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.
Who Should Enroll
Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Atlanta Area Chapter | August 19, 2026 | Synchronous | View Details | Register |
Course Objectives
Attendees Will Learn about and Discuss:
- How to Set Up Your Computer for Document Automation
- How to Create Macros / Add-Ins (w/ w/o AI) to Handle Repetitive Tasks
- How to Create Quick Parts and Auto Correct / Auto Fill Functionality
- How to Create and Amend Pull-Down Lists
- How to Type Data Once and Repeat It Throughout Your Report
- How to Use Data Typed Once to Create New Text, Images, or Calculated Data
- How to Format Generated Text, Images, or Calculated Data
- Create Templates to Handle All Appraisal Types/Needs
- Create Add-On Sections to Handle Atypical Appraisal Types/Needs
- Live Demonstration of Document Automation