Red notes identify primary difference between Evaluations and Appraisals.

To order an evaluation, do the following:

1. Log into RIMS to begin the process and choose Service Request – New Service Request (same as you would ordering an appraisal).
   
2. Choose the Account Officer (same as appraisal process).
   
3. Choose Evaluation and click Next.
   
4. Enter desired delivery date, transaction information, and property type.  
   • Note: that Project Name is how the data will be pulled for permanent filing so please ensure this is the name in which the loan will close - same as an appraisal request). 
5. Click Save & Continue.
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6. Enter Subject Property Information (same process as appraisal) and click Save & Continue.
   
7. Complete Order – You may need to enter in Comments or it will not send (required field) then Save Details.  Once this has been completed you click Send Selected Services.
   
8. Once Send Selected Services has been chose, not you go from Draft to actual Project #.
   
9. You may enter in the last three digits of this project # to begin the bidding process.
   
10. The first Project to populate is the one just entered.
    
11. Click on Project Number. 
    • Note: these steps are the same as the appraisal process.
12. When you open the project page note, the Task (bottom of screen) says EVAL which identifies that you are acquiring an Evaluation!
    
13. Click small arrow to left of word External and choose RFP Manager (same as appraisal process).
    
14. Choose Evaluation - Commercial.
    
15. Bid out same as you would an appraisal.
    
    
    Note: Evaluations don't have various formats and as such either a form or narrative format is reasonable. This is for an evaluation so type is Other and description will be Evaluation. 
    All Evaluations require an Interior inspection - any exceptions will need to be made with the Real Estate Analyst prior to beginning the assignment.
    
    Always acquire the Market Value AS IS - you may acquirre additional scennarios, but As Is is a must. The property interest appraised will typically be Fee Simple; however, in this case it's an apartment complex (everything is leased) and as such Leased Fee Estate is appropriate here.
    
    When all entries have been made, click Save RFP.
    
16. Enter the fee for the Evaluation.
    • For Evaluations choose Matt Turner (Evaluation Specialist) or an Appraiser; however, Turner has provided us set fees below. 
    • Matt Turner - True Valuation USA
      • Set Fees: 
        • $650 Standard Evaluations - 10 Calendar Days
        • $550 Commercial Land (may charge less for Agriculture Land and Residential Land.
      • Note: All fees are the same; location not a factor. (FL, GA, and AL)
      • Once you have entered the Fee, look at the bottom of the page and hit Select/Edit Recipients (now you're going to choose TrueValuation USA).
        
17. Once you click Select/Edit Recipients you will see TrueValuation USA’s Matt Turner.  Note by his name is says in caps EVALUATIONS ONLY.
    
18. Once you’ve selected Matt Turner, click Select (same as you would an appraiser) and your screen should populate like below:
    
    Now you can click Direct Award and the assignment will go directly to them to begin.