Report Production Terms

Version dated September 7, 2026. Plain-language terms for report-production help between appraisers.

1. What these terms cover

These terms apply to Appraisal Partners of Texas, Inc., operating the Appraisal Partners Production Desk (“we”), when we provide a free trial or report-production assistance to an independent signing appraiser. They do not change or replace your engagement with your client.

This is the only agreement we ask you to sign. It carries the mutual confidentiality obligations that would otherwise sit in a separate non-disclosure agreement, so a separate confidentiality agreement is not required to work with us.

2. One free trial, scopes, and prices

One free trial. A qualifying appraiser or firm may receive one free trial, subject to scope and capacity. The trial uses a closed prior assignment you are authorized to share. It is for your internal comparison and evaluation only. It is not a live client order, carries no committed live deadline, and may not be relied on by or delivered to a client.

For a closed prior assignment, you must have actual authority and client permission to share the materials. Redaction alone does not create that permission. Do not upload the finished prior report with the opening intake materials unless we say it is needed to establish scope, permission, or the requested comparison. If a comparison is wanted, we can request that report after the trial work is returned.

A free-trial approval does not commit either side to a later live report. It includes only the scope approved for that trial, together with the revision handling described in section 6. Any additional work or added scope is by separate written agreement.

The following amounts are report-production fees paid to us by the signing appraiser. They are separate from the appraisal fee you charge or receive for the assignment. We do not quote or bill your client, AMC, lender, borrower, or other end user. These are the actual rates for the defined standard live-report scopes, not introductory rates. The accepted order controls the exact scope, delivery format, software compatibility, client requirements, and committed return time.

Your Data & Comps: $89 per report. You supply the completed inspection materials, your comparable selections, supporting data, and direction. We organize the materials, complete the editable report, prepare the agreed support package, run the documented checks, and flag conflicts and open items.

Research & Report: $149 per report. This scope is available only for assignments in markets we have confirmed we can work in, which requires authorized MLS and data access, market competence, and any applicable property-state requirements. Eligibility is confirmed in the written acceptance for each report. It may include authorized MLS and public-record research, comparable candidates, proposed analyses, the editable report, and the agreed support package.

The price stated in the written acceptance is fixed for that accepted report. A report outside the defined scope is addressed before work begins, never added after the fact. There is no subscription, minimum order, or long-term agreement; each live report still requires its own written acceptance.

3. Submission, review, and acceptance

Received is not accepted. A submission, attachment, order number, acknowledgement, or request for additional material does not obligate either side. Before approving a trial or accepting a live report, we review permission, completeness, complexity, property-state requirements, licensing and competence, authorized data access, software compatibility, and capacity.

Your website authority attestation and our opening order email may authorize storage-only intake in a Restricted Appraisal Partners Google Workspace Drive folder and Matthew's limited manual review there to decide fit, missing items, or decline. Uploading under that limited authority does not authorize an agent or AI tool to access the packet, any copy or download, or production. Those actions require your written acceptance, confirmed assignment authorization, and the exact provider route disclosed in that acceptance.

An order becomes an accepted report only when we send a written acceptance identifying the scope, price, and committed return time, and you confirm in writing or direct us to begin. If we decline the report or the parties do not agree on those terms, no production fee is due.

A written approval of a free trial confirms only its evaluation scope. It does not turn the trial into a live client order or promise a committed live return time.

4. The work and professional responsibility

We prepare editable appraisal reports and related support under the accepted scope. Depending on that scope, work may include authorized data collection, public-record and MLS research, comparable candidates and proposed analyses, report data and narrative, maps and exhibits, source organization, and consistency and completion checks.

For accepted live work that constitutes significant real property appraisal assistance, you retain Appraisal Partners as your independent subcontractor for that production assistance, and Matthew Roth performs the work under your assignment-specific direction and supervision. Before directing us to begin, you determine that Matthew is qualified for the requested assistance and that the arrangement is permitted by the engagement, client requirements, applicable law, and assignment program.

We do not become the appraiser of record, accept the assignment from your client, inspect the subject, sign or deliver the appraisal, or give your client an opinion of value. This is not employment, a partnership, a co-appraisal, or a supervisor–trainee relationship, and Matthew is not presented as the signing appraiser.

You retain the client and engagement relationship, complete and document the inspection, independently review every report, and accept, change, or reject anything in it. Scope, final comparable selection, final adjustments, analyses, reconciliation, opinion of value, certification, signature, and delivery remain yours. You must independently verify, adopt, revise, or reject the work before signing.

5. Disclosure is not optional

For a live report, when our work constitutes significant real property appraisal assistance, the report's structured assistance fields and certification identify Matthew Roth and accurately describe the work he performed, including that he did not inspect the property. The credential shown must be current and appropriate for the assignment. You authorize that disclosure and agree not to sign or deliver the report without it. You may edit it for accuracy; removing a required disclosure ends our work together.

AI-assisted production. Our production work uses software automation and AI-assisted tools, including in the report writing. Matthew Roth personally reviews every report against its sources before it leaves, and that review is a condition of delivery. This assistance does not change your responsibility for the inspection, the analysis, and the final appraisal judgment, and it does not change the disclosure required by this section. Before a packet leaves storage-only intake or enters production, we confirm with you the exact provider route and its data-use and retention settings.

6. Direction, corrections, and changes

When a client or underwriter revision request comes back on a report we delivered, forward it to us and we handle it. There is no additional production fee and no limit on the number of loops for anything within the report as delivered: corrections to our work, commentary, formatting, and responding to a reviewer regarding the production work we performed. We return it to you the same or next business day with a summary of what changed. If volume ever puts that return time at risk we tell you before it is due, with a revised time, the same commitment a new order gets. A revision request goes to the front of our queue, ahead of new production. We do not sort revisions by fault: a condition that traces to our production work, to information you supplied, or to neither is handled the same way and at no additional fee. We retain the research case behind each report for five years from delivery so a later condition can be answered from the record; this is our production record and does not replace your own workfile obligation. You review it, make every final appraisal decision, and sign. Revisions are handled on reports this desk produced. Send your own direction as one written list; we confirm a return time before beginning that round.

Errors in our report writing, data entry, or other production work are corrected without an additional production fee. Client and underwriter conditions on the report as delivered are covered by the paragraph above: every loop, no additional production fee, no time limit. This does not shift responsibility for your inspection, final appraisal judgment, post-acceptance facts, source information supplied to us, or work outside the accepted scope.

One additional comparable per revision event is included, on either scope. Beyond that, a material new scope gets a new quote and return time before that work begins: a materially new research assignment, a new effective date, new evidence, a new client requirement, ROV work, an additional form or assignment, or accelerated timing. You may accept or decline it.

“Not usable, not billed” has a specific meaning for a paid live report. If the delivered package omits or materially fails to perform an item expressly included in the accepted scope, and we cannot correct that failure through the correction and revision process above, we waive the production fee for that report. It does not cover subjective dissatisfaction, a different professional judgment, a preferred comparable or wording change, an unrelated client condition, missing or inaccurate source material, or work outside the accepted scope.

7. Ownership, client relationships, data, and credentials

You own the report, working file, and delivered support package. We keep a confidential record of our assistance. We do not solicit your clients, resell assignment information, or reuse the work for another customer.

Research uses our own authorized access in the applicable market, or another written arrangement permitted by the data provider. If you give us access to your MLS or other licensed data, you provide it under your own membership as the supervising appraiser, you confirm the provider’s terms allow that use by someone working under your direction, and that permission is your responsibility. We use it only for your accepted work and do not share our own credentials. Before a trial is approved or a live report is accepted, you represent that you reviewed the applicable engagement restrictions and that the client permits both the requested named assistance and the confidential sharing needed to perform it. If permission is prohibited or unclear, do not upload the file; we may request the relevant engagement term or written client authorization before beginning.

8. Delivery, timing, and updates

The accepted order states the delivery format and committed return time. The return-time clock begins only when the required intake checklist items are complete. If information needed for the accepted scope is missing, the clock pauses until it arrives.

If a committed return time appears at risk, we notify you before the deadline with the available options: a revised time, a pause, or cancellation under these terms. An acknowledgement, order update, or status notice is informational only. It does not change the accepted scope, price, or committed return time unless both sides confirm the change in writing.

If the request passes screening, Matt sends the request receipt by email from orders@appraisalpartners.net. Reply to that email when your upload is complete so we know it is ready for review. After we review the packet, the acceptance, one consolidated request for anything missing, or decline comes as a reply in that same order thread. At intake, you may opt in to Email, Text, Email & Text, or status-page-only updates for later reporting milestones. Text or Email & Text requires a mobile number and your separate affirmative consent. These are transactional updates for your trial or order, not marketing. Message and data rates may apply, message frequency varies by order, and you may reply STOP to opt out. Consent to texts is not a condition of purchase. If you opt out, the status page remains available and necessary order communications may be sent by email.

Your email address, mobile number, and notification consent stay in the private order communications and records. They are never placed in the public status-page payload.

9. Credentials, insurance, and ending the relationship

Matthew Roth holds Certified Residential credentials in Texas (#1361115-CR) and Colorado (#CR200002387). Current credential information and, if applicable, evidence of E&O coverage are available on request during onboarding. Any insurance coverage remains subject to the applicable policy's terms, conditions, exclusions, and limits; it is not a warranty of performance.

Either side may end the relationship in writing. Accepted reports remain governed by their accepted terms unless both sides agree otherwise in writing.

10. Responsibility and liability

Each side remains responsible for the work assigned to it. We answer for the accuracy of our data entry and report writing against the information and sources available to us. You remain responsible for independently verifying and adopting the final analyses and conclusions, certification, signature, and obligations to your client and regulator. Our total liability on any order is limited to three times the fee for that order. Neither side is liable to the other for consequential, incidental, or punitive damages or lost profits. Services are provided as described in this agreement and the accepted scope.

11. Confidentiality

Assignment and borrower information remains confidential under the USPAP ETHICS RULE and applicable privacy law. Materials are used only to perform an approved trial or accepted work: no human other than Matthew receives assignment material unless you approve a written change in advance, nothing is sold, and nothing is reused for another customer. The trial approval, accepted order, or onboarding record identifies the software and service providers expected to handle assignment data and their available data-use and retention terms. We do not knowingly place assignment data in public tools or authorize it for training a model used by other customers. Materials beyond our assistance record are deleted on written request, subject to legal and professional recordkeeping obligations.

Confidentiality runs both ways. What we deliver is yours, to use however you want. How we produce it, and what we charge other appraisers, is ours: keep our process, our tooling, and any rate not published on our site inside your firm. That holds for as long as the information is not public.

12. The legal basics

Texas law governs. If a disagreement arises, both sides first discuss it in good faith. Anything unresolved goes to binding arbitration in Collin County, Texas; small claims court remains available where applicable. If one clause fails, the rest remain effective. Where a signed Report Production Agreement exists, that signed document and each written order acceptance govern; this page describes the same arrangement in plain language and does not override it. Otherwise these terms, any written trial approval, the onboarding record, and accepted-order emails form the entire agreement unless replaced in writing.