09/21/2026
RE Agents, be prepared for the new appraisal guidelines:
Appraiser Property Details Checklist
Prepared for UAD 3.6 & Redesigned URAR Compliance
Provide this comprehensive data pack directly to the appraiser at the property inspection to ensure all structured
dropdown fields are logged accurately.
1. Recent Improvements & Renovations (Last 5 Years)
[ ] Completion Dates: Exact month and year for all updates, additions, or major repairs.
[ ] Permit Records: Copies of finalized/closed permits for structural shifts, additions, or major systems.
[ ] Cost & Receipts: Total investment amounts and primary invoices for high-impact items (roof, HVAC, kitchen).
[ ] Materials Used: Clear identifiers for quality materials (e.g., quartz, solid hardwood, custom cabinetry, smart
appliances).
2. Square Footage & Layout (ANSI-Z765 Breakdown)
[ ] Floor Plans: Detailed architectural drawings or sketch plans with interior/exterior dimensions if available.
[ ] Four-Area Split: Calculated separate totals for Finished Above Grade, Unfinished Above Grade, Finished Below
Grade, and Unfinished Below Grade.
[ ] ADU Details: Dedicated square footage, heating/cooling sources, and separate utility meters/connections for
Accessory Dwelling Units.
3. Green, Energy-Efficient, & Smart Features
[ ] Solar Panel Documentation: Explicit ownership status (owned vs. leased) along with history of monthly utility
savings.
[ ] Certifications: Official score sheets for HERS index ratings, LEED certifications, or Energy Star certifications.
[ ] Mechanical Systems: Precise ages and high-efficiency ratings for HVAC, tankless water heaters, and home
automation hubs.
4. Neighborhood, Legal, & HOA Nuances
[ ] HOA/Condo Disclosures: Monthly/annual dues breakdown, current capital reserves summary, and property
manager contact data.
[ ] Zoning Verifications: Written confirmation of legal status, specifically regarding permitted home businesses or
accessory structures.
[ ] Easements & Boundaries: Explicit documents covering shared driveways, historical preservation constraints, or
encroachment agreements.
5. Transaction Context & Competitive Comparables
[ ] Market Activity Data: Statistics regarding number of offers received, total days on market, and competitive
bidding conditions.
[ ] Agent Brackets: Your curation of the top 3–4 target comparable sales with brief notes on similarities in condition,
finishes, or location