Collect title, planning and property information for the file
An agent can request and file the standard documents. The valuer decides when the file is complete enough to report.
AI for Real Estate Appraisers
Real Estate Appraiser
Inspects properties, researches comparable sales, analyzes market data, documents property features, and prepares valuation reports for lending, tax, or sale purposes.
What should stay human.
Keep and amplify
Inspect the property and note its condition, features and context
Research comparable sales, rentals and market evidence
Write the valuation report and supporting workings
Automate
Book inspections and access with owners, agents and tenants
Track report due dates and lender turnaround times
Log time against each instruction
Tasks, by type of work.
Each task has an experience tag (CX, SX or BX), a verdict, and example agents that often help with this kind of work. Agent suggestions come from our editorial scores, not vendor claims.
Inbox
Reply to lender, solicitor or client questions on the report
Drafts can come from the file. Anything that changes the opinion is checked by the valuer.
Bookings & calendar
Book inspections and access with owners, agents and tenants
Finding times and sending access details is a scheduling job.
Track report due dates and lender turnaround times
Due dates can be diarised and reminded automatically.
Phone & voice
Talk a client or referrer through a figure they did not expect
This needs professional judgement and a clear explanation.
Spreadsheets & data
Log time against each instruction
Time can be prefilled from the calendar and file activity.
Documents
Write the valuation report and supporting workings
An agent can assemble photos, records and a first draft. The valuer forms the opinion and stands behind the report.
Research
Research comparable sales, rentals and market evidence
An agent can gather and table recent evidence quickly. The valuer selects the comparables that actually support the opinion.
Customer chat
Confirm the instruction, purpose and any assumptions with the client
What the valuation is for, and the limits of the opinion, should be agreed by a person.
Admin
Inspect the property and note its condition, features and context
Walking the property, and seeing what a photograph would miss, needs the valuer on site.
Time freed, and where it goes.
Work an agent can take on
What comes off the desk.
- Book inspections and access with owners, agents and tenants
- Track report due dates and lender turnaround times
- Log time against each instruction
Where those hours should go
Back into people, and the business.
- CX — Collect title, planning and property information for the file
- CX — Reply to lender, solicitor or client questions on the report
- CX — Talk a client or referrer through a figure they did not expect
- CX — Confirm the instruction, purpose and any assumptions with the client
- SX — Staff experience: more time for the work that needs a person
- BX — Inspect the property and note its condition, features and context
- BX — Research comparable sales, rentals and market evidence
- BX — Write the valuation report and supporting workings
Seen at
Business types where this role often appears, with a note on how it shows up there.
Want this set up for you?
If you would like someone to build these real estate appraiser flows in your business, tell us a little and we can match you with an agency. We don’t list agencies on this site.