Given the changing expectations for the appraisal industry, it is critical that professional appraisers ensure their research and reporting meets expectations. The workfile holds (or should hold!) evidence of proper research, analyses, and methods, to show support for the conclusions in the appraisal report. Need a refresher or never focused a critical eye on your workfile. Take a look with us!

This course will delve into the USPAP Record Keeping rule and breakdown each of the components that should be contained in an appraiser’s workfile. The instructor will also review USPAP’s FAQ while helping the student to analyze other situations where these guidelines would apply. The student will learn how to create a checklist to ensure that each workfile is correctly assembled. They will develop the ability to identify what to retain, when it needs to be retained and why each component is needed in the workfile. They will gain a deeper comprehension of how to prevent common record keeping mistakes. Students will examine real world examples of proper and improper workfiles.

Virtual (Online), 4 hours, Appraiser CE

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