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Insuring Boundaries ¦ Expanding Territories

Valuations (Appraisals, AVM Products)
Industry Overview

     The Home Value Code of Conduct (HVCC) (effective May 1, 2009), sets forth regulations regarding appraiser selection.  The Code prescribes that:
 
  • a lending institution's process for selecting appraisers must be non-preferential and unbiased; and
  • a lending institution's production staff must not select, retain, recommend, or influence the selection of appraisers for a particular assignment or for inclusion on an approved list of appraisers or exclusionary lists; or have substantive communications with an appraiser or appraisal management company (AMC) regarding an appraisal assignment.

     The HVCC applies to all federally regulated financial institutions that answer to the OCC, Federal Reserve System, FDIC, Office of Thrift Supervision, or the NCUA, including banks, credit unions, and lenders.

     The HVCC means that neither the real estate division of a lender, nor anyone that has a financial stake in a loan closing, should be selecting an appraiser.  To comply with HVCC, lenders must either outsource appraisal management to an independent party or have a different division (non-production division) select appraisers.

Who Are our Appraisers

Everest Land and its vendors:
 
  • Have over 110  staff appraisers
  • Constantly recruit new fee panel, over 14,000 fee appraisers under contract

The Warranty


     Everest Land products covered by full warranty of First American Title Insurance Company:

  • Uniform Residential Appraisal Report (URAR/FNMA 1004)
  • Individual Condominium/PUD Unit Appraisal Report (FNMA 1073)
  • Small Residential Income Report (both the 4-page and 2-page format (FNMA 1025)
  • Individual Cooperative Interest Appraisal Report (FNMA 1075)


Lenders, Form A Joint Venture (JV)
 Appraisal Management Company (AMC)


    Everest Land managed AMCs:

  • Provide appraisals nationwide 
  • Provide a full range of valuation products including full and review appraisals and data-base driven valuation products
  • Employs local appraisers
  • Manage the appraisal process by (i) managing appraiser licenses and E&O insurance, (ii) reviewing and monitoring performance and quality of the appraiser, and (iii) providing appraisers with technology and data.

Appraiser Panel Management


  • Strict monitoring of licensing and quality of appraisers 
  • Use a proprietary state-of-the-art tracking system
  • Our system assigns work based on appraiser qualifications, proximity to subject property, turn time and quality
  • We can exclude appraisers by client, and exclude products by appraiser
  • The work of all appraisers is warranted: Customers who experience a loss due to fraud or gross negligence are protected under our warranty program.

Delivery Methods


     100% of reports are delivered electronically

  • via web
  • via ePASS through loan origination software (LOS) provider

Everest Land Premier Products


  • Traditional Valuations
  • Non-Traditional Valuations
  • Review Valuations


Everest Land Valuation Accounts

Benefits:

  • Centralized responses to all product questions and service level expectations provide fast, accurate, and consistent answers.
  • Direct access to a leading developer of alternative valuation product lines and cascading valuation solutions provides lenders with leading technology.
  • Lower cost per valuation and reduced turnaround times can be achieved through customized valuation cascades.
  • Testing against known appraised values provides lenders assurance when evaluating new valuation products.

Features:

  • Customized cascading valuation options can be created based on borrower characteristics, geography, or other factors.
  • A variety of instant and automated valuation technology.
  • Dynamic rule sets and system checks that can be provided to each user as determined by their valuation output needs.
  • Immediate access through XML direct data exchange.
  • Staff appraisers, reviewers, and real estate analysts are centrally located.
  • Well defined valuation processes for completing desktop assignments.
  • Account specific appraisal coordinators apply realistic vendor management techniques.
  • Everest Land (EL) has trained specialists in handling appraisal disputes, complex issues, and technical support.
The valuations you need - delivered to your exact specifications.


     Everest Land Valuation Services fulfills the needs of home equity lenders who desire a complete portfolio of equity collateral verification products and services. State-of-the-art interfaces with the leading data providers and centralized valuation processes provide lenders with easy, one-stop access and the widest availability to a variety of dynamic valuation solutions.

     Since there are numerous ways to determine the value of residential property, Everest Land Valuation Services incorporates a diverse product line designed to satisfy each lender?s appraisal needs.

 


Assessment Based Valuation Models:

     A starting point in the valuation line, the Tax Valuation Report allows users to reduce overall costs when the lending decision is supported by credit worthiness and well-defined risk guidelines.

Tax Appraised Valued (TAV)  This report shows assessor valuation for the subject property and relies on market analysis and the valuation practices of local assessment offices.

Online Tax Value  Because county-reported assessed fair market value is conservative, the Everest Land Online Tax Value factors include current county assessment practice, market transfers, and valuation analysis which are reviewed and adjusted on a monthly basis to reflect changing market conditions.

Automated Valuation Models (AVM):

     Typically, if coverage is available with an AVM product, the cost is low and the turnaround time can be immediate. No operator assistance is required. Here?s a sample of several AVMs available from Everest Land.

ValuePoint 4 - ValuePoint 4 uses multiple information resources, updated on a daily basis, to describe the subject property. It is recognized as the ?next generation AVM? and a leading ?blended? AVM model application.  Learn more.

Freddie Mac Home Value Explorer (HVE) - Freddie Mac HVE is known for its lower cost, faster turnaround, and national coverage. No other AVM covers as many states, Metropolitan Statistical Areas (MSA), or non-disclosure market areas. HVE provides a best choice method along with confidence score ratings and recent sales information.  Learn more.

Basis 100 Solimar PASS - PASS is the Basis 100 flagship valuation product; an online, real-time automated property valuation service designed for all aspects of residential lending that require an understanding of the underlying collateral value.  Learn more.


Desk-Enhanced Valuation Reports:

     When market coverage for AVM products is limited or hit rates are unsatisfactory, a Desk-Enhanced Valuation Report ? incorporating the experience and skill of one of the EL professional real estate analysts ? is the next step in the progression.

Equity Valuation Report - Online data sources and public data are used to gather information about sales history, trend analysis, and the assessed fair market value. An Equity Valuation Specialist reviews and reconciles the market data with the owner?s opinion.

Collateral Assessment Report (CAR) - The Collateral Assessment Report provides desk review processes and real property analysis outcomes. Online data sources and public data are used to gather this information. If the values reported appear logical and meet the test of appropriateness and adequacy, no further upgrade or fee appraisal service may be required.

Everest Land Real Estate Appraisal Network:

     On those occasions when the automated and desk-enhanced phases of the cascade do not deliver the required information, professional on-site real estate appraisal - either a Drive-By Appraisal of property exteriors or an Interior Appraisal - may be required. Everest Land can handle all appraisal operations including ordering, delivery, billing, and quality control review.


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