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Digital or hard copy recordkeeping?

Digital or hard copy recordkeeping?

  • Digital only

    Votes: 7 70.0%
  • Hard copy only

    Votes: 0 0.0%
  • Other

    Votes: 3 30.0%

  • Total voters
    10

Kelly Scott

Thread Starter
Sophomore Member
Joined
Apr 25, 2003
Professional Status
Certified Residential Appraiser
State
California
Just curious what most people are doing these days for your appraisal files. If you are strictly digital, what is your process/set-up?
 

Sadie

Junior Member
Joined
Mar 20, 2008
Professional Status
Certified Residential Appraiser
State
Oregon
Digital report copies, hard copy workfile.
 

Lee in L.A.

Elite Member
Joined
Jan 24, 2002
Professional Status
Certified Residential Appraiser
State
California
I only use a few pieces of paper and scan them then shared when the job is done.
No paper files.

What "other" would there be?
 

andrew81

Senior Member
Gold Supporting Member
Joined
Dec 5, 2008
Professional Status
Certified Residential Appraiser
State
Illinois
Other

I keep a hard copy of page one of the order, field notes, and any hand written analysis of the market. Everything else is saved digitally.
 

nauthead

Senior Member
Joined
Nov 26, 2004
Professional Status
Certified General Appraiser
State
Florida
Completely digital. All of my field notes are taken on an Ipad and saved as a PDF.
 

Tom D

Senior Member
Gold Supporting Member
Joined
May 22, 2015
Professional Status
Certified Residential Appraiser
State
Pennsylvania
just get a better scanner where the papers sit up right. the other kind with papers laying down scanner, papers will jam if more than 10 pages. and get paperport, it's the fastest program. anything i can pdf i put into a folder on the desktop, then put it into the work file when i send the report. i miss my typewriter. yea, right.
 

alebrewer

Senior Member
Gold Supporting Member
Joined
Mar 11, 2008
Professional Status
Certified Residential Appraiser
State
Texas
Both. There are docs I def wanted in the 'paper' file, but most went in the electronic file. My motto was (and still is) - if you look at it, put it in the work-file.
 
Last edited:

Tom Woolford

Elite Member
Gold Supporting Member
Joined
Nov 20, 2005
Professional Status
Certified Residential Appraiser
State
Florida
100% digital. Stored in several places. I can grab an SSD if the house is burning, but not paper files. Even if I can't, off site storage will make me whole in a day or so. Data loss is unacceptable.
 

Sid Holderly

Senior Member
Gold Supporting Member
Joined
Jun 16, 2005
Professional Status
Certified Residential Appraiser
State
Indiana
Digital in multiple places plus hard copies of actual comp MLS sheets and subject property card or listing sheet. Reading comments on listing & sales sheets is (&note marks) easier on hard copy.
I am semi-retired so I do not push through a high volume.
 
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