Estate Appraiser Onboarding Checklist

Estate Appraiser Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Estate Appraiser starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Real Estate onboarding experience or just need an onboarding checklist for your new Estate Appraiser, you’re in the right place. We’ve put together a sample Estate Appraiser onboarding checklist below and have created onboarding templates & resources to help.

Estate Appraiser Onboarding Checklist

1. Introduction to company policies and procedures: The new estate appraiser should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on how to handle client interactions, appraisal methodologies, report writing guidelines, and ethical standards. The task is typically performed by the human resources department or a designated supervisor.

2. Familiarization with company software and tools: Estate appraisers rely on various software and tools to conduct their work efficiently. The new appraiser should receive training on the company’s appraisal software, data management systems, and any other tools specific to the real estate industry. This task is usually performed by the IT department or a designated trainer.

3. Shadowing experienced appraisers: To gain practical knowledge and learn the intricacies of the job, the new estate appraiser should be paired with experienced appraisers for a period of shadowing. This allows them to observe and learn from professionals who have extensive experience in the field. The task is typically coordinated by the appraisal department or a designated mentor.

4. Review of relevant laws and regulations: Estate appraisers must adhere to specific laws and regulations governing the real estate industry. The new appraiser should receive training on these laws, including fair housing regulations, property valuation guidelines, and any other legal requirements. This task is usually performed by the legal department or a designated compliance officer.

5. Introduction to company’s client base: Understanding the company’s client base is crucial for an estate appraiser. The new appraiser should be introduced to key clients, including banks, mortgage lenders, real estate agents, and attorneys, to develop an understanding of their expectations and requirements. This task is typically performed by the sales or business development team.

6. Training on appraisal methodologies: Estate appraisers utilize various methodologies to determine property values. The new appraiser should receive training on these methodologies, including the sales comparison approach, income approach, and cost approach. This training is usually conducted by senior appraisers or the appraisal department.

7. Introduction to local real estate market: Each real estate market has its own unique characteristics and trends. The new estate appraiser should be provided with an overview of the local real estate market, including recent sales data, market conditions, and any specific factors that may impact property values. This task is typically performed by the appraisal department or a designated market analyst.

8. Review of appraisal report writing standards: Appraisal reports are a critical component of an estate appraiser’s work. The new appraiser should receive training on the company’s report writing standards, including formatting, content requirements, and quality control procedures. This task is usually performed by the appraisal department or a designated report reviewer.

9. Introduction to company’s quality control processes: To ensure accuracy and consistency in appraisal reports, companies often have quality control processes in place. The new estate appraiser should be familiarized with these processes, including internal review procedures, peer review, and any external audit requirements. This task is typically performed by the appraisal department or a designated quality control officer.

10. Ongoing professional development opportunities: Real estate markets and appraisal practices are constantly evolving. The new estate appraiser should be informed about ongoing professional development opportunities, such as industry conferences, webinars, and training programs, to stay updated with the latest trends and best practices. This task is usually coordinated by the human resources department or a designated training coordinator

Setting Up Your Employee Onboarding Process

From reading through the items in the example Estate Appraiser checklist above, you’ll now have an idea of how you can apply best practices to getting your new Estate Appraiser up to speed and working well in your Real Estate team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.