Appraising Classes Taught

Appraiser Training

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203 Golden Hill Court  Roseville, CA 95661    l     Contact Us

quality training for experienced and aspiring appraisers

Real Estate

Classes and Class Descriptions

We offer a wide variety of courses for both the aspiring appraiser learning the business, and the experienced appraiser interested in maintaining or upgrading their skills.  

 As Barry is a Senior Instructor for the National Association of Independent Fee Appraisers (NAIFA), these courses are also available.   

Appraiser Training Course List:

Appraising for Litigation, Estate, Probate, Trust, Bankruptcy and Other Legal Purposes (BREA #14CP226103008)

This type of appraisal work is different from lender appraisals. Divorce, estate, (probate), trust, bankruptcy,

assessment appeal, bail bonds, working with attorney clients regarding litigation requires specialized knowledge of

definitions, dates of value, and possibly testimony in court. Or there may be private party appraisals for any purpose.

This course is designed to provide the appraiser with sufficient information to help them understand the in and out issues of

handling the appraisal related to details of appraisals which may end up in court. How to indicate to clients you are

qualified to do their work. Become more effective in working on these types of assignments. To get assignments appraisers

commonly need to reflect higher level of qualifications.


7 hours Continuing Education Credit

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Complex Appraisals (BREA #13CP226103005)

BREA has definitions of what can be considered as a complex appraisal.  Highest and Best Use is the first issue to consider. What makes a property unique or complex? Who makes the decision? What information does the appraiser need to consider? Complex properties require more capable appraisers, Certified as a minimum. This course discusses many of the factors making an appraisal complex and how to approach them.


7 hours Continuing Education credit

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Defensive Appraising (BREA #13CP226103006)

This course covers the issues the appraiser should consider prior to or at the time of accepting the responsibilities of completing an appraisal request. Concepts of engagement agreements are covered, the expectations of clients as to the quality of the appraiser's work.  We cover some of the common complaints made against appraisers and the things appraisers need to consider in their reports, "red flags in reports" and issues to consider in defending your appraisal against complaints.


7 hours Continuing Education credit

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FHA Appraisal Criteria (BREA #15CP226103009)

Covers the 4000.1 & Data Delivery Guide.   HUD requirements for appraisals. About 180 pages in course materials.  Steps of the appraiser’s observation of the property. Discussion of health & safety issues.  Discussion of common mistakes. Criteria of requirements of appraisers viewing in attic and if present crawl spaces.  Property location and neighborhood issues.  “As is” versus “subject to” issues.  What to do when lender asks for changes after completion of the report but not related to errors by appraiser.

7 hours Continuing Education credit

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FHA Appraisals 2018 (BREA approval pending)

Covers some of the common errors and issues with reports. Language, criteria and issues. FHA 4000.1 Procedures  and Residential Single Family Appraisal Report & Data Delivery Guide covered.   Instructor has done FHA work since 1986. HUD is enforcing requirements and reviewing basically all appraisals.  Many letters to appraisers to take corrective education courses.  Many mistakes are procedural & some are general.  Observations subject & the functioning of systems.    The 4000.1 and Data Delivery Guides pages are included totaling about 180 pages.     Discussion of  and attic inspection requirements & what HUD accepts.   What HUD allows on this and not allows. Open discussion of questions & answers requested by attendees.  Confirmations of requirements as to process & concepts of Observe, Analyze, and Report are covered. Many mistakes are caused by appraiser not understanding what HUD requires. Bedrooms, paint, bare wood, etc.  Utilities on or not.  Photographs and sketches. Steps of the appraiser's observation of the property.  Responsibilities as to viewing of attic and crawl space (if any) and what to look for.  Appraiser needs a ladder to see attic space. Considerations   Many misconceptions on inspection.  Appraisers are caused to make judgement decisions related to properties and errors occur. Property location and property analysis. Discussion of health and safety issues versus cosmetic repairs.  Repairs versus cosmetic conditions appraiser must consider. Post appraisal completion requests by lenders to make changes is discussed. & why not to do.

7 hours

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Laws and Regulations for California Appraisers (BREA# 12CP226103002)

This course is required for renewal as of January 1, 2013.  It covers licensing and upgrading requirements, which, according to The Appraisal Foundation,  will be changing in 2015.

This course can help the appraiser more fully recognize their duties & responsibilities related to being licensed or certified, including Federal, state, BREA and related regulations. Covers the required knowledge of the Federal and State regulations regarding appraisal, licensing, common violations by appraisers, and acting as an appraiser without a required license. Covers the BREA compliant process and handing a complaint that h has been issued against an appraiser.  Responsibilities of Supervisory Appraisers, signing appraisers, statements as to professional assistance and competency.  Requirements to notify BREA of change of status, location or contact information.

 4 hours Continuing Education credit.

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Non-Lending Appraisal Assignments (BREA approval pending)

Varying definitions of value to consider.  Varying Effective Dates of Value as many are retrospective value assignments. Different document formats. Full or limited observation conditions. Possibly no observation of subject at all.   Extraordinary assumptions or hypothetical conditions may need to be used in the report.    Difficulties and requirements for different types of assignments. Extent of the assignment.  Who will be using the conclusions of the report to understand Intended Use and Intended User(s).   Documentation to include in the report for different types of assignments.     Consider divorce, estate, litigation, valuations for establishment of trusts. Relocation valuation assignments require special training.  Bankruptcy assignments related to lenders, credit companies. Litigation assignments which may end with appraiser being deposed & in trial court.  Appraiser needs to establish chain of documentation for litigation assignments.      Providing appraisals for legal cases involving working with attorneys.is interesting, economically rewarding but requires expertise in preparing for and completing the assignment.  Discussion covers the process of working with attorneys, preparing for court & presenting testimony.

7 hours

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Property Characteristics (BREA # 16CP226103011)

Many FHA, Conventional and BREA complaints result from failure to correctly verify property information. This class is intended to bring to the appraiser's attention their responsibility to properly verify property information.   Subjects may include: FHA inspection protocols, based on the HUD 4000.1 & Data Delivery Guide and appraisers practice; FNMA requirements;  USPAP requirements; importance of understanding the building codes in market area; client requirements; why verify zoning and building permits, if present septic tank size and criteria; deriving a property Highest and Best Use decision based on property characteristics; why GLA varies in public record when accessory dwellings are on property; definition of GLA; floor plans typical or atypical; bars on bedroom windows; updating versus remodeling; wells, septic, leach field, barns, outbuildings, enclosed patios, pools, spas and other features; balance of residential to other uses; systems in home.  sprinklers, CO detectors, smoke detectors, water heater safety straps; unusual construction or configuration; topography impacts on marketability; roof conditions; solar power generating systems; owned vs leased; partial completion of improvements; unusual features; etc.Includes many references to good sources of information.


7 hours Continuing Education credit

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Residential Report Writing, Clauses & Concepts  (BREA# 13CP226103004 )

This class addresses UAD criteria & misconceptions and general report writing concepts.  It includes sample clauses and client-required clauses, compliance issues with varying types of reports, and clauses that should be considered by the appraiser. Discussion of the application of the UAD report and the differences between UAD and general purpose reports, including clarification of some common Uniform Appraisal Dataset format mistakes.   In addition, covers non-FNMA  format ideas.  

7 hours Continuing Education credit

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Reviewing Appraisals (BREA #12CP226103011)

How to review  residential and small income appraisals.  Factual checks and analysis checks for consistency.  USPAP and other criteria.   Correlating data in various portions of the reports.  Common errors.   Reviewer’s responsibilities.

7 hours Continuing Education credit

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Sales Adjustments (BREA approval pending)

This course is designed to help you recognize the responsibility of the appraiser and reduce your exposure to complaints or criticisms.   Lack of supporting the adjustments used in the residential appraisal report is usually the most common appraiser mistake reported by BREA.   Commonly a review of an appraisal also concludes a report lacks creditability because the report lacks analysis supporting the adjustments used in the sales comparison approach to value.  The APB on for the Appraisal Foundation indicates criteria that should be utilized by the appraiser.  For example, what does the “appraisers peers” do?; matched paired analysis;   statistical analysis; trend graphs; using other charts and other graphs.; “sensitivity analysis;”  pivot tables; relying on published data.   And more!


7 hours Continuing Education credit

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Sales Data Analysis (BREA #12226C011)

Graphing, charting, regression analysis, and abstracting adjustments from market data for paired sales analysis, comparing market to market.  How to use Excel spreadsheets to support the data in your reports.  We also cover how to analyze adjustments, such as price per foot, room count variances, one versus two story characteristics, yard features, and location adjustments.   Supporting market trend adjustments, when and what type should be considered.  Discussion of the verification process; if there is enough data, which sales should be considered (non-MLS; short sales; REO sales); motivation of seller, buyer, concessions, give backs.

7 hours Continuing Education credit

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USPAP 7-hour Renewal Course (BREA #15CP226103010 ; NV #CE0007816-A)

This course is designed to review professional standards, ethics and updates to the Uniform Standards of Professional Appraisal Practice.

7 hours Continuing Education credit

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