Before a valuation visit, record the property snapshot, purpose, urgency, known comparables and report users — the appointment opens with facts on the table.
Quick answer
Send it ahead of a valuation appointment: a property snapshot, the valuation purpose and urgency, known comparables and who will read the report are noted, so the visit opens with facts rather than guesses. It frames the scope of the engagement — it is not the valuation itself and carries no price opinion.
Disclaimer: this questionnaire scopes a valuation engagement; the valuation itself is issued separately by a qualified professional.
Scoping blocks follow standard engagement questionnaires used by valuation practices.
Valuations diverge on scope as much as on market: sale pricing needs different evidence than probate, refinancing or a tax split. This questionnaire settles the scope first — why the valuation is needed, for whom the report is, the deadline, the property snapshot and the comparable sales the owner already believes in. The valuer arrives with the right lens, and owners learn the discipline of showing their evidence.
Sample form preview (fillable once the app is published).
Everything you need to run this template.
Sale, refinancing, estate, tax or curiosity.
Who reads it and to what decision.
The date the answer must land by.
Type, size, state, known comps.
From copy to deliverable in four steps.
Put it in front of booking.
Purpose, deadline, users.
Prepares right evidence.
Facts first, numbers after.
Pick your role — see how it fits your workflow.
Right-scope every visit.
Get the answer you actually needed.
Explain the purpose without explaining twice.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
