Real estate appraisal engagement request template

Scope an appraisal assignment with property, intended use, intended user and report timing.

Real Estate template · 9 fields (8 required) · ~2 min for respondents to complete · Free plan · No credit card · Fully customizable

Set up your real estate appraisal engagement request

Scope an appraisal assignment with property, intended use, intended user and report timing.

Capture intended use and user before an appraiser accepts the assignment. This request does not provide a valuation or promise suitability for a lender's requirements.

The form separates property address, client role, intended use, intended report user into labeled questions. Review the choices and required fields for your organization before sharing it.

Best practices

• Capture intended use and user before an appraiser accepts the assignment. This request does not provide a valuation or promise suitability for a lender's requirements.
• Customize the property address and client role questions to match your records and terminology.
• Name the team that reviews responses and explain what happens after submission. A requested date, service or approval is not automatically confirmed.
• Ask only for information needed for this step. Arrange any sensitive supporting documents through an appropriate private process.

Every field, explained

• Your full name (Name, required)
• Email address (Email, required)
• Property address (Short text, required)
• Client role (Dropdown, required)
• Intended use (Short text, required)
• Intended report user (Short text, required)
• Property type (Dropdown, required)
• Report needed by (Date, required)
• Assignment details (Long text)

Frequently asked questions

What does this real estate appraisal engagement request template collect?

Alongside contact details, it asks for property address, client role, intended use, intended report user, property type, report needed by, assignment details. You can rename questions, change choices and remove fields that your workflow does not need.

How should I use this real estate appraisal engagement request form?

Capture intended use and user before an appraiser accepts the assignment. This request does not provide a valuation or promise suitability for a lender's requirements.

Can I edit this form and print a copy?

Yes. Open an editable draft, adjust the questions, and review the preview before publishing. You can also use the template page’s print option. Publishing requires an account; the draft can be tried first.

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