NEW: Faster equipment comps research

Learn more
All articles
Best Practices

USPAP-Aware Workflow Checks You Can Automate

Which parts of USPAP compliance belong to your process — and which can be enforced by your tooling.

Ellen VaughnApr 12, 20266 min read
USPAP

USPAP compliance is a professional obligation. It's also, in large part, a checklist — which means your tooling should own the parts a checklist can enforce.

What belongs to the appraiser

  • Scope of work decisions and their justification.
  • Selection and weighting of comparable evidence.
  • Reconciliation and the final value opinion.
  • Certifications and disclosures unique to the assignment.

What tooling can enforce

  • Required workfile sections present and populated.
  • Every comp accepted has a written justification.
  • Every adjustment has a documented basis.
  • Every version of the report is retained with a timestamp.
"Automating the parts a rule can check frees the appraiser to focus on the parts only judgment can answer."

Where to start

Pick the three most common review comments your team receives. If any of them are structural — a missing section, an undocumented adjustment, an untracked revision — they are candidates for automation this quarter.

TRY IT
See Comp Chirp on your next assignment

Pull defensible comps, keep the reasoning tight, and ship the workfile faster.

Explore solutions
KEEP READING

More field notes