Thinking Outside the Form: Tools, Techniques, and Opportunities for Residential Appraising
Almost everyone is familiar with the now worn-out phrase, “thinking outside the box.” It is an attempt to encourage people to be creative by moving beyond the simple and the routine. This seminar coins a new, similar phrase for residential real estate appraisers: “thinking outside the form.” Designed with a three-fold purpose: to review appraisal standards required for appraisal reporting; to provide practical ways to supplement residential report forms with techniques and examples that improve compliance with appraisal standards and produce meaningful and understandable reports; and to suggest and promote alternatives to mortgage appraisal assignments and encourage residential appraisers to search for new appraisal products and business opportunities.
Who Should Enroll
AI CE Points
Attend:
Classroom: 35<br />Online: 20<br />Synchronous.: 35<br />Sync-IDECC: 35
Course Offerings
| Sponsor | Date | Location | Format | ||
|---|---|---|---|---|---|
| Appraisal Institute | On Demand | Online | View Details | Register |
Course Objectives
- Prioritize and apply pertinent parts of the Uniform Standards for Professional Appraisal Practice that govern effective appraisal communication.
- Discern the meaning of terms such as summarize, analyze, and meaningful, as they relate to professional appraisal standards.
- Perform and report a higher level of market analysis than is typically required by preprinted residential appraisal report forms.
- Recognize the value of spreadsheets, charts, and graphs in supporting assignment conclusions.
- Write an effective highest and best use summary.
- Identify and apply six critical tests for appropriate selection of comparable sales in the sales comparison approach.
- Provide real-world solutions to appraisal problems regarding comparable selection.
- Recognize the advantages of qualitative sales comparison analysis and use qualitative techniques to provide credible assignment results when data for quantitative analysis is limited.
- Support adjustments in the sales comparison approach using tools, techniques, and methods derived from market analysis.
- Improve on the development and reporting of the cost and income capitalization approaches in residential appraisal assignments.
- Benefit from using the restricted appraisal report format in non-mortgage residential appraisal assignments.
- Recognize the process of reconciliation as one of the most useful tools available to the appraiser for analyzing, summarizing, and supporting conclusions in the appraisal report.
Course Materials & Recommended Books
State Approvals
| State | QE/CE | Course & Exam | Course Only | Exam Only | Delivery Format | Start Date | Expire Date | State Code |
|---|---|---|---|---|---|---|---|---|
| AK | CE | 4 | 4 | Online | 07/09/2024 | 03/16/2027 | 19947 | |
| AL | CE | 4 | 4 | Online | 07/10/2025 | 09/30/2026 | C03123 | |
| AR | CE | 4 | 4 | Online | 07/10/2023 | 07/10/2027 | AI093 | |
| AZ | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| CA | CE | 4 | 4 | Online | 06/02/2019 | 08/27/2027 | 23CP754601550 | |
| CO | CE | 4 | 4 | Online | 04/25/2024 | 04/24/2027 | 2611 | |
| CT | CE | 4 | 4 | Online | 04/25/2024 | 04/10/2027 | AAL.001219 | |
| DC | CE | 4 | 4 | Online | 04/23/2025 | 02/28/2026 | ||
| DE | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| FL | CE | 4 | 4 | Online | 05/05/2022 | 05/04/2026 | 0009863 | |
| GA | CE | 4 | 4 | Online | 04/25/2024 | 04/24/2027 | 77568 | |
| HI | CE | 4 | 4 | Online | 02/01/2025 | 03/16/2027 | 24-206 | |
| IA | CE | 4 | 4 | Online | 05/08/2025 | 03/16/2027 | A518-315 | |
| ID | CE | 4 | 4 | Online | 04/25/2024 | 04/27/2027 | ||
| IL | CE | 4 | 4 | Online | 01/01/2025 | 12/31/2026 | 575.002020 | |
| IN | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| KS | CE | 4 | 4 | Online | 01/01/2025 | 12/31/2025 | 250.C25.R | |
| KY | CE | 4 | 4 | Online | 05/31/2025 | 06/30/2026 | ||
| LA | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | A0254 | |
| MA | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 10051275 | |
| MD | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| ME | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| MI | CE | 4 | 4 | Online | 05/29/2024 | 05/29/2027 | 20-1212776 | |
| MN | CE | 4 | 4 | Online | 06/01/2022 | 05/31/2026 | 1025073 | |
| MO | CE | 4 | 4 | Online | 04/25/2024 | 04/24/2027 | ||
| MS | CE | 4 | 4 | Online | 04/25/2024 | 04/24/2026 | MAB #49776 | |
| MT | CE | 4 | 4 | Online | 04/23/2024 | 03/16/2027 | REA-CEC-REC-17968 | |
| NC | CE | 4 | 4 | Online | 01/01/2025 | 12/31/2025 | 4009 | |
| ND | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588, CE-222026 | |
| NH | CE | 4 | 4 | Online | 04/24/2024 | 03/16/2027 | ||
| NJ | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 2024-3013 | |
| NM | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 4405 | |
| NV | CE | 4 | 4 | Online | 10/10/2025 | 10/31/2026 | CE.0009976-A | |
| OH | CE | 4 | 4 | Online | 01/01/2025 | 12/31/2025 | 923504302A 25 | |
| OK | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 987 | |
| OR | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | APIN-C-0324-9025 | |
| PA | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | ||
| PR | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| RI | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | REA.0002174-CE | |
| SC | CE | 4 | 4 | Online | 09/01/2024 | 08/31/2026 | DE 1499, AC . 1499 | |
| SD | CE | 4 | 4 | Online | 06/21/2021 | 08/14/2026 | SD 1599 CE | |
| TN | CE | 4 | 4 | Online | 07/01/2025 | 06/30/2027 | 1860 | |
| TX | CE | 4 | 4 | Online | 04/25/2024 | 05/31/2026 | TX Provider #:10 Course #: 47766 | |
| UT | CE | 4 | 4 | Online | 07/01/2025 | 06/30/2027 | AC250619 | |
| VA | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| VT | CE | 4 | 4 | Online | 04/10/2024 | 04/10/2028 | CA-232767 | |
| WA | CE | 4 | 4 | Online | 04/25/2024 | 04/24/2027 | A23024065 | |
| WI | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | 88588 | |
| WV | CE | 4 | 4 | Online | 04/25/2024 | 03/16/2027 | ||
| WY | CE | 4 | 4 | Online | 05/15/2024 | 04/24/2027 | 31 |