For agents, homeowners, and appraisal clients

Property Information
& Appraisal Checklist

Help us understand the property before the appraisal. Use this form to request information, ask about an appraisal, or provide details for an existing assignment. Include known improvements, system ages, additional structures, and supporting records. Complete what you know; leave optional items blank or enter “Unknown” rather than guessing. The form adapts to your selections and requests more detail for reported updates or renovations.

Details that support the appraisal. UAD 3.6 uses structured property reporting. This is an information intake form, not an official Fannie Mae or Freddie Mac form. The appraiser independently verifies applicable property information, measurements, condition, quality, and conclusions.
01

Your request

Start here. Only the fields marked * are required.

Include city, state, ZIP and unit, or APN/location. For a general inquiry enter Not yet identified.
Describe the question, intended use and intended recipients. Specify valuation date separately from report delivery date; do not include account numbers.
02

Property and access

Provide known facts and identify their sources. Estimates are welcome when clearly labeled.

Project / HOA, dues, assessments, maintenance, litigation, restrictions.
By unit: beds, baths, area, rent, lease and shared utilities; omit tenant identifiers.
Manufacturer, model, year, sections, serial/HUD labels, data plate, relocation history.
433A, title, installation permits, foundation report, if available.
Parcels, acreage, use, zoning, access, utilities.
Uses, structures, business or agricultural components, restrictions, permits.
Original construction year, bedrooms/bathrooms by level, stories, known areas and source, lot size, APN/MLS; separate basements, conversions and separate units.
Sources of property information
Unit or room rents, leases and utilities; omit tenant identifiers.
Completed and remaining work; plans, permits and dates.
Contact, availability, pets, restricted areas and utilities. Do not supply alarm, lockbox or gate codes.
03

Updates and major systems

Include original or unchanged features, not only recent upgrades.

Interior areas you can describe
Location, approx. update date, cabinets/counters/appliances, unchanged features, issues and permits.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Kitchen: describe the improvements

Identify each bath, fixture types, year updated, work, original elements and defects.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Bathroom: describe the improvements

Rooms, materials, dates, extent of replacements and wear.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Flooring: describe the improvements

Exterior and systems you can describe
Roof material, date, replacement or patching, leaks and supporting records.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Roof: describe the improvements

Approximate dates and scope of windows, siding, doors, paint and repairs.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Exterior: describe the improvements

Equipment types, fuel, installation years, areas served and problems.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

HVAC: describe the improvements

Type, fuel, date, location, service areas and concerns.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Water heater: describe the improvements

Panel upgrades, wiring, repiping, repairs and permits.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Electrical / plumbing: describe the improvements

Location, work, date and documents.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Other improvements: describe the improvements

Describe area, size, use, date, heating, access and low ceilings.
Permits, finals and source documents; distinguish unknown status.
04

Additional buildings and features

Select features present or potentially present and describe each separately.

Additional living areas and buildings
Separate structure size, beds/baths/kitchen, utilities, rent, entry, heat, permit status and update history.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

ADU / second unit: describe the improvements

Vehicle spaces, garage versus finished rooms, size, access, utilities, permit status.
Size, use, utilities, finish, plumbing, dates, permits and condition.
Amenities, energy, and resilience features
Year, size, provider, lease/PPA/financing, lien/UCC and transfer terms.
Equipment type, ownership, year and utility connections.
Type, year, upgrades, operating condition, barrier and leaks.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Pool / spa: describe the improvements

Deck/patio/porch, size, materials, year and issues.
Select the improvement status. Additional details appear only when updates, remodeling, or new construction are reported.

Outdoor improvements: describe the improvements

Insulation and ratings/certificates, source and dates.
Fire-resistant features, drainage, flood measures and dates.
05

Site, utilities, and access rights

Include known conditions, records and limitations on use.

Location, treatment, tests, production and repair records.
Provider, agreements, maintenance and concerns.
Source, rights, availability and records.
Install date, tank/leach location, pumping and inspection records.
Describe system and concerns.
Road maintenance, easements, leases, encroachments, drainage, hazards, restrictions, broadband, water/mineral rights and views.
06

Condition and market information

Report known facts; the appraiser assesses their significance.

Location, condition, date first seen, repair status, photos.
Reports, bids, contractor, dates, cost and repair status.
MLS, listing date, price changes and marketing terms.
Contract date, price, credits, closing, repairs, signed versus pending terms.
Date, price, type, parties relationship where relevant, post-transfer improvements.
Relevant factual market information or comparable suggestions; no target appraised value.
07

Documents and confirmation

Attach supporting files if available. Please avoid passwords, account numbers and unrelated personal records.

List plans, permits, invoices, leases, contracts, inspections or other records being supplied.
Optional. File uploading requires a supported Formspree paid plan. Limit 10 total files per submission, maximum 25 MB per file and 100 MB total request.