Agent Insights / Listing preparation

Before The Appraisal: An Agent's Checklist

By Kelsey Lenten · Updated October 27, 2026

You can't control an appraisal result. You can make the property's facts easier to understand.

1. Check the listing. Confirm the address, property type, room descriptions, and sources for any size claims. Flag discrepancies rather than guessing.
2. Document improvements. List dates, work completed, and available permits or invoices. Cost does not automatically equal contributory value.
3. Gather property-specific records. Include relevant ADU, solar, HOA, or renovation documents requested by the lender.
4. Plan access. Confirm appointments, utilities, and access to areas the appraiser needs to inspect.
5. Share relevant facts appropriately. Follow the lender's process. If you have questions about a report, ask about the formal review or reconsideration process.

Keep private borrower documents and unnecessary personal information out of the property packet.