Appraisal OS
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v31
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Powell AI Assistant
Appraisal analyst · USPAP-aware
Good morning! I can help you find comparable sales, draft report narratives, explain adjustments, and answer USPAP questions. What do you need?
Quick Actions
Find Comps
Search comps database
Draft Narrative
Generate report language
USPAP Guidance
Compliance questions
Adjustment Logic
Defensible explanations
QC Review
Check for errors
Active Project Context
AI has access to property data, prior comps, and knowledge base.
Analytics
File Mix by Property Type
Active Pipeline by Stage
Valuation Approach Usage — Completed Files
Property Type Breakdown
TypeFiles% of TotalAvg FeeAvg TurnaroundAvg Final Value
Client Portal
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Client Directory
ClientTypeActive ProjectsYTD RevenueOutstandingPortal Status
Knowledge Base
USPAP Standards & Guidance
Standards, ethics, competency rule, scope of work rule, and advisory opinions.
6 articles
Adjustment Explanations
Pre-written, defensible explanations for common adjustments by property type.
6 articles
Market Studies
Regional market analyses for office, industrial, retail, and multifamily segments.
4 articles
Cost Data
Marshall Valuation Service summaries, local contractor quotes, and cost indices.
3 articles
Company Procedures
SOPs for engagement setup, inspection, report writing, and QC review.
5 articles
FAQ Library
Common client questions, lender requirements, and appraiser answers.
5 articles
Zoning Reference
Municipal zoning maps and definitions for Western MA markets.
3 articles
Cap Rate & Expense Data
Historical cap rates, expense ratios, and vacancy data by property type.
3 articles
Training Materials
Onboarding guides and skill-building resources for trainees.
4 articles
1
Select Project Record
Choose the assignment to pull data from
2
Choose Report Template
Select the format appropriate for this assignment
Restricted Appraisal Report
USPAP compliant · Intended user is client only · Abbreviated narrative
Summary Appraisal Report
Standard commercial format · Summarized analyses · Most common report type
Self-Contained Narrative Report
Full narrative · All analyses described in detail · Complex or high-value assignments
Income Property Report
Multifamily, retail, office, industrial · Income approach emphasis · Rent roll analysis
Appraisal Review Report
USPAP Standard 3 & 4 · For reviewing another appraiser's work product
Desktop / Drive-By Report
No interior inspection · Exterior observation or public records only
3
Data to be Merged
Review what will be pulled from the project record
Select a project above to preview merge data
Generates a working draft — not a final report
Report Preview
Select a project and template to generate a draft
No Report Generated Yet
Choose a project and template, then click Update Report to generate your working draft.
Back to Dashboard
Report Archive — 2026 YTD
Every completed appraisal, with its final report and full workfile — click any row to open it
Looking for older records? 224 historical subjects from before this system live in Historical Data.
View Historical Subjects
Filter:
Date Property / Job # Client Type Sales Comp Income App Cap Rate Cost App Final Value Fee Approaches
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Revenue by File
Completed-file revenue for the selected window — click any row to open the file
Window:
DateProperty / Job #ClientFee
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Turnaround by File
Order-to-completion time across every completed file — click any row to open the file
FileStartFinishTurnaround
Firm Information
Displayed on generated reports and correspondence
Lead Appraiser
Default appraiser credentials used in report signatures
My Profile
Your own name and password — separate from the firm-wide Lead Appraiser signature block above. Every teammate (including trainees) sets this up for themselves after their admin creates their login.
Need a different role, or a brand-new teammate added? Ask an admin — role and firm assignment aren't self-service yet.
Change Password
Report Template Builder
Upload your branded Word document with merge placeholders. Used once — update only when your report style changes.
1
Copy placeholders
Browse the field reference below. Click any Copy button to copy a placeholder like {{client_name}}.
2
Edit your Word doc
Open your branded .docx and paste placeholders where you want data to appear. Type each placeholder as one continuous string — do not split it across formatting runs.
3
Upload & use
Upload the template below. It will appear in Report Writer alongside the built-in templates. Select a project and click Download — data merges automatically.
Available Merge Fields
Upload Template
Drop your .docx here, or click to browse
Microsoft Word documents only · File is stored locally in your browser session
Your Templates
No templates uploaded yet
Client Directory
Master list of clients. Selected automatically when creating a new assignment.
New Client
Client / CompanyTypeContactPhoneAddressNotes
AI Assistant
Connect to Claude to enable real AI responses in the AI Assistant tab
My Alerts & Notifications
Choose which project stages notify you, and how. These are personal to your login — they don't affect anyone else on your team.
StageIn-AppEmail
Email alerts are saved to a delivery queue as soon as you opt in — they'll start sending automatically once your firm connects an email provider. In-app alerts show up in the bell icon right away.
New Assignment
1
Client & Engagement
2
Property Information
3
Assignment & Value
4
Scope of Work
5
Property Characteristics
6
Tenant Information
7
Team & Schedule
8
Document Checklist
Client & Engagement
Enter client, lender, and engagement details.
Step 1 of 7
Property Address
Street Address *
City / Town *
State
Zip Code
County
Parcel ID / Map-Lot
Zoning
Assessed Value
Current Taxes
Current Mill Rate
Lot Frontage
Lot Shape
Utilities On-Site
Property Type *
Ownership
Owner of Record
Occupancy Status
Prior Sale Price
Prior Sale Date
Purpose / Intended Use *
Intended User(s)
Property Interest Appraised
Value Type(s) Required
Effective Date of Value
Report Format
Highest & Best Use
Assignment Conditions / Notes
Valuation Approaches Required
Additional Analyses
Required Addenda
Physical Attributes
Building Size (SF GBA)
Site Size (Acres)
Year Built
Year Renovated
Number of Stories
Number of Buildings
Construction Type
Exterior Finish
HVAC System
Overall Condition
Parking Spaces
Current Occupancy %
Deferred Maintenance / Known Issues
Notable Features or Special Systems
Income Property Details
Total Units / Tenants
Current Vacancy Rate
Rent Roll Available?
Operating Statements?
Known NOI
Known Cap Rate
Unit Mix (Multifamily)
Unit TypeCountAvg SFMarket Rent/MoActual Rent/Mo
Tenant Information

Enter lease details for each tenant. Check the boxes under each expense category to indicate tenant responsibility (unchecked = landlord pays).

Unit # Size (SF) Mo. Rent Tax Ins H₂O Swr CAM Elec Gas Trsh Lnd Mgmt
Team Assignment
Lead Appraiser *
Trainee / Associate
Reviewer
Administrator
Inspection
Inspection Date
Inspection Time
Field Inspector
Inspection Contact
Contact Phone
Access Notes
Deadlines
Report Due Date *
Internal Review Deadline
Priority Level
Estimated Hours
Internal Notes
Document Tracking

Mark the status of each required document, and attach it now if you already have it — attached files land in this project's Workfile automatically once the assignment is created, no need to re-upload later.

DocumentStatusNotesAttachment
Assignment Created
The assignment has been added to your project board.
Auto-Generated Tasks
Project folder structure created
Team members notified
Workflow tasks assigned
Document checklist saved to record
Deadline added to team calendar
Job #: JP-2026-015
Knowledge Base
JP-2026-001
Property Address
New Inquiry
Client
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Fee
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Lead Appraiser
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Property Type
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Report Due
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Priority
Standard
New Inquiry0%
Overview
Client
Property
Assignment
Scope of Work
Characteristics
Team
Workfile
Invoice
Valuation
Photos
Stage
—
of 14 workflow stages
Completion
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Overall progress
Fee
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Net 30
Due Date
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Standard
Workflow Progress
Move to Stage
Selecting a new stage saves immediately — no need to click Edit Record first. Only stages your role is permitted to set are selectable.
Client
Lead Appraiser
Property Type
Purpose
Valuation Approaches
Value Types
Inspection Date
Reviewer
Property Address
Street Address
City / Town
County
—
State / Zip
Parcel ID / Map-Lot
Zoning
Assessed Value
Annual Taxes
Current Mill Rate
Lot Frontage
Lot Shape
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Utilities On-Site
Property Type
Ownership
Owner of Record
Occupancy Status
—
Prior Sale Price
Purpose & Use
Intended Use / Purpose
—
Intended User(s)
Property Interest Appraised
—
Value Types Required
Report Details
Effective Date of Value
Report Format
—
Highest & Best Use
Assignment Conditions / Notes
Valuation Approaches
Additional Analyses
Required Addenda
Physical Attributes
Building Size (GBA)
Site Size (Acres)
Year Built
Year Renovated
Number of Stories
Number of Buildings
Construction Type
Exterior Finish
HVAC System
Parking Spaces
Overall Condition
Current Occupancy
Sprinkler / Elevator
Deferred Maintenance
Notable Features
Income Property Details
Total Units / Tenants
Current Vacancy
Rent Roll
Operating Statements
Known NOI
Known Cap Rate
Team Assignment
Lead Appraiser
—
Trainee / Associate
—
Reviewer
—
Administrator
—
Field Inspector
—
Inspection
Inspection Date
Inspection Time
Inspection Contact
Contact Phone
Access Notes
Deadlines & Schedule
Report Due Date
Internal Review By
Priority Level
Estimated Hours
Internal Notes
Workfile
—
Invoice Editor
Invoice Details
Bill To
Property Appraised
Line Items
Notes & Payment Info
Live Preview
Income Capitalization Approach
Sales Comparison Approach
Rent Roll — Potential Gross Income
Unit / Space Tenant / Use Status NNN SF / Unit Units Rate Months Income
Estimated (Market) spaces: for commercial use, enter an annual rate per SF (months lock at 12). For residential use, click the rate to switch it to $/Month. Actual (Leased) spaces: enter the monthly amount from the lease and months remaining. Click the NNN pill on a leased commercial space to flag it as a reimbursing tenant. Units: if several units are the same type and market rent (e.g. 8 identical 2-bedroom units), enter one line with the per-unit SF/rate and set Units to 8 instead of adding 8 separate rows — SF, GBA, and Income all scale by that count automatically.
Total Building GBA
GBA is the whole building's square footage — usually larger than the sum of individually-listed rent roll spaces (common areas, corridors, mechanical rooms, etc.). GBA feeds Insurance, Reserves, and each NNN tenant's reimbursement share below. Defaults to match the rent roll sum until you enter your own figure.
NNN Reimbursement
Each NNN tenant's reimbursement = their share of total GBA × the reimbursable operating expenses (toggle which expense lines count in the Operating Expenses table below).
Total Reimbursement
$0
NNN TenantSF% of GBAReimbursement
Vacancy & Collection Loss
Operating Expenses
Expense ItemStatusAmountTotal AmountReimb.?
Total Operating Expenses——
Actual: enter the known/budgeted dollar amount. Estimated: enter a percentage of EGI instead — except Insurance and Reserves, which estimate as a $/SF rate applied to total GBA.
Direct Capitalization
Potential Gross Income
—
before vacancy loss
Net Operating Income
—
—
Income Capitalization Value
—
—
Rounding the indicated value is a judgment call — click "Round Value" to fill the field using the increment selected, or type your own figure. Left blank, the export below falls back to the selected increment automatically.
Report Export
Generates a formatted Income Approach summary — subject details, income/expense breakdown, and value conclusion — ready to drop straight into a Word report for the reader/underwriter.
Reconciliation Method
Average each comp's adjusted price as a rate per the unit below, then apply that rate to the Subject's matching quantity.
Avg $ / SF
Avg $ / Unit
Avg $ / Acre
Comparable Sales Adjustment Grid
Convention: an inferior comp element gets a positive adjustment; a superior comp element gets a negative adjustment.
Reconciliation
Adjusted Price Range
—
low – high across comps
Weighted Avg Rate
—
per weights above
Sales Comparison Value
—
—
Rounding the indicated value is a judgment call — click "Round Value" to fill the field using the increment selected, or type your own figure. Left blank, the export below falls back to the selected increment automatically.
Report Export
Generates a formatted comparable sales adjustment grid — subject vs. each sale, time and property adjustments, and reconciled value — ready to drop straight into a Word report for the reader/underwriter.
Final Reconciled Value
This tab saves independently of Edit Record / Save Changes above — click "Save Valuation to Project" to persist your work. The Overview tab's Valuation Results section reflects whatever was last saved here.
Subject Photos
Click to browse or drag & drop photos here · batch upload supported · JPG/PNG/HEIC, up to 20MB each
0 selected
Star a photo to make it the cover/primary subject photo. Drag a photo onto another to reorder — the order here is also the order used in the Photo Addendum export. Every user at your firm can see and manage these photos; USPAP retention applies the same as the Workfile.
Team Chat
Team Chat (build 0706-1300)
—
Enter to send · Shift+Enter for new line
Add Calendar Event
Event Type
Related Project
Event Title *
Date *
Start Time
End Time
Location / Address
Notes
Assign To
Event added to calendar!
All assigned staff will be notified.
Import Comparables