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 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 appraisal. 

Attendees Will Learn about and Discuss: 

1. Overview of Document Automation 

2. Existing Document Automation Providers 

3. Overview of Repeated and Reused Data in Appraisal Reports 

4. Similarities between Word and Excel 

5. Planning for Document Automation – Bookmark Naming Conventions 

6. How to Set Up Your Computer for Document Automation 

7. How to Create Macros / Add-Ins (w/ w/o AI) to Handle Repetitive Tasks 

8. How to Create Quick Parts and Auto Correct / Auto Fill Functionality 

9. How to Create and Amend Pull-Down Lists 

10. How to Type Data Once and Repeat It Throughout Your Report 

11. How to Use Data Typed Once to Create New Text, Images, or Calculated Data 

12. How to Format Generated Text, Images, or Calculated Data 

13. Create Templates to Handle All Appraisal Types/Needs 

14. Create Add-On Sections to Handle Atypical Appraisal Types/Needs 

15. Live Demonstration of Document Automation