Built disseminates information from the Subdivision level, which means that adding, updating, or deleting an appraisal also occurs at the Subdivision level. This centralization also makes adding, updating, and deleting appraisal information more efficient for the lifetime of the agreement, preventing you from having to update each individual unit when this information changes. 
 

Table of contents

Add an appraisal
Update an appraisal
Delete an appraisal
Troubleshooting
 

Add an appraisal

You may not receive an appraisal until after adding plans to a subdivision . If you have the appraisal at the time of adding plans, you can add the appraisal when adding a plan. Otherwise, the user can follow these steps to add the appraisal to an existing plan.

1. On the Overview page, click the Subdivisions tab.
2. Find the subdivision to which you want to add an appraisal and click the in-line Edit icon. 

3. Click the Appraisals tab.
4. Depending on whether you are creating a lot or plan appraisal, click Create Master Plot Appraisal or Create Master Plan Appraisal.  
5. Enter all available information in the pop-up.
6. Click Save.

 

Update an appraisal

Follow these steps to update an appraisal.

1. On the Overview page, click the Subdivisions tab.
2. Find the subdivision for which you want to update an appraisal and click the in-line Edit icon.

3. Click the Appraisals tab.
4. Find the appraisal to update and click the in-line Edit icon.​​​​​​​
5. Update the relevant information for the appraisal.
6. Click Update.

 

Delete an appraisal

Follow these steps to delete an appraisal.
 

1. On the Overview page, click the Subdivisions tab.
2. Find the subdivision for which you want to delete an appraisal and click the in-line Edit icon.

3. Click Delete Appraisal.​​​​​​​
4. Confirm deletion by clicking Delete Appraisal in the Delete Appraisal pop-up.

 

Troubleshooting

Unable to delete an appraisal

If you see a warning about being unable to delete an appraisal due to it being used on a collateral unit but none of the active collateral units are relevant, there may be an archived piece of collateral still using the appraisal. Use the following steps to check.
 

1. In the Collateral Grid, click Filters.

2. Click Collateral Status to expand the menu.

3. Select Select All.
4. Check the returned units for the associated appraisal.
5. Delete the appraisal from those units.

Once you've run through the above troubleshooting steps, you can try deleting the appraisal again.