Understanding Uniform Appraisal Review Rules

This document helps you understand which UARR rules are being run, as well as how to read the report that contains the errors or warnings that were found.

Document 4800  ¦  Last updated:  03/26/2015 MJY

Uniform Appraisal Review Rules (UARR) are a flexible set of rules that help appraisers and their clients ensure consistent appraisal quality without the need for revision requests and delays.

The UARR rules that are run on a report vary depending on how the report is being delivered.  That's because each TOTAL Connect Pro partner can customize the rules to help them get the appraisal quality they need.


Rule-Sets

There are three fundamental "rule-sets" that can be run on any report during the Errors & Omissions review or delivery:

  • Core UARR rules:  These rules will help eliminate basic report errors including missing info, calculation errors, and data-entry errors.  These are the rules that are used for the "Errors & Omissions" review available to all WinTOTAL and TOTAL users.  These rules can be customized by each TOTAL Connect Pro partner, so their "severity" (see below) can change depending on who ordered the appraisal.
  • UAD rules:  These are rules that will point out any errors relating to the GSEs' Uniform Appraisal Dataset.  These rules will only change when the GSEs make changes to the UAD.
  • Client and product-specific rules:  These rules are specific to each TOTAL Connect Pro plugin.  They're customized by the TOTAL Connect Pro partner, and may change at any time.

Severity

Depending on a number of factors, one or all of these rule‑sets might be run on the data of the report.  The severity of each rule is determined by the preferences of the TOTAL Connect Pro partner, and the results are displayed as follows:

Warnings:
Display icons: ( warning flag ) or ( warning )
These items should be reviewed before final delivery, but the report can be successfully delivered without making changes.
Errors:
Display icons: ( error flag ) or ( error )
These are items that must be addressed before the report can be successfully delivered.

When These Rules Are Used

When an appraiser runs the Errors & Omissions review on their report in WinTOTAL or TOTAL, the default, core UARR rule-set is used.  If the report contains the UAD version of the major form, the UAD rule-set is also used.  In TOTAL, if the appraisal was started from an order that came from a client, the rule-set used during the Errors and Omissions review may reflect the client's customizations.

During report delivery, the intended recipient's customized rules might be run.  These customized rules can contain a combination of the core UARR rules and the UAD rules.  The custom rules are updated to reflect the client's preferences every time a plugin is used, and it's this rule‑set that will determine the severity of each rule.  This way, the appraisal meets the client's exact needs before the appraisal leaves the appraiser's desktop.

The client will receive a report that shows any warnings the appraiser saw during delivery.  This way, they'll know up‑front any issues the report may have, and can be confident that any of their custom errors were resolved before the report was delivered.

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