Real Estate Appraiser Onboarding Checklist

Real Estate Appraiser Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Real 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 Real Estate Appraiser, you’re in the right place. We’ve put together a sample Real Estate Appraiser onboarding checklist below and have created onboarding templates & resources to help.

Real Estate Appraiser Onboarding Checklist

1. Introduction to company policies and procedures: The new real 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, report writing guidelines, ethical standards, and any other relevant guidelines. The task is typically performed by the human resources department or a designated supervisor.

2. Familiarization with company software and tools: Real estate appraisers rely on various software and tools to perform their job efficiently. The new appraiser should receive training on the company’s preferred software for data analysis, report generation, and other essential tasks. This training is usually conducted by the IT department or a designated software trainer.

3. Shadowing experienced appraisers: To gain practical knowledge and understand the company’s appraisal process, the new appraiser should be paired with experienced appraisers for a period of shadowing. This allows them to observe and learn from experienced professionals, understand the company’s specific approach to appraisals, and gain insights into best practices. This task is typically coordinated by the appraisal department or a designated mentor.

4. Review of local market trends and regulations: Real estate appraisers need to stay updated on local market trends, regulations, and zoning laws. The new appraiser should be provided with resources and training to understand the specific market dynamics and legal requirements of the areas they will be appraising. This task is usually performed by the appraisal department or a designated research team.

5. Introduction to company clients and stakeholders: Building relationships with clients and stakeholders is crucial for real estate appraisers. The new appraiser should be introduced to key clients, such as lenders, real estate agents, and attorneys, to establish rapport and understand their expectations. This task is typically coordinated by the appraisal department or a designated client relationship manager.

6. Training on appraisal methodologies and techniques: Real estate appraisers need to have a strong understanding of appraisal methodologies and techniques. The new appraiser should receive training on commonly used approaches, such as the sales comparison approach, income approach, and cost approach. This training is usually conducted by the appraisal department or a designated trainer.

7. Review of company’s quality control processes: To ensure accuracy and consistency in appraisals, real estate appraisal companies have quality control processes in place. The new appraiser should be familiarized with these processes, including internal review procedures, peer review, and compliance with industry standards. This task is typically performed by the appraisal department or a designated quality control team.

8. Introduction to company’s marketing and business development strategies: Real estate appraisers often play a role in marketing and business development efforts. The new appraiser should be provided with an overview of the company’s marketing strategies, including networking opportunities, online presence, and client acquisition techniques. This task is usually coordinated by the appraisal department or a designated marketing team.

9. Training on report writing and documentation: Accurate and well-written appraisal reports are essential in the real estate industry. The new appraiser should receive training on the company’s report writing standards, including formatting, content requirements, and compliance with industry guidelines. This training is typically conducted by the appraisal department or a designated report writing trainer.

10. Introduction to company’s appraisal review process: Real estate appraisal companies often have an internal review process to ensure the quality and accuracy of appraisals. The new appraiser should be familiarized with this process, including the role of the review team, common review comments, and how to address them. This task is usually performed by the appraisal department or a designated review team

Setting Up Your Employee Onboarding Process

From reading through the items in the example Real Estate Appraiser checklist above, you’ll now have an idea of how you can apply best practices to getting your new Real 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.