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A new Scope of Work may require a better, modernized analysis – Intelligence Appraisal. Intelligence Appraisal (IA) combines AI with human intelligence, built on the science of valuation.

The new UAD reports enable and even require a new appraisal development competence.

Editor’s Note: This is a part of a series on Appraisal Intelligence. Read the entire series here.

Scope of Work, simply put, means the appraiser must:  1) Identify the problem; and 2) Determine the solution.  (Non-appraiser valuers of course do not need to do any of this.)

Appraisers have been taught there are four “topic areas” of Scope.

  • Property identification
  • Property inspection
  • Type and extent of data researched
  • Type and extent of analyses applied

Traditional appraisal education does not make clear whether ‘scope’ is a plan or intention to a solution.  Or, if ‘scope’ addresses “what was done and what was not done.”  [The Appraisal of Real Estate.]  Some of this is because a specific “Scope of Reporting” does not exist in current appraisal theory or standards.  Only be credible, sufficient, appropriate, and not misleading.  (A topic for a coming blog.)

In USPAP, the problem identification part includes:  client/users, use, value definition, date, subject and features, and any assignment conditions.  Scope of Work “acceptability” means the appraiser must meet users’ expectations!  And to do what other appraisers would do (right or wrong).  The only test of all this is that the work be credible – “worthy of belief” — right or wrong.  Oh yeah – and don’t be biased …

Evidence Based Valuation (EBV) + AI is IA (Intelligence Appraisal)©.  Intelligence Valuation (IV)© requires more. IA/IV is modernization of the analysis itself. (Not its reporting, or data-field modernization.)

Currently, the UAD 3.6 and MISMO are user decreed requirements, from the GSEs, and third-party stakeholders.  They do not define appraisal practice, or valuation models/algorithms.  (Our professional appraiser organizations were not able to take the lead on this “data science innovation technology”.

IA, Intelligence Appraisal, combines the best of human expert intelligence with AI, using fundamental principles of data science.  We call this EBV©, or Evidence Based Valuation, as taught in Valuemetrics.info education, and supported by the CAA (Community of Asset Analysts).  Valuation Intelligence - The Conference 2026 A joint Conference of the Community of Asset Analysts & the American Valuation Society. May 13, 14, 15, 2026 in Irving, TX

  • Evidence – because all available evidence data is specifically and objectively identified.
  • Based – because the data applied is optimized, minimizing analytic bias and variation.
  • Valuation – because it is just the base for additional appraiser products and services.

EBV Scope of Work places a cost/benefit measure on property inspection and identification.  Breadth, detail, and emphasis of work-scope go beyond just a point value.  EBV enables a direct reliability score on individual valuations of any kind.  It is Analysis Applied with today’s process technology!

EBV provides exact parameterization, data framing, enumeration, and summarization of data considered, information defined, predictives selected, and results conveyed.

More briefly, Intelligence Appraisal adds the benefit of AI (speed, completeness, and responsiveness) to the experience, training, and local familiarity of the human analyst.

IA© Maximizes results.  Scope of Reporting integrates Stats and Graphs in a meaningful way.  Visual methods and simple summary statistics build on expert experience, and enable users to measure risk in an understandable and measurable way.  Risk and reliability realization.

We don’t “compare comps.”  We measure markets. Valuemetrics.info and the Community of Asset Analysts.