Appraising for Private Clients: Expanding Your Practice to Non-Lending Appraisals
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Early Registration Discount Code: EARLY2023
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Member Price: $200.00
Early Registration Deadline is November 3, 2023: $150.00
Non Member Price: $275.00
Early Registration Deadline is November 3, 2023: $225.00
ND Appraiser Board Course #CE-223054
NDREC Course #26-01-C
MN Appraiser Course ID 1035564
Start Date: November 14, 2023
Start Time: 8:00 am
End Date: November 14, 2023
End Time: 4:00 pm
Location: Gate City Bank
500 2nd Avenue North
Room: Swiontek Center
CE Hours: 7
Network Provider: NDAA
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.
“Appraising for Private Clients” walks appraisers through the possibilities and requirements of non-lender appraisal work, including tax rebuttal, prepurchase, prelisting, 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.
Instructor: Joshua H. Walitt, SRA, AI-RRS, MNAA, CEI
About the Instructor: 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 federal and state 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.
Walitt has an extensive background in education, mentoring, and learning platforms. Routinely, he designs and customizes seminars, webinars, and continuing-education courses for education providers, state associations, and other clients. His services include providing mentoring and coaching to appraiser teams related to appraisal methods, appraisal standards, analysis techniques, and workﬂow. His materials are designed for various delivery methods and media, including live, online, and recorded.
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.
He is considered a subject matter expert on collateral valuation methods and compliance with standards and regulations. Walitt has been engaged for special projects related to property data collection (PDR and PDC), forms design, appraisal and review forms design, appraiser software, and UAD support.