From Chatbot to Appraisal Agent: The Next Evolution of AI in Valuation
Register
- Date
- October 23, 2026
- Time
- 9:00AM - 12:00PM (CST)
- Sponsor
- Greater St. Louis Chapter
- Location
- Commerce Bank
8000 Forsyth Blvd
15th Floor Conference Room
St Louis, MO 63105
- Instructor
- Justin Gohn
- Full Price
- $65.00
- AI Price
- $50.00
Course Description
This course takes appraisers beyond using artificial intelligence as a simple chatbot and introduces them to the emerging world of AI agents capable of performing production-level appraisal tasks. The seminar begins with an overview of the USPAP considerations and professional guardrails that must govern the use of AI in appraisal practice.
Participants will gain a foundational understanding of the Claude Desktop platform, including the distinctions between Chat, Work (Cowork), and Code modes, and how each can support different appraisal workflows. Building on that foundation, the course explores what “agentic AI” really means and why it represents a significant advancement beyond the conversational AI tools most appraisers are familiar with today.
Through live demonstrations, attendees will see how appraisal-specific AI agents are designed, configured, and orchestrated to perform increasingly complex tasks. Several working appraisal agents will be showcased, culminating in a comprehensive demonstration of an AI-driven workflow that drafts an appraisal report through the approaches to value with no human intervention.
Throughout the program, special emphasis is placed on the appraiser’s continuing responsibility for analysis, judgment, review, and compliance. While AI can significantly improve efficiency and automate routine processes, the appraiser’s professional expertise remains essential and non-negotiable.
Who Should Enroll
Residential & commercial
appraisal reviewers, valuation professionals seeking to understand&leverage the next generation of AI tools while maintaining compliance with professional standards&USPAP.
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|
| IL | CE | 3 | Classroom | 07/15/2026 | 12/31/2026 | 575.010925 (Greater St. Louis Chapter) | ||
| MO | CE | 3 | Classroom | 07/17/2026 | 06/30/2027 | 2026000248 (Greater St. Louis Chapter) | ||
| MO | CE | 3 | Classroom | 08/13/2026 | 06/30/2027 | 2026000249 (Greater St. Louis Chapter) |
Course Objectives
Upon completion of this seminar, participants will be able to:
- Understand USPAP considerations, ethical obligations, and risk-management practices related to the use of AI in appraisal assignments.
- Differentiate between the Chat, Work (Cowork), and Code modes within the Claude Desktop environment.
- Define agentic AI and explain how it differs from traditional chatbot-based AI tools.
- Identify the key components and workflows used to build appraisal-focused AI agents.
- Observe and evaluate live demonstrations of AI agents performing appraisal-related tasks.
- Assess how AI orchestration can automate portions of the appraisal process while maintaining appropriate professional oversight.
- Recognize the areas where appraiser judgment, verification, review, and decision-making remain critical in an AI-assisted workflow.