Property Information
& Appraisal Checklist

Project and association name; management contact; dues and frequency; what dues cover; special assessments; who owns the site and maintains the exterior; known litigation, major repairs, or rental restrictions. Provide source documents when available.

Use one entry per unit: unit label, building, bedrooms and bathroom fixtures, known area and source, occupancy, actual rent, lease dates, and utilities paid by owner or tenant. Describe shared areas. Do not include tenant names, contact information, or payment account details.

Manufacturer, model, manufacture year, number of sections, serial / HUD certification label numbers, and location of the HUD data plate, if known. Note additions, relocation history, or land / space lease. Enter Unknown where appropriate.

List available title / registration or recorded conversion records (such as a California 433A, if applicable), installation / permit records, and any existing foundation report. Upload copies only if already available. Do not order new reports to complete this form.

List parcels, approximate acreage, current use, known zoning, access, improvements, and utilities. Land-only appraisals are outside UAD 3.6; this section supports the initial inquiry rather than a UAD report.

Describe each use and structure, including any business use, agricultural use, or residential and nonresidential areas. Include known restrictions and available permits.

Identify rented units or rooms, current rent, lease dates, utilities included, and whether leases or a rent roll are available. Omit tenant personal identifiers. A property manager or owner should coordinate any inspection notice and access.

Describe work completed and remaining, expected completion, builder contact, and available plans, specifications, permits, construction contract, change orders, and occupancy documentation. Distinguish proposed work from completed improvements.

For each kitchen: location; approximate year of last update or original / unknown; what changed and what remained; cabinet, counter, appliance, and layout details; current wear or problems; information source; available permits / receipts. Include any second kitchen or kitchenette.

Use one entry per bathroom. Identify the building, unit, and level; fixtures; approximate update year or original / unknown; work completed and features left unchanged; current wear, leaks, missing fixtures, or incomplete work; source and available records. Include half baths and bathrooms in other structures.

List rooms or areas, material, approximate installation / refinishing year, extent replaced versus retained, and known damage or missing coverings. Identify source and records when available.

Roof material; approximate year last replaced; full or partial replacement; known repairs, leaks, or remaining unfinished work; source; available invoice, warranty, or permit. Distinguish replacement from patching or coating.

Approximate years and scope of window replacement, siding, paint / stain, doors, or exterior repairs. Note materials, remaining original areas, and known deterioration. Identify sources and records.

System type, fuel / energy source, approximate installation year, areas served, and known operating problems. Identify permanent versus portable equipment, any unheated rooms, and whether the primary heating equipment is below ground level. Include separate units and additional buildings.

Type and fuel source, approximate installation year, location, areas served, and known issues or leaks. Identify available receipts or permits.

Known panel size / upgrades, rewiring, repiping or major plumbing repairs; approximate dates, materials if known, outstanding issues, and available permits / invoices. Do not remove covers or inspect concealed systems.

List each improvement, location, approximate completion year, scope, and available documents. Optional costs should identify their source; project cost is not a statement of contributory value.

Describe each area: original use, current use, approximate size and source, year completed, heating / cooling, interior access or exterior-only access, and any low or sloping ceilings. Include garage conversions, enclosed porches, sunrooms, basement / attic finishing, and finished rooms reached only through a garage or outdoors.

For each project: permits and final approval documented; permit issued but final unknown; no permit known; or unknown. Provide permit number, agency, and records if available. Do not label an area legal or illegal without identifying the basis.

Identify each area and building: attached / detached; approximate size and source; bedroom / bathroom fixtures; kitchen or cooking facilities; entrance and interior connection; separate address; utilities / meters; heating / cooling; current use and rent, if any; year built / updated; permits / final approval; and any known rental restrictions with source. Include kitchen, bath, and flooring histories for this unit as well.

Identify vehicle spaces, garage area, separate finished / unfinished areas, access, use, heating / cooling, plumbing, and kitchen / bathroom facilities. State approximate sizes separately, year built, permit status, and known issues. Do not combine garage or accessory area with the main home's living area.

For each structure: use, approximate size and source, finished / unfinished portions, construction year, utilities, heating / cooling, plumbing, kitchen / bath facilities, permits, and condition concerns. Include agricultural or business use when applicable.

Choose the known arrangement; leave blank when unsure. The appraiser will review relevant documents.

Approximate installation year, system size if known, provider, permits, and operating status. Identify any lease / financing / PPA payment, transfer or payoff obligation, recorded lien / UCC filing if known, and supporting agreement or payoff records. Do not assume the system is owned because it is attached to the property.

Equipment type, ownership or financing, approximate installation year, permits if known, systems served, and available records.

Type, approximate installation year, major upgrades, operating status, known leaks / damage, barriers or covers, and permit records if available. Identify empty or inoperable pools and incomplete repairs.

Describe each porch, deck, patio, outdoor kitchen, fencing, or other site improvement; approximate size, construction / update year, material, and known issues. Identify covered / enclosed areas separately.

Describe insulation or other efficiency improvements and approximate dates. List available energy ratings / certifications, score or level, issuing organization, and date. Upload existing certificates; do not obtain new testing solely for this checklist.

Describe completed measures such as fire-resistant materials, ember-resistant vents, drainage improvements, flood vents, or sump systems. Include dates, available permits / certifications, and known limitations. Describe features without certifying performance.

Known location, operating concerns, treatment equipment, water-quality or production records and dates, and any existing inspection or repair records. Provide available documents only.

Provider / owner, properties served if known, agreement and maintenance obligations, operating concerns, treatment, and available records. Do not include other owners' personal financial information.

Describe source, legal rights / agreements if known, reliability concerns, treatment, and available records.

Known installation / replacement date, permitted capacity if documented, tank / leach-field locations if known, last pumping / inspection date, operating concerns, and available permits or reports. Do not estimate certified capacity without records.

Describe the system, known operating concerns, and available records.

For each item, identify the building / unit / room or site location, observed problem, when noticed, and repair status. Examples include missing flooring, exposed / deteriorated exterior wood, leaks, damaged roofing, unsafe steps, inoperable equipment, an empty pool, or unfinished work. Provide photos or existing reports where available.

Identify available inspection reports, bids, invoices, contractor name, estimate date, amount, and work covered. State whether completed or proposed. An estimate is supporting information, not a required appraiser repair determination.

MLS number, listing date, current and prior asking prices, recent price changes, and factual marketing history. Identify relevant terms or restrictions.

MLS number, contract date and price, scheduled closing, known seller credits / concessions, repair agreements, rate buydowns, and personal property included. Upload the executed agreement and all relevant addenda, redacting unrelated sensitive information. Distinguish signed terms from pending requests.

Date, price if applicable, type of transfer, relationship of parties if relevant, and source. Identify material improvements since the transfer and provide available documentation.