Valuation Solutions

Whether you’re looking for a full appraisal or an evaluation method, our technology platform offers several solutions, including appraisal services from some of the nation’s top appraisal management companies (AMCs).

Commercial and residential valuation products are available. All are designed to save you time and money — and to ensure compliance with the Interagency Appraisal and Evaluation Guidelines.

REDUCE RISK WITH OUR LOW-COST WARRANTIES — OFFERED ON MOST RESIDENTIAL EVALUATION PRODUCTS

Residential Evaluations

 

Automated Valuation Models (AVMs)

 

The New Vista AVM Cascade accesses data from five leading AVM providers, and is customizable to meet your specific validation criteria. You may also perform your own internal tests and order any individual AVM. An Interagency-compliant Property Market Condition Report may be ordered as well.

 

Validated Cascade

 

This AVM cascade is pre-validated by AVMetrics, an independent testing firm that compares the AVM data with recently closed transactions to verify its accuracy at the county level. Testing is performed each calendar quarter. An Interagency-compliant Property Market Condition Report may be ordered as well.

 

Property Market Condition Report

 

Our Property Market Condition Report is a comprehensive analysis of the economic and market conditions of the subject property, including exterior photos. It’s designed to be used in conjunction with an AVM, thus satisfying the requirements set forth in the Interagency Appraisal and Evaluation Guidelines.

Information in the report:

  • Property vacancy

  • For Sale or Rent Signs

  • Safety or Habitability Issues

  • Adverse and Positive External Factors

  • Verification of Address

  • Condition after floods, earthquake or storm damage

  • The condition is verified by professional inspectors.

Key Benefits:

  • External inspection results of the subject property and neighborhood

  • Photo documentation of the subject property’s exterior

  • Compliant with new appraisal rules

  • Identifies the actual condition of the subject property

 

Residential Evaluations

 

Utilizing the top five evaluation providers in the nation, we provide a comprehensive analysis of inspection and market data designed to meet the requirements set forth in the Interagency Appraisal and Evaluation Guidelines.

This valuation method is faster and less expensive than traditional appraisals. The report uses a market-based approach to valuation, and can be applied to improved and unimproved property. The standard evaluation provides an exterior inspection with photos, but may also include an interior inspection with photos.

The standard exterior inspection includes:

  • Listing information for the subject property

  • Prior transaction history for the subject property

  • Summary of neighborhood market conditions and the subject property’s marketability

  • Neighborhood REO information

  • Exterior photos of the subject property

  • Location map of the subject property

  • In depth commentary on the subject property

 

SmartView™ Residential Report

 

SmartView™ utilizes mobile devices and the latest technology to create the fastest cost-effective product available today combining timestamped site photos, AVM values, and a valuation analyst reconciliation utilizing local MLS data, regional transaction data, and national big data, all in one compact, easy-to-use format.

  • The borrower receives an automated order on their mobile device

  • Specific photos are taken, geocoded and timestamped, and submitted

  • Up to 15 Sold Comparables and Three List Comparables are analyzed

  • Property characteristics, neighborhood valuation factors, and market conditions included

  • Subject property history and tax information

  • Local Map Highlighting the Locations of the Subject Property and All Comparable Properties

  • Three Values: AVM Value, Valuation Analyst Value, and Quick Sale Value

  • 1-3 day turnaround time

 

Hybrid Appraisal

 

Our hybrid appraisal is performed by a licensed appraiser in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). Fast, accurate and compliant — this valuation method is perfect for higher loan amount home equities and HELOCs, as well as portfolio reviews and second mortgages.

 

Traditional Appraisal

 

We offer traditional appraisals sourced from top-rated appraisal management companies (AMCs) who only use Fannie/Freddie approved forms that may be uploaded through the Uniform Collateral Data Portal (UCDP) to either entity. We also make sure you stay compliant with Interagency Guidelines.

Product options include:

  • URAR Uniform Residential Appraisal Report (FNMA 1004)

  • Drive-by Exterior Inspection (FNMA 2055)

  • Small Residential Income Property Appraisal Report (FNMA 1025)

  • Field Review (FNMA 2000)

  • Desktop Appraisal (FNMA 2075)

  • Desk Reviews (FNMA 2006)

 

Appraisal Firewall

 

The Appraisal Firewall is a secure, online appraisal routing and communications technology tool that can send UAD-compliant appraisals to Fannie/Freddie via the UCDP portal on your behalf.

You can choose your own appraiser from your in-house approved list, access appraisers from a third party appraisal management company, or choose from a national network of 15,000 appraisers on the Firewall.

 

Commercial Evaluations

 

Commercial evaluations are available for commercial loan amounts up to $500,000 and qualified business loans up to $1,000,000 when originated by banks regulated by the Federal Reserve, FDIC and the OCC.

Commercial evaluations are also available for commercial loans up to $1,000,000 when originated by credit unions. The National Credit Union Administration increased this threshold from $250,000 to $1,000,000 in July, 2019.

 

These evaluations are designed to provide commercial lenders, investors and servicers with a fast, cost-effective (often under $1,000) valuation solution for commercial loans that meet the threshold requirements. They can be completed using the sales comparison approach or a combined sales and income approach.

All reports are compliant with Interagency Appraisal and Evaluation Guidelines.

 

Basic — Commercial Property Exterior Inspection

 

A quick and easy in-person audit of the property’s condition and location.

 

Premium — Commercial Property Exterior Evaluation (Market Approach)

 

Utilizes the Market Approach and includes research of public and/or transaction records to identify comparable properties that have been listed and sold in the subject property’s market area

 

Elite — Income-based Property Exterior Evaluation (Income and Market Approach)

 

Includes an opinion of value based on reconciling both the Income and the Market Approaches to valuation. Calculations of Gross Operating Income, Net Operating Income, CAP Rate and CAP Rate Value are included along with Listed and Sold comparables.

 

Elite CCIM — Income-based Property Exterior Evaluation (Income and Market Approach)

 

Identical to the Income Based Property Evaluation report described above with one significant advantage — includes a CCIM (Certified Commercial Investment Member)-Designated Agent to fulfill the report. CCIMs have completed a designation curriculum that covers essential CCIM skill sets including ethics, interest-based negotiation, financial analysis, market analysis, user decision analysis, and investment analysis for commercial investment real estate.