Florida Trainee Log Sheet Question?

[Heathman914]

Hello All,

I am a trainee in Florida and I am attempting to obtain the needed 2500 hrs by 2015. I work for a great instructor (although he is very vague when it comes to appraiser trainee questions/answers). I have currently completed over 100 reports and approximately 900hrs with the review of my instructor. A lot of our work comes from AMCs and he has not allowed me to sign any of the reports. We have attempted to note my professional assistance in the report but have had a few reports returned with the client asking for this to be removed. Now I am still completing reports, however my assistance is not being noted on the report. I am still logging each report on the state pages for my appraiser to sign. QUESTION: Has anyone had experience submitting a log with reports in which the trainees name is not listed in the report? I just want to make sure that I am not spinning my wheels here for years working for next to nothing without being able to see the light at the end of tunnel. Any info is greatly appreciated.:new_newbie:

 

[TEL2002]

Would those reports (where your name has been removed or not mentioned) fall into the category of misleading. The client things Sam did all the work, when in reality Sam & Bob did the work.

This is a good question to throw at your state officials.

 

[Heathman914]

Yes those are my thoughts. I was told that trainees are NOT to work on these reports however 95% of our business seems to come from the AMCs. So you can see why I am concerned. How is one suppose to log hrs by signing reports but AMCs are not allowing trainees to work on report. I suppose I could spend hrs a day marketing to friends, family, attorneys...ect. At this rate I could sit for my license in 2020!!!

 

[TxArmadillo]

<snip> A lot of our work comes from AMCs and he has not allowed me to sign any of the reports.

Sometimes, a client do not want trainees to sign the report, even if they provided assistance in its preparation. Not really a big deal but read on...

We have attempted to note my professional assistance in the report but have had a few reports returned with the client asking for this to be removed. Now I am still completing reports, however my assistance is not being noted on the report.

This is the problem, as I see it. It is a USPAP requirement that significant contributions to the completion of a report be disclosed. If you are required to produced USPAP-compliant reports, this disclosure must be present in the report.

Not sure about Florida but in Texas, my understanding is that the state board will ask for several of the reports from your tracking log for review. The disclosure of your participation (see comments above) better be in those individual reports or your state board may throw out any reports that don't have that disclosure.

Again, not sure about Florida.

EDIT: I've never seen a residential appraisal scope of work restriction for a conventional mortgage transaction that prohibited work by a trainee. There's a ton of restrictions on FHA/USDA/RHA work though.

 

[Joe Flacco]

No one should have a issue if a trainee signs to the left and supervisor signs to the right and checks that he inspected the interior and exterior of the property box.

If you are inspecting and writing reports on your own and only the supervisor is signing to the left when he did not inspect the property it is a problem.

 

[VIVIEN G]

You're definitely on the right track. Check to see if the AMC's problem is with your signature on the report or the disclosure. Many of them just don't want a second signature on the report and only want the certified res's signature. If that's the case, put in your disclosure and omit the signature. Many states are okay with that. of course, you've got to check with FL.

 

[George Hatch]

If your supervisor is using your "significant assistance" in the reports they sign they are commiting a violation of SR2-3 in not disclosing that in their certification. That includes disclosing your name. There's no wiggle room in that, either.

As the others said, I'm thinking these clients just don't want the 2nd signature on their reports and they want the principal appraiser to personally inspect. If so, the disclosures of who did what should still be acceptable to them.

 

[Dale Smalley]

You just killed your supervisors career.

 

[Valuadora]

You just killed your supervisors career.

I disagree, it may be the "great instructor" that may have killed Heathman's career. Supervisors must understand, and help their trainees know, USPAP and the appraiser licensing laws. It is very possible that the state agency will not only go after the supervisor for violating USPAP, but also NOT allow any or all of the experience hours that Heathman obtained while working for this particular supervisor. This is a very serious issue and a major reason why AQB will require that Supervisors and Trainees take a USPAP-related class starting in 2015.

Heathman, going forward, your supervisor needs to understand more about assignment conditions. If those AMC clients (or any other client) have policies on hand that do not allow trainee appraiser assistance (or the mention of), right or wrong, your supervisor MAY NOT accept the assignment if it is intended that a trainee appraiser will be used anyway. The fact that a supervisor is willing to accept and train a trainee is a great opportunity, but it must be done responsibly.

I highly encourage you to contact your state agency and educate yourself on the types of experience you are allowed to obtain and how it should be presented, as well as what is required to be included in appraisal reports by USPAP. In addition, if you are not already, be sure to keep up to date on your experience log hours (don't wait to get your supervisor to sign all 900 hours at once - have them sign every page as it happens).

The fact that your supervisor is allowing reports to go out without your name and experience noted is a big wake up call. Take it.

Good luck

Nancy
www.valuadora.com