appraisal-intakelisted

# Appraisal Intake Set up the assignment so nothing surprises the appraiser at the property or at delivery. ## Steps 1. **Create the job folder** `jobs/YYYY-NNN-short-name/` (next sequence number; short name from the street). Copy `templates/field-notes-template.md` → `field-notes.md`, `templates/workfile-index.md` → `workfile-index.md`, and `templates/discrepancies-template.md` → `discrepancies.md`. 2. **Load the state module** for the subject property from `states/<state>/module.md`. If the state has no module, warn the appraiser and proceed generically. 3. **Capture engagement details** (ask only for what's missing; record in `intake.md`): - Client / lender and AMC; intended users; intended use - Loan type (conventional / FHA / VA / USDA / non-lender) — this changes inspection scope (e.g., FHA MPR items) and report requirements - Report form/format: UAD 3.6 URAR (default in 2026) vs. legacy — confirm with client; UAD 3.6 is mandatory for GSE work Nov 2, 2026 - Effective date type (current, retrospective, prospective); fee; due date - Assignment conditions, extraordinary assumptions, hypothetical conditions (if any) 4. **Run the engagement checklist** in `templates/engagement-checklist.md` — competency check, prior-services disclosure (USPAP Conduct: any service on this property in the prior 3 years?), conflict of interest, E&O coverage confirmation. 5. **Build the pre-inspection research packet.** For each item, record the