Describe the report, scope, and review criteria. Makeform creates a desk review appraisal form for checking property data, comparing evidence, explaining findings, and stating a conclusion.
Send completed reviews to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a scenario, adapt its scope, or send the prompt to the builder. The fields are an example, not a completed review.
Audience
Staff and panel appraisers reviewing residential reports
Format
Section-by-section checklist with narrative findings
Prompt size
409 chars
Example form structure
Section-by-section checklist with narrative findings
Assignment, subject, and appraisal identifiers
Which report sections were reviewed?
Were material concerns identified?
Finding, source reference, and explanation
Overall review conclusion and reviewer sign-off
Suggested routing tags
No material concerns
Clarification needed
Escalated review
Ask reviewers to cite a report page, source, or comparable for each material concern.
Step 1
Identify
assignment, subject, report, and review scope
Step 2
Compare
report statements against available evidence
Step 3
Document
finding, source, significance, and follow-up
Step 4
Conclude
review status, routing, and reviewer sign-off
Why structure the review
Keep the assignment scope, evidence checks, exceptions, and conclusion in one record instead of scattered notes and spreadsheets.
Pair each finding with a report page, comparable number, data source, or other reference.
Use yes, no, and not-applicable checks for coverage, with narrative fields for reasoning and significance.
Conditional fields distinguish corrections, clarification, added research, senior review, and field-review referrals.
Common review scopes
Start with the closest review scope, then edit its sections and conclusion choices.
Cover identification, property analysis, value approaches, reconciliation, exhibits, and consistency.
Record verification sources, relevance, adjustments, alternative sales, and the support behind the sales comparison approach.
Check completion and consistency before delivery, then assign correction items with owners and due dates.
Document unresolved data conflicts and why clarification, more research, senior review, or field work is proposed.
Build the workflow
Define the scope, document exceptions, and give every review an outcome and next owner.
Name the property, original report, criteria, review depth, evidence sources, and possible dispositions.
Require essential checks and reveal citation, significance, and follow-up fields only for flagged concerns.
Test a clean and an exception-heavy report, including repeated comparables, uploads, and conclusions.
Share the form, notify recipients by outcome, and send records to the inbox or tracking sheet.
Choose the right format
Preserve repeatable checks and reviewer reasoning without making follow-up depend on scattered notes.
Field guide
Use these six sections, then align their depth and conclusions with the review assignment.
Assignment control
Identify the reviewed document before any analysis so comments stay attached to the correct report version and property.
Subject verification
Compare appraisal facts with available sources, and give meaningful discrepancies their own finding fields.
Market evidence
Use repeatable comparable entries to separate verification issues from relevance, adjustment, or reconciliation concerns.
Report analysis
Cover in-scope sections with not-applicable choices, showing what was checked and what generated a finding.
Findings
Connect each issue to its location and source, explain its significance, and state what would resolve it.
Conclusion and sign-off
End with a scoped outcome, next-step owner, reviewer identity, and completion date.
Related tools
Connect appraisal intake, evidence, questions, and follow-up forms.
Collect assignment, property, contact, access, and timing details.
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Open toolGather rental assignment, income, occupancy, unit, and contact details.
Open toolCapture property questions, interests, contacts, and routing information.
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Open toolFAQ
Answers for lenders, appraisal firms, and reviewers.
It records an appraiser's or reviewer's examination of an existing appraisal. It identifies the report and scope, shows what data and analysis were checked, cites findings and evidence, and captures the conclusion and follow-up.
Include assignment, subject, original appraisal, scope, sources, property-data checks, comparable analysis, consistency checks, cited findings, requested follow-up, conclusion, reviewer, and date. Add not-applicable choices to reflect the scope.
Yes. Repeat fields for each comparable's address, sale data, proximity, source, characteristics, adjustments, and comments. Add separate entries for alternative evidence and its relevance.
Open conditional fields when a check is flagged. Ask for the report location, source, observation, significance, and proposed resolution so the finding is traceable.
Yes. Upload records, maps, market-data exports, available photographs, worksheets, or other evidence. Also capture each file's purpose, source, and access date.
Not automatically. A desk review examines an existing report using available information; field work adds property or market observation. Let reviewers propose clarification, more data, or another review scope.
Yes. Makeform includes unlimited free forms and responses, including generation, editing, publishing, and collection. The paid tier only removes the Makeform badge.
Yes. Use conclusion choices such as no material concern, clarification, correction, senior review, or field-review referral, then notify the appropriate contact or queue.
Give every review a clear record.
