Workfile assembly

Your workfile is the supporting evidence behind a report — the photos, notes, comparable data, and source records that back up your conclusions. It is assembled as you work rather than reconstructed at the end.

Each piece of supporting material you capture during an assignment is collected with the order. Building the workfile continuously turns what is otherwise an end-of-job scramble into something that is simply already done.

USPAP requires appraisers to retain the workfile for a defined period. ValueSwell keeps the workfile with its order so the supporting record stays intact and retrievable. Always confirm the specific retention requirements that apply to your assignments.