Start a report: your paperwork in

Tap New, then drop what you already have on its spot under What you have: the engagement letter, the listing sheet or county record, the purchase contract. Each paper offers the address it read, and nothing is written until you tap Use this address. What they read lands in its section: ink with a note is your own paperwork, and teal is a draft for you to keep or change. In How-to 06, Josh Stalk, Licensed Residential Appraiser (NV), starts a report from scratch.

How do I start a report and drop in what I have?

1. New. Tap New. What you have holds six spots: the engagement letter or order, subject property documents, the purchase contract, your comp sheet, your photos and the sketch. None of them is required.
2. The letter. Drop the PDF, or a photo of it, on its spot. It starts reading right away and usually takes 2 to 5 minutes, so start another spot while it reads.
3. Subject property documents. The MLS listing or county tax record, as a CSV, a PDF or a photo. It fills about a dozen subject facts, each marked from the listing sheet.
4. The address. Each paper offers the address it read. Fix it in the box if it needs it, then tap Use this address. Typing it instead? If you already have a report for that house, tap Open it, or Start a new report.
5. The contract. Drop up to five files, counter offers and addenda too, then tap Analyze Contract. Not a purchase? Tap Skip it.
6. Where it lands. Engagement Letter: the order at a glance, and what the client asked for, to check off. Assignment Information: assignment type, agency loan, file numbers. The listing: Subject Property, Site, Dwelling Exterior, Unit Interior and Subject Listing Information. The contract: Sales Contract.
7. Ink and teal. Ink with a note, like from the listing sheet, is your own paperwork. Teal is a draft: tap Keep, or change it, and the teal falls away. The listing's square footage is the agent's number. Your measurement decides.

What trips people up?

The address never fills itself: nothing is written until you tap Use this address. Typed the address before the letter, or dropped a new letter over one you have? The letter waits for you. Tap Analyze Requirements on its spot.

What stays yours?

Arm's length, personal property, whether the concessions are typical, and your analysis of the listing history. The contract shows the evidence; nothing there is filled in for you. The seller goes in the report; the buyer stays in your workfile.

What does the new report ask for here?

• Is there a sales contract? "When true, indicates that an active sales contract is associated with the property." (Appendix A-1 v1.4, 0600.0016, report field 20.000, Required)
• The listing history. Whether the property "has been listed within the previous twelve (12) months" is Required (0900.0004, report field 19.000). When it has, the Analysis of Subject Property Listing History is required too (0900.0020, report field 19.011).
• Special Tax Assessments is Required (0100.0033, report field 3.008).
• Accessory Dwelling Units is Required: "Deliver as zero if there are no accessory dwelling units on the property." (0100.0019, report field 3.006)

Want it on paper? The How-to 06 Quick Start has these steps on one page.

Sources

• AppraisalPilot, How Do I Start a Report and Drop In What I Have?, how-to video with Josh Stalk, October 27, 2026
• J. Marshall Hunt and Josh Stalk, How-to 06 Quick Start, one page, October 2026
• Fannie Mae and Freddie Mac, Appendix A-1, URAR Delivery Specification v1.4, 0600.0016 (20.000), 0900.0004 (19.000), 0900.0020 (19.011), 0100.0033 (3.008) and 0100.0019 (3.006)