Do You Have Copies Of Your Appraisals?

[Smokey Bear]

Well, if that trainee is no longer working there, they can file for unemployment, and subpoena the files to show the supe signed the certification that said they supervised the appraiser yada yada, to support their claim that they should have been an employee.

 

[Dona Roberts]

Lucky Trainee

I am the luckiest trainee in the world, with the best mentor, supervisor, and am part of a very professional, reputable firm. Signed copies of all our reports, are of course, printed and filed in the office, and stored in the computer, backed-up, etc. However, the fire, hurricane threat is something to consider. Does anyone have any suggestions for copying reports in pdf format to an external drive? Specifically hardware, software recommendations at a reasonable cost?
Thanks

 

[Steve Owen]

Fyi

I didn't vote because I'm not a trainee. Well, in a way I guess I really am... learn something new almost every day. :new_all_coholic:

FYI, I still have copies of every report I ever did... all the way back to 1993. I know you are not required to keep them that long, but every now and then it comes in handy. I just got an order for an appraisal of a property I appraised in 1995. The physical characteristics of the property have not changed all that much, so there will be at least a few bits of info in that report that will be useful. For example, tax id number is still the same, legal description is still the same, site size has not changed. Of course, when using something from this old data it is really, really, important to double check it and be certain that it has not changed. Still, that takes a lot less time than starting from scratch.

 

[Luzette Eaves]

Back in the early 90's, by the time I was ready for certification, my mentor had moved his business to another state. I not only had each and every appraisal I had done, I had complete copies of the work files. It is a good thing, since I had to send in 10 reports WITH work files to the state for audit!

 

[Maria Midura]

I am a trainee in Virginia Beach. I started working for a company and never received signed copies of my reports, I have since left that company due to the fact that my supervisor was doing unethical things like saying he had been inside new construction, when in fact it was locked up when we arrived and he went off the sheet provided by the agent. I tried several times, without success, to get copies of my reports and unfortunately he did not respond. I have now filed a formal complaint with DPOR as they said this is something they could help me, the case is presently pending.

 

[VictoriaFinn]

What constitutes a "complete work file" ? listings, tax records, etc..or just the finished report?
On files that I assisted on how detailed do I need to get? (pulled comps...typed report..mesured property)
I did run into the fact that my first supervisor was not as ethical as he should be, and lost out on many hours worth of credit (as well as some $$)
I've been with another supervisory appraiser for some time now and would like to have some clarification on what exactly I need to be keeping.
Thanks for the forums. reading these has been very educational.

 

[BRCJR]

Complete workfile

What constitutes a "complete work file" ? listings, tax records, etc..or just the finished report?
On files that I assisted on how detailed do I need to get? (pulled comps...typed report..mesured property)
I did run into the fact that my first supervisor was not as ethical as he should be, and lost out on many hours worth of credit (as well as some $$)
I've been with another supervisory appraiser for some time now and would like to have some clarification on what exactly I need to be keeping.
Thanks for the forums. reading these has been very educational.

Anything that you would have to have to reproduce the appraisal report.

 

[Kilzniyote]

Sorry its so old, AF pros will hopefully ignore the struggle. I'm a trainee going for license. I have signed copies of every app. I have played a role in. Why would anyone accept anything less? To get a piece of paper?

 

[Lawrence R.]

I had a bad "break up" with a supervisor and was worried, because back in the day, trainees weren't supposed to keep the files at all. I called the state before I turned in my log and told them if they pulled one of his for review he might say he didn't have it or that he never did it.

She said. Oh, I wouldn't worry about that. He will give them to US!!

It would be hard for anyone to refuse them in this case.

But, if he were dead, I bet he wouldn't cooperate. From the time the wind changed in our state about that, i have kept a copy of what the lender got.

 

[Boleggz]

Question- Whose files are they? If a trainee has been under a mentor for over two years and within the first yr worked from home and had all copies of her work files then 2nd yr starts working from office and brings in all her work files(over 300)-whose files are they? Now it's time to move to 156 level and she takes all work files home to get her log together: 1) Can mentor call police to report she stole "his files"? 2) Shouldn't mentor have his own copies of her work files? HELP.....