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    Discussions on Writing Client & Reviewer Friendly Reports

    More Info Register
    December 6, 2024 Mountain Brook, AL
    Date
    December 6, 2024
    Time
    2:00PM - 5:00PM (CST)
    Sponsor
    Alabama-Mississippi Chapter
    Location
    The Country Club of Birmingham
    3325 Country Club Rd
    Mountain Brook, AL 35213
    Instructor
    Mandell Tillman
    Full Price
    $120.00
    AI Price
    $100.00
    Enroll by December 6!
    View Pricing Options
    Course Description

    This seminar will demonstrate the importance of communication between the appraiser and the client regarding the client’s needs.  Students will be instructed on ways to make clear and concise reports, as opposed to filling them with canned data and information.  

    Who Should Enroll
    Residential and Commercial Appraisers
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Approval Format Start Date Expire Date State Code
    LA CE 3 Classroom Classroom 10/22/2024 12/31/2025 A0008 (Alabama-Mississippi Chapter)
    TN CE 3 Classroom Classroom 10/27/2024 10/27/2026 2841 (Alabama-Mississippi Chapter)
    Course Objectives

    Hour 1 |    2 p.m. – 3 p.m.

    • Illustrate the importance of proofing appraisal reports before sending them to the client or reviewer.
    • Identify the problems that mistakes cause clients or reviewers. 
    • Construct a timely response to the client for information needed before finishing the appraisal.


    Hour 2 |  3 p.m. – 4 p.m.

    • Demonstrate an appropriate Scope of Work
    • Recognize the relationship between scope of work, client needs, and solving the appraisal problem.
    • Illustrate the need for adequate and appropriate “Extraordinary Assumptions” with examples.


    Hour 3 |   4 p.m. – 5 p.m.

    • Setup the importance of communication with the client and/or reviewer as required.
    • Discuss appropriate methods of communication.
    • Identify methodology to be utilized to ensure it serves the clients’ needs and examples such as bank loans with SBA participation.

    There should be time at the end of class for a brief Q&A session.

    Course Materials & Recommended Books
    Slide Presentation will be made available after class. 
    Pricing Options
    Rate Full Price AI Price
    Standard
    Today thru 12/06/2024
    $120.00 $100.00
    Event Information

    Registration: 1:30 p.m. central time

    Class Begins: 2:00 p.m. central time

    Class Ends: 5:00 p.m. central time


    This seminar will demonstrate the importance of communication between the appraiser and the client regarding the client’s needs.  Students will be instructed on ways to make clear and concise reports, as opposed to filling them with canned data and information.  


    Hour 1 ~ 2 p.m. – 3 p.m.


    1. Illustrate the importance of proofing appraisal reports before sending them to the client or reviewer.

    2. Identify the problems that mistakes cause clients or reviewers. 

    3. Construct a timely response to the client for information needed before finishing the appraisal.


    Hour 2 ~ 3 p.m. – 4 p.m.


    1. Demonstrate an appropriate Scope of Work

    2. Recognize the relationship between scope of work, client needs, and solving the appraisal problem.

    3. Illustrate the need for adequate and appropriate “Extraordinary Assumptions” with examples.


    Hour 3 ~ 4 p.m. – 5 p.m.


    1. Setup the importance of communication with the client and/or reviewer as required.

    2. Discuss appropriate methods of communication.

    3. Identify methodology to be utilized to ensure it serves the clients’ needs and examples such as bank loans with SBA participation.


    There should be time at the end of class for a brief Q&A session.