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EducationSeptember 5, 2020

Remote Appraisals: Security, Technology, and Best Practices

Guide to remote appraisal technology, security measures, and best practices for safe valuations.

By Paul Myers

Remote appraisals use video conferencing, public records, and MLS data to value properties without a physical visit, but they require encrypted platforms, secure data handling, and clear protocols to protect your information.

Technology Options

  • Zoom/video conferencing
  • Google Street View
  • Online public records
  • MLS data access
  • Email documentation

Secure, password-protected platforms essential.

Security Measures

  • Encrypt data
  • Secure payment processing
  • Confidential appraisal reports
  • Limited access documents
  • HIPAA-like privacy standards

Data protection critical.

Best Practices

  • Confirm identity before inspection (video)
  • Document inspection thoroughly (photos)
  • Secure appraisal report transmission
  • Professional conduct via video
  • Clear communication

Remote appraisals work when done professionally.

Going Forward

Remote tools established. Hybrid approach likely: Some in-person, some remote, depending on situation.

Professional standards maintained regardless of method.

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Remote appraisal? Technology securely supports valuations. Contact me.

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