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    Document Automation for Appraisers

    Are you looking for a way to compete with large firms with report-writing software that shaves hours (or days!) off of each assignment while vastly improving your work product and avoiding factual or logical inconsistencies?  

This session will cover how to implement available/built-in tools to help your day-to-day appraisal practice.  These skills are also a foundation to help you incorporate Artificial Intelligence into your practice.  You can even have Artificial Intelligence help you build your document automation processes via coding solutions for you and finding things in your reports to automate.  
 
Your instructor has 20+ years of experience creating document automation processes in his firm, including a “type it once” philosophy to make data work for you, as well as the ability to bring things seamlessly from your spreadsheet program into your document program.
    Topics:
    Continuing Education
    Who Should Enroll
    Commercial and Residential Real Estate Appraisers
    Course Offerings
    Sponsor Date Location Format
    Atlanta Area Chapter August 19, 2026 Synchronous View Details Register
    Course Objectives 
    Attendees Will Learn about and Discuss:
    1. How to Set Up Your Computer for Document Automation
    2. How to Create Macros / Add-Ins (w/ w/o AI) to Handle Repetitive Tasks
    3. How to Create Quick Parts and Auto Correct / Auto Fill Functionality
    4. How to Create and Amend Pull-Down Lists
    5. How to Type Data Once and Repeat It Throughout Your Report
    6. How to Use Data Typed Once to Create New Text, Images, or Calculated Data
    7. How to Format Generated Text, Images, or Calculated Data
    8. Create Templates to Handle All Appraisal Types/Needs
    9. Create Add-On Sections to Handle Atypical Appraisal Types/Needs
    10. Live Demonstration of Document Automation
    Course Materials & Recommended Books
    State Approvals
    State QE/CE Course & Exam Course Only Exam Only Delivery Format Start Date Expire Date State Code
    GA CE 4 Synchronous 07/02/2026 12/31/2028 39-80256 (Atlanta Area Chapter)
    SC CE 4 Synchronous 07/08/2026 08/31/2026 20-1388088 (Atlanta Area Chapter)