Create appraisals

Create a residential, commercial, or agricultural appraisal for a real or mobile home property.

Prerequisites

Edit Appraisals permission is required to create appraisals and manage appraisal details.

Create a real property appraisal

  1. From the left-side navigation, select Appraisals.
  2. Select Create Appraisal.
  3. Enter the required Parcel Identifier of the parcel being appraised.

    The required identifier may vary based on your office.

  1. Populate the remaining fields.

  • Appraisal Type: Select the type of appraisal.

  • Mobile Home (optional): If the property is a mobile home, set the toggle to Yes. If not, leave the toggle set to No.

    Important: If the appraisal is for a mobile home, the Mobile Home Details step displays and must be completed.

  • Appraisal Status: Select the status of the appraisal.

  • Effective Tax Year (optional): Enter the tax year the appraisal becomes effective.

    Note: The Effective Tax Year determines which year the appraisal applies to the assessment.

  • Final Tax Year (optional): If adding an appraisal that is obsolete, enter the final tax year it applied.

  • Appraisal Date (optional): Enter or select the date the appraisal occurs.

  • Appraiser (optional): Enter or select the name of the person performing the appraisal.

  • Mass Appraisal Year (optional): Enter or select the mass appraisal year.

  • Appraisal Description (optional): Enter a description.

  1. Select Create Appraisal.

The appraisal record is created. Now, you can manage appraisal details, create valuations, upload and scan documentation, images, and sketches, and assign tasks and workgroups.

Create a mobile home appraisal

  1. From the left-side navigation, select Appraisals.
  2. Select Create Appraisal.
  3. Enter the required Parcel Identifier of the parcel being appraised.

    The required identifier may vary based on your office.

  1. Populate the remaining Appraisal Details fields. See field descriptions here.
  2. Select Next: Mobile Home Details.
  3. Populate the optional fields.
  • Serial/VIN Number: Enter the mobile home's serial or VIN number.
  • HUD Number: Enter the mobile home's HUD number.
  • Decal Number: Enter the mobile home's decal number.
  • Year: Enter the year the mobile home was built.
  • Make: Enter the make of the mobile home.
  • Model: Enter the model of the mobile home.
  • Color: Enter the color of the mobile home.
  • Registration/Permit Number: Enter the mobile home's registration or permit number.
  • Effective Date: Enter or select the date the mobile home's registration becomes effective.
  • Expiration Date: Enter or select the date the mobile home's registration expires.

  1. Select Create Appraisal.

The appraisal record is created. Now, you can manage appraisal details, create valuations, upload and scan documentation, images, and sketches, and assign tasks and workgroups.