. This document will be appended to the beginning of the report.
Use Chapters – Select Yes to assign Chapters on the objects on this report. Chapters are setup in the Administration area.
Use Categories – Select Yes to assign Categories on the objects on this report. Categories are setup in the Administration area.
Use SubCategories – Select Yes to assign SubCategories on the objects on this report. SubCategories are setup in the Administration area.
Note :Chapters, Categories, and Subcategories, if used, will create a report section with summary totals for each.
Appraisal List Heading Checkbox – Checking this box will select all appraisals in the current list and present an option to delete the selected appraisals. This is useful to delete multiple appraisals at the same time.
Create Appraisal Button – Use this button to start a new appraisal workfile.
Download Report Button – Use this button to create and download the appraisal report to a Word document format. See the Appraisal Report topic for more information.
Save Button – Click this button to save the appraisal information and return to the appraisal list.
Objects Tab – Click this tab to add, edit, or delete objects on the active appraisal. See the Objects topic for more information.
An asterisk indicates a required fields.