Non-Lending Appraisals: Expanding Your Appraisal Practice

September 27th & 28th, 2023 | 2-day session; 3.5 hourseach day

Session 1: Wednesday, September 27th | 2:30PM – 6PMCT
Session 2: Thursday, September 28th | 2:30PM – 6PM CT

Instructor: Josh Walitt

Registration for this event has closed. Please check other dates.

7 HOUR CE

$155.95

COURSE APPROVAL INFORMATION

AL – Course #CO2849
AR – APPROVED
AZ – Accepts
CA –  Course #2310501052
CO – Pending
GA –  Course #76544
FL – Course #3699
HI – Course #23-301
IL –  Course #575.010651
IN – APPROVED
KS – Course #465.C23.N
KY – Pending
LA –  Course #A0040
MD – APPROVED
MA – Course #1360029
MO – APPROVED
MI – Pending
MN – Course #1035514
MS – Course #50511
NE – Course #2233480.33
NH – Pending
NM –  Course #4284
NV –  Course #CE.0009722-A
NJ –  Course #2023-211
NY – Course #A5644-07
NC –  Course #4577
OH – Course #Q04301806A 23
OK – Course #726
OR – Course #APEL-C-0523-0056
PA –  APPROVED
SC – Course #CE2114
TN – Course #2689
TX – Course #46987
UT – Course #AC230713
VA –  APPROVED
WA – Course #A23025700
WI – Accepts
WV – APPROVED

Pending approval in many states!

If you don’t see your state listed, CLICK HERE to send an email to our education director, Ben Maxwell, and request approval or ask questions.

Course Description

We’ve all heard the advice “Don’t put all your eggs in one basket.” The same can be said for a professional appraisal practice: Don’t perform only one type of appraisal work for only one type of client. In many cases, appraisers –both residential and general commercial – provide merely one type of appraisal: appraisals for lending clients. However, appraisers can expand their appraisal practice by offering other types of appraisal services. By diversifying their practices, appraisers strengthen their technical skills, increase the quality of their written and oral reports, ensure a better understanding of appraisal work, and lessen their reliance on one sector or type of client.

“Non-Lending Appraisal Assignments” walks appraisers through the possibilities and requirements of non-lender appraisal work, including tax rebuttal, pre-purchase, pre-listing, divorce, estate, and IRS-related work. Students explore the components necessary for private appraisal work, including forms and narrative. USPAP is examined as the minimum foundation for the development and reporting of the appraisals, and students learn supplemental requirements that are unique to various types of private appraisal work. General best practices are also emphasized, to ensure the best work product. General requirements are presented, applicable to most or all appraisal types; specific needs of various types of work are also emphasized throughout units in the course.

The course ensures appraisers are exposed to the whole experience: the first phone call with the client, additional client discussions to collect necessary assignment elements, the inspection, and the unique aspects of the development and reporting steps for various private appraisal types. The appraiser student will create his or her own unique engagement letter, appropriate for collecting the required details of an assignment, as well as additional items that help an appraiser proactively avoid pitfalls often associated with private work. From a technical standpoint, appraisers will leave the course having a better understanding of techniques characteristic of strong appraisal work, the varying level of detail for different types of appraisals based on the intended use, as well as how to strengthen their appraisal writing processes for any appraisal.

Course Policies

Refund/Cancellation/Transfer Policy:

Refund requests must be made at least 24 hours prior to the start of class. Cancellation must be in writing. No refunds will be given within 24 hours of class start.
If you register within 24 hours of Class Start, you will only be eligible for a transfer. This transfer credit expires 30 days after the original class date. After this 30 day period, we are unable to issue a transfer, and you will forfeit the class cost.

CE Requirements/Attendance Policy:

The class is offered via Zoom Meeting.
Computer audio/video, reliable internet connection, and 100% attendance are required for CE credit.
We must be able to see and hear your camera, and driving or riding in a car is not allowed during class. These are state requirements for CE.

Software/System Requirements:

Class is offered via Zoom Meeting.

If you’re new to Zoom, the links below may be helpful:
- Click the following link to download Zoom: https://zoom.us/download
- Click the following link to launch a Zoom Test Meeting: https://zoom.us/test

Reminders:

KNOW YOUR TIME ZONE: We’re on CENTRAL TIME, and class starts at 10AM CT sharp!
- If you are on Pacific Time, Class is from 12:30pm-4:00pm PT (doors open at 7am).
- If you are on Mountain Time, Class is from 1:30pm-5:00pm MT (doors open at 8am).
- If you are on Central Time, Class is from 2:30pm-6:00pm CT (doors open at 9am).
- If you are on Eastern Time, Class is from 3:30pm-7:00pm ET (doors open at 10am).

Everything you need to know about our live virtual class offerings via Zoom

How do I register?

Add any live-zoom course(s) to your cart and proceed to checkout.
IMPORTANT: Be sure to provide the correct state and license number information during checkout, as this will be automatically pulled into our system for your completion certificate and reporting to your state.
Once purchased, you’ll be automatically registered for the Zoom class meeting and you will receive a receipt via email.

What happens once I purchase?

You will receive a confirmation email with your JOIN MEETING link (save this! This is the link you will click to join the zoom class meeting on Class Day.)
If this is your first purchase with us, you will also receive an email with your Student Login Credentials, which give you access to your Student Account; Your student account is where you will access any online courses or completion certificates.
If your Zoom Class comes with Course materials, they will be made available in your student account and also emailed to you in reminder emails (see “What to expect on class day.” below)
If you don’t see your confirmation email (and you’ve checked your spam folder), just email us (we make typos too, and we’re happy to help).
We highly recommend you download zoom for an even better in-class experience.
You’ll receive reminder emails the day before and the morning of class. (NOTE: If you register within 24 hours of class start time, you might not receive reminder emails.)
Be sure to click the Zoom meeting link and join the meeting 30 minutes before class start time, so we can get you checked in.

What do I need prior to class?

Check your time zone! All classes are listed in CENTRAL TIME, so adjust your calendar accordingly. Our reminder emails the day before and the morning of class will list the correct times for all time zones, for reference.
Download any course materials. You can find all appropriate documents for your course under “My Courses” in your student account.
If you are taking a USPAP update course, have the current USPAP publication on hand.
It is required that you keep your camera on for the duration of the class. Be sure to have a device with a working webcam, audio, and microphone, as well as good internet access.

Use the Zoom meeting link to join the class 30 minutes before class start time, so we can get you checked in.

Where is my link to join class?

You should have received a confirmation email immediately after purchase, as well as reminder emails the day before and the morning of class. Your Zoom link to join class can be found in any of those emails.
Be sure to check your spam folder if it is not in your inbox.

What should I expect on class day?

Remember to use the Zoom meeting link to join class at least 30 minutes before the official start time, so we can get you checked in.
Zoom Confirmation Emails (how you join the class): We will resend everyone’s Zoom confirmation emails 1 hour prior to class start
Class Reminder emails with handouts (if any) and reminders: We send reminder emails on the day before and the day of class (unless class falls on a Monday or Friday; we don’t work weekends)
Reminder emails will include: Any class handouts (if applicable), important expectations and requirements; REMINDERS ABOUT KNOWING YOUR TIME ZONE (we’re on Central Time); and student support / instructor contact information.
Remember: you must be present with your camera on 100% of the class time. (This is a state requirement, not ours. We cannot make exceptions.)

What is your refund/cancellation Policy if I have to miss the class?

Refunds require a 24-hour written notice.
BUT if you miss class and forget to notify us, no worries! Just reach out to our team, and we’re happy to transfer you to a later class.
We can only provide one transfer, so if you miss the second class, you will not have the option for a transfer and will forfeit the purchase cost.

What’s required for CE credit?

You must be present with your camera on for the duration of class. (This is a state requirement, not ours. We cannot make exceptions.)
You must be visible and prepared to answer instructor questions (please do not drive, work on other tasks, walk your dog, or anything else that might be distracting to the class).
If you have an emergency or are otherwise prevented from being present and visible on camera, please contact one of the class moderators.

What features should I be aware of on the Zoom platform?

Chat Feature
Raise Hand Feature (alt + Y is the keyboard shortcut, or click the Reactions button)
Mute/Unmute & Stop Video (you should only turn cameras off when on breaks)
In addition to the live instructor, we’ll have a team member available to help everything run smoothly during class.

What happens after class ends?

Ben Maxwell, our Education Director, will email a Course Evaluation link to all students immediately after class.
Once you complete the evaluation, you’ll receive an emailed certificate from our LMS. Please keep in mind that failure to complete this survey will delay your certificate (it is REQUIRED).
If you have any issues with the automated certificate, just reply to Ben’s Course Evaluation email and request a PDF copy.
If you’re in a state that requires the provider to report on your behalf, we will report your CE after class. Please give us 24 hours to do so. (States in which we report on your behalf include: FL, GA, IL, NC, NV, OH, SC, TX, and UT.)
If you have any questions, the instructor and class moderator will stick around for a few minutes after class ends.

How can I reach out if I still have questions?

Feel free to reach out to our team Monday – Friday from 9:00 AM to 5:00 PM CST. Call us at (615) 965-5705 or email us at support@appraiserelearning.com | support@agentelearning.com

Course Author

Josh Walitt

Joshua Walitt is the principal consultant for Walitt Solutions. He provides short- and long-term consulting services related to compliance, valuation, education, review and investigations. Clients include lending institutions, appraisers, appraisal management companies, attorneys, education providers
and regulators.

With over 20-years of experience, Walitt’s skillset includes appraisal, banking, regulations, policy, instruction, licensing and enforcement. His core goal is to foster a clients’ efficiency, accuracy, compliance and growth through appropriate methodology and technology, sound reasoning, communication skills and proper oversight.

He writes for industry publications and speaks at events such as the Appraisal Institute’s Annual Conference, Appraisal Summit and Expo, Valuation Expo, Appraiser’s Conference and Trade Show, Association of Appraiser Regulatory Officials, and other client and industry conferences. Walitt designs seminars and continuing education courses for online and classroom delivery.

In 2013, he was the appraiser member of Colorado’s AMC Rulemaking Taskforce. In 2015, Walitt designed the Market Machine, a market analysis and modeling tool used by appraisers throughout the United States. He has also provided valuation consulting for international applications. Walitt has been recognized as an expert witness in local and federal court.

He was the 2021 Vice President of the National Association of Appraisers. Walitt is an AQB Certified USPAP Instructor, holds the SRA & AI-RRS designations with the Appraisal Institute, is a member of the National Association of Appraisers (MNAA), holds a Certified Distance Education Instructor (CDEI) certificate, has served on the Colorado Board of Real Estate Appraisers and he is an Appraisal Institute approved instructor.

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Non-Lending Appraisals: Expanding Your Appraisal Practice

7 HOUR CE

$155.95

Course Description