Professional responsibility
Competency, scope, inspection, research, analysis, reconciliation, report content, and appraisal conclusions remain with the appraiser.
How the appraisal process works
A clear path from
inquiry to delivery.
A commercial appraisal is not a single event. It is a defined professional assignment shaped by the property, decision, evidence, intended use, and people relying on the report.
Governing principleTechnology supports the workflow. The appraiser retains judgment.
An inquiry is not an engagement.
Work begins only after competency, independence, scope, timing, and terms have been reviewed and an engagement has been accepted.
Eight client-visible stages
Know what happens next.
The exact scope varies by assignment. This guide explains the normal handoffs without promising a particular value, delivery date, or result.
- 01Initial inquiry
Describe the property and the decision.
Begin with the property type and location, intended use, intended users, requested timing, and the organization requesting the work.
- Your part
- Share broad assignment information. Do not upload confidential documents through ordinary email unless specifically requested.
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- Routes the inquiry into one governed intake without creating an engagement.
- 02Fit review
Competency, independence, and timing are considered.
Insite Valuations reviews the property, market, intended use, possible conflicts, available timing, and whether the assignment is a professional fit.
- Your part
- Answer focused follow-up questions when an important fact is missing.
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- Organizes the submitted facts and makes missing information visible for human review.
- 03Scope and engagement
The assignment is defined before work begins.
The parties clarify the client and intended users, intended use, property rights, effective date, scope of work, report format, fee, and timing.
- Your part
- Review and accept the engagement terms through the agreed process.
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- Preserves the approved scope and handoff; it does not accept the engagement.
- 04Documents and access
Relevant evidence is gathered securely.
Depending on the property, this may include leases, rent rolls, surveys, plans, prior studies, operating statements, tax records, and site-access information.
- Your part
- Provide requested materials and identify the person who can arrange access.
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- Provides assignment-scoped requests, secure responses, and visible document status.
- 05Inspection and research
The property and its market are studied.
The appraiser observes relevant physical characteristics and researches market evidence appropriate to the assignment and property type.
- Your part
- Ensure safe, timely access and disclose known conditions that may affect the assignment.
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- Coordinates status and retained source references; it does not select comparable evidence or draw conclusions.
- 06Analysis
Evidence is tested through professional judgment.
Applicable valuation approaches are developed, assumptions and limitations are considered, and the evidence is reconciled in the context of the assignment.
- Your part
- Remain available if a material fact requires clarification.
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- Helps preserve lineage and workflow evidence; it does not determine value.
- 07Report and review
The reasoning is communicated and checked.
The report is prepared for its intended use and reviewed for internal consistency, support, scope alignment, and clear communication.
- Your part
- Confirm the intended delivery contact and any agreed administrative requirements.
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- Supports controlled preparation and review gates; the appraiser owns the report and conclusions.
- 08Secure delivery
The completed report reaches the authorized client.
The report is delivered according to the engagement. Questions are handled within the assignment scope, and any later request is evaluated separately.
- Your part
- Use the report only for its stated intended use and authorized users.
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- Supports secure delivery, assignment status, and an evidence-backed communication record.
Clear responsibilities
One workflow.
Distinct authority.
Workflow intelligence
Guided intake, ownership, secure requests, status, provenance, review gates, and controlled communications support the work without determining value.
Assignment context
The client identifies the decision, intended users, timing, property information, access, and relevant documents—and uses the report only as agreed.
What most affects timing
Clarity early prevents rework later.
- 01
Property complexitySpecial-purpose improvements, multiple parcels, unusual rights, or incomplete records can require additional research.
- 02
Access and documentsPrompt access and complete, current property information help the assignment advance without avoidable pauses.
- 03
Market evidenceThin or rapidly changing markets may require broader verification and careful treatment of uncertainty.
- 04
Scope changesA new intended use, user, date, property interest, or material fact may require a revised scope rather than an informal addition.
Begin with the decision
Tell us what the assignment needs to accomplish.
Share the property, intended use, intended users, requested timing, and organization. Insite Valuations will respond about competency, fit, scope, and the appropriate next step.