New reportOverview 1
Create a new report and set the basic file details.
Quick start
Set up the tools, watch the overview, then follow the appraisal workflow.
This page gives new users the shortest path into ezFormsPro: install the Chrome helper extension, learn the four-screen overview, then use the same progress checklist sequence available inside the report editor.
Overview: four basic moves
These are the short orientation videos for creating a file, bringing in comparable data, reviewing comparable details, and finishing the report.
Comparable spreadsheet and basicsOverview 2
Bring in comparable data and enter the first layer of report information.
Comparable details pageOverview 3
Review and refine the individual comparable property details.
Finish reportOverview 4
Finalize and polish the report for delivery.
Assistant steps to complete an appraisal
This mirrors the Progress Checklist in the little side menu inside a report. The video buttons open the same training links used there.
1
Create a new file
Start the appraisal file from the dashboard and confirm the basic order details.
Checklist step
2
Send Invoice
Prepare the billing record and send the invoice when the order is ready.
Checklist step
3
Download CRS TAX data
Collect tax source data for the subject property.
Step 3 video4
Download MLS data
Collect MLS data needed for the subject and comparable search.
5
Download Redfin Data
Capture Redfin data that may help with market and comparable context.
6
MLS Comps CSV -> ezForms
Move comparable CSV data into ezFormsPro for analysis and report population.
7
Research Zoning
Document zoning research before completing the relevant report fields.
8
Research Purchase Contract
Review contract data and pull the details needed for the assignment.
9
Do Aerial View Pic
Capture the aerial view image needed for the report workfile and exhibits.
10
Do FloodMaps Pic
Capture the flood map image for the report and supporting files.
11
Fill in Page 1+
Complete the core report fields before inspection uploads and final analysis.
12
Schedule Inspection
Set the inspection appointment and keep the report progress aligned.
Checklist step
13
Upload Inspection PDF
Add the inspection output to the report workfile.
14
Select Comps and Finish Report
Finalize comparable selection, complete review, and prepare the final report package.
Checklist step