Document Automation for Appraisers

Document Automation for Appraisers

Andrew Sheppard, MAI, AI-GRS

Thursday, April 22, 2027

$110     AI 

$130     Full 

Livestream/Synchronous Continuing Education:  4-Hours.  Please note this class is only approved for Florida and Appraisal Institute continuing education credit.

Seminar Description:

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

Instructor: Andrew Sheppard, MAI, AI-GRS

Class Schedule:

Login and Roll Call:  12:30 – 1:00 PM ET

Class Instruction:  1:00 – 5:00 PM ET

Please note:  This class will be held by live stream /synchronous interactive classroom technology via Zoom.  Students are required to have a computer, webcam and microphone.  It is the student’s responsibility to have the required equipment to participate and receive continuing education credit.

Live stream/Synchronous Classroom Guidelines:

• Students must have a computer, webcam and microphone capabilities to participate and receive continuing education credit.

• The instructor must be able to physically see and interact with all students and students must be able to interact with the instructor.

• A copy of your driver’s license must be emailed to the Chapter Office as verification after you have registered and prior to the start date.

• You will receive a separate email from the chapter office with log-in access information.  Please contact the chapter office if you have any questions regarding the participation guidelines

• Class materials will be emailed to you prior to the class.

State CE Credit:  This is a live stream/synchronous class and is only approved for Florida Real Estate Appraisal Board and Appraisal Institute continuing education credit.  For other states, you should determine current education approval and requirements.

Continuing Education Credit:

Appraisal Institute: 20 points

Florida Real Estate Appraisal Board:  4-Hours pending – live stream/synchronous – Region X of the Appraisal Institute