Coordinate Appraisal Scheduling: scope and evidence
Coordinate Appraisal Scheduling starts with a written boundary. Name the loan, the source, the owner, the evidence, and the point where the work must stop. A clear rule keeps coordination separate from lending and credit decisions.
The main risk is that an appraisal can be delayed by missing access or an unconfirmed contact. Record the source and time before changing a status.
Capture the evidence
A usable record includes loan, property, appraiser, order date, access, contact, and status. Keep the source beside the record so another reviewer can reconstruct what happened.
The processing lead confirms the decision or exception. The coordinator can confirm access, coordinate the appointment, and route valuation questions, but should not fill a gap with an assumption.
Separate preparation from judgment
Decisions about appraisal and lending decisions remain with the authorized owner. Use three labels: proceed under the rule, pause for missing evidence, and escalate for a decision.
Run the review
Review scheduling delays, access failures, and reschedules. For example, a tenant is not available for the appraisal. Record what evidence was available and who owned the next step.
Pilot one workflow
Start with one loan type. Test the checklist on a small batch and review exceptions with the owner.
Use the related service scope and pipeline guide for context. Review CFPB mortgage guidance before changing a workflow.