Loan Appraisals And Evaluations: Rules, Requirements, And Review

with
Dawn Kincaid
Live Session
From $149.00
  • October 28, 2021, 2:00 pm   EST
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

Community banking expert Dawn Kincaid will share policies, procedures, checklists, and a sample residential loan appraisal. You will learn how to optimize your appraisal process to ensure accuracy and please examiners.

Topics Covered

  • What are the appraisal rule requirements and thresholds?
  • What are examiners’ expectations for appraisals?
  • When is a full appraisal required instead of an evaluation?
  • How should you conduct appraisal reviews?
When:
Thursday, October 28, 2021; 2:00 PM Eastern
Scheduled for 60 minutes including question and answer period.

Training Overview

The market is hot! Obtain more accurate appraisals. Review policies and procedures to calculate market value.

A vital element of any loan decision is a sound appraisal that depicts the true market valuation at the time of the loan. Examiners are carefully scrutinizing your appraisal policies, procedures, and reviews.

It is essential that you employ effective, independent appraisal and evaluation processes. Appraisers should have the knowledge and expertise to perform reviews in accordance with regulatory guidance and sound banking standards. Appraisals need to be independently assessed to ensure the quality is commensurate with the complexity of the subject property and risk of the transaction.

  • What are the appraisal rule requirements and thresholds?
  • What are examiners’ expectations for appraisals?
  • When is a full appraisal required instead of an evaluation?
  • How should you conduct appraisal reviews?

Who Should Attend?

  • Loan officers

  • Loan operations staff

  • Compliance officers

  • Individuals responsible for ordering and reviewing appraisals

Expert Presenter

Dawn Kincaid

  • Began her banking career while attending The Ohio State University
  • 20 years’ experience in client service, operations, information technology, administration, board relations, marketing, and compliance
  • Most recently, Senior Vice President of Operations for a central-Ohio-based community bank
  • Has served in the roles of compliance, BSA/AML, CRA, privacy, and security officer

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.