Assignment Information

The Assignment Information section provides information about the entities involved in the appraisal, and work completed by the appraiser and other parties. The section provides space for commentary and exhibits.

The Assignment Information section provides information about the entities involved in the appraisal, and work completed by the appraiser and other parties. This section provides space for additional commentary and exhibits.

Assignment Reason#

Assignment Information: General Information - Assignment Reason

Borrower, Seller, and Current Owner#

Borrowers, sellers, and current owners may be individuals or legal entities.

Assignment Information: General Information - Borrower, Seller, and Current Owner

Current Owner of Public Record#

There must be at least one instance of Current Owner of Public Record - PartyRoleType = "PropertyOwner".

The XML formation and applicable rows in the UAD Specification will vary depending on whether the Current Owner of Public Record:

A. Matches the Borrower Name, such as for some refinance transactions, or B. Matches the Seller Name, or C. Does not match the Borrower and/or Seller Name

For A and B, the vendor should send multiple ROLEs for the PARTY instead of repeating the PropertyOwner instance of PARTY with the exact same information. Reference the PARTY Element and ROLE Element sections for more information.

Assignment Information: General Information - Current Owner of Public Record

Property Valuation Method and Property Data Report#

Assignment Information: General Information - Property Valuation Method and Property Data Report

Appraiser Fee and AMC Fee#

Appraiser Fee and AMC Fee, if provided, are each a type-value pair in the XML that is included in the corresponding instance of PARTY:

• Appraiser Fee, if provided, is included in the instance with PartyRoleType (UID: 2400.0056, FID: Not on report) = "Appraiser", as described in the Appraiser and Supervisory Appraiser subsection in this chapter (2.017-2.131).
• AMC Fee, if provided, is included in the instance with the AMC, as described in the [Role]/[Role] subsection in this chapter (2.032-2.046).
  • PartyRoleType (UID: 2400.0300, FID: 2.010) = "ManagementCompany" if the AMC is not the client.
  • PartyRoleType (UID: 2400.0017, FID: 2.011) = "ManagementCompany" if the AMC is the client.

Assignment Information: General Information

Example of Appraiser Fee and AMC Fee

Figure 2 - 1

Government Agency Appraisals and Special Identification#

Assignment Information: General Information - Government Agency Appraisals and Special Identification

Contact Information#

The Contact Information subsection includes information about the people and/or companies ("contacts") that are pertinent to the appraisal, including:

• Clients, including lenders, AMCs, and other parties ([Role]/[Role] subsection)
• Appraiser and supervisory appraiser, if applicable (Appraiser/Supervisory Appraiser subsection)
• Person(s) providing significant real property appraisal assistance (Significant Real Property Appraisal Assistance subsection)
• Entity providing a property data report (Property Data Report subsection)

Every contact has one or more roles (PartyRoleType). PartyRoleType determines which of the subsections the contact appears in.

[Role]/[Role]#

This portion of Contact Information shows details about the lender, client, and/or AMC. It repeats for each lender, client, and/or AMC on the report (each instance of PARTY).

A PARTY can have more than one PartyRoleType, which impacts the report display and the XML creation. This table provides some typical examples.

[Role]/[Role] - Examples

Example showing Client/Lender and AMC

In this example, credentials (licensing information) are reported for the AMC. (Figure 2 - 2)

Figure 2 - 2

Although the information is similar for clients and non-clients, the data points are different and clients require an additional PartyRoleType, therefore they are split out in this document.

Client#

Company name and address is reported for clients, and credentials (license information) are reported for AMCs when applicable (when required by the jurisdiction in which the subject property is located).

• Clients must have an additional PartyRoleType (UID: 2400.0017, FID: 2.011) to identify the type of client.

Assignment Information: Contact Information - [Role]/[Role] - Client

When a given PARTY plays multiple roles (e.g., Lender is also the Client), then both roles must be identified in the same instance of the PARTY container via multiple occurrences of the ROLE container, and the specific role played by the party is captured in ROLE/ROLE_DETAIL/PartyRoleType.

• When Lender is also the Client, the instance of the PARTY container representing Lender must have two instances of the ROLE container. One of the instances must identify ROLE/ROLE_DETAIL/PartyRoleType as "Lender", the second instance must identify ROLE/ROLE_DETAIL/PartyRoleType as "Client". Similarly, when AMC is the Client, or Attorney is the Client, the PARTY container must include two instances of ROLE container. The snippet provided below depicts a PARTY container where Lender is also the Client.

When Lender/AMC is Not the Client#

• Deliver the appraisal management company information if an appraisal management company exists but is not the client. (Figure 2 - 3)

Figure 2 - 3

• Deliver the lender information if a lender exists but is not the client. (Figure 2 - 4)

Figure 2 - 4

• Deliver the property data collector information if a property data report is used. (Figure 2 - 5)

Figure 2 - 5

Assignment Information: Contact Information - [Role]/[Role] - Non-Clients

Appraiser and Supervisory Appraiser#

This portion of Contact Information shows details about the Appraiser and Supervisory Appraiser (if any).

• The Appraiser displays first, followed by the Supervisory Appraiser (if any).
• Although the report is very similar for appraisers and supervisors, the datapoints are different, and therefore they are split out in this document.

Appraiser#

Information about the Appraiser displays based on PartyRoleType (UID: 2400.0056, FID: Not on report) = "Appraiser", and always displays.

Assignment Information: Contact Information - Appraiser

Supervisory Appraiser#

Information about the Supervisory Appraiser displays based on PartyRoleType (UID: 2200.0085, FID: Not on report) = "AppraiserSupervisor". If there is no Supervisory Appraiser, the subsection does not display.

Assignment Information: Contact Information - Supervisory Appraiser

See Assignment - Arcrole Relationship section for an example, with an appraiser and a supervisory appraiser.

Significant Real Property Appraisal Assistance#

The Significant Real Property Appraisal Assistance subsection displays when there are one or more contacts with PartyRoleType (UID: 2400.0412, FID: Not on report) = "SignificantRealPropertyAppraisalAssistance".

• If there are multiple contacts who provided significant real property appraisal assistance, the subsection repeats for each one.
• If there are no contacts who provided significant real property appraisal assistance, the subsection does not display.

Notes:

• To easily find data points in the UAD Specification, search for "Significant Real Property Appraisal Assistance" under the "Additional Context" column.
• Significant Real Property Appraisal Assistance also drives the display of the following in the Certifications and Scope of Work section.
  • Which version of 28.041 is displayed depends on whether or not there is significant real property appraisal assistance.
  • Name (2.047) also displays in 28.042.

Assignment Information: Contact Information - Significant Real Property Appraisal Assistance

Property Data Report#

The Property Data Report subsection displays when PropertyDataReportIndicator (UID: 1000.0043, FID: 2.005) = "true".

Notes:

• If PropertyDataReportIndicator (UID: 1000.0043, FID: 2.005) = "true", there must be a contact with PartyRoleType (UID: 2400.0300, FID: Not on report) = "PropertyDataCollector", as the Property Data Collector is the person who completed the Property Data Report.
• Inspection information for this subsection uses containment instead of an arcrole.

Assignment Information: Contact Information - Property Data Report

Property Data Collector#

Assignment Information and Scope of Work Commentary#

The Assignment Information and Scope of Work Commentary subsection displays only when comments are provided. Any commentary must use ValuationCommentText (UID: 0100.0044, FID: 2.061) and ValuationAnalysisCategoryType (UID: 0100.0045, FID: 2.061) = "Assignment".

Assignment Information Exhibits#

The Assignment Information Exhibits subsection displays when images are provided. All text displays above the image in bold font.

• Any images included must be delivered using ImageCategoryType (UID: 1400.0638, FID: 2.062.1) = "AssignmentExhibit".
• If provided, an image caption is included using ImageCaptionCommentDescription (UID: 1400.0640, FID: 2.062.2).

Assignment - Arcrole Relationships#

Arcrole relationships, establishes "relationships" or linkages in the XML data file that may be visually obvious on the URAR Report. In the XML data, specific instances of data points or containers must be connected to properly represent the information.

• Containers or datapoints to be linked are identified using "xlink:label."
• The RELATIONSHIP container holds the xlink:arcrole, xlink:from, and xlink:to attributes that describe the data relationships.

INSPECTION to ROLE Appraiser/AppraiserSupervisor Performing the Subject Property Inspection.#

Provide one RELATIONSHIP container for each appraiser-related role (provided in the data set) joining the INSPECTION container to the PARTY container.

Appraiser Role#

Appraiser Supervisor Role#

In this example, an appraiser and a supervisory appraiser are represented in the XML and displayed on the report.

Refer to the Arcrole/Data Relationships section in the MISMO XML Version 3.6 chapter for additional information.