Supervisor/Trainee
Questions
1. Where can I find a list of all North Carolina appraisers?
2. I want to be a supervisor, what are the requirements and what
documentation does the Appraisal Board need from me?
3. When my trainee upgrades do I have to disassociate him/her?
4. Can I get a copy of my previous log and/or application?
5. As a trainee, when must I be associated with my supervisor?
6. What could happen if I as a Registered Trainee do not confirm that I have been associated with my supervisor?
7. When do I submit a log to the Board?
8. As a Registered Trainee may I have more than one supervisor?
9. As a Registered Trainee what type of activities may I count as experience?
10. Do I have to sign the appraisal report to receive experience credit?
11. I am a Real Estate Broker and am applying for my appraiser license. May I receive experience credit for performing CMAs and BPOs?
12. I am a Registered Trainee applying for licensure and on occasion I assist my supervisor performing appraisals and or appraisal reviews in the adjacent state. May I count experience obtained in another jurisdiction?
13. What is the maximum number of hours I may claim for an assignment?
14. May I count drive time as part of my actual hours?
15. How much of the assignment must I perform to claim experience?
16. What constitutes 75% percent of the assignment?
17. Where can I go find out how many hours I must obtain, and the minimum experience time required for each level of credential?
18. Must I use the log form provided by the Board?
19. How often must my supervisor review my experience log?
20. As a Registered Trainee applying to upgrade my license am I only required to provide those assignments on my log that show I have met the requirements for upgrade?
21. Since it is possible for me as a Registered Trainee to have more than one supervisor, how should I capture that information on my experience log?
22. As as applicant to upgrade by appraisal credential, could my log be rejected by the staff and returned to me?
23. My supervisor also supervises another Registered Trainee. Can we both receive experience credit for performing or participating in the same appraisal or appraisal review assignment?
24. I am a Registered Trainee working in a large firm where I have multiple supervisors. May I claim experience credit for assignments that I assist on where the certified appraiser signing the report is not my supervisor?
25. I am a Registered Trainee working in a large firm along with other Registered Trainees where I have multiple supervisors. Can I and another Registered Trainee claim experience credit for the same appraisal or appraisal review assignment?
1. Where can I find a list of all North Carolina
appraisers?
The only place to find this is from the NC Appraisal Board. If you would like to receive a state-wide appraiser register, please send an email to the Board at ncab@ncab.org. In your email, please include the email address you would like it sent to. There is no fee for this service. The register will be sent via email in Excel format within seven to ten business days from our receipt of your order. (back
to top)
2. I want to be a supervisor, what are the requirements
and what documentation does the Appraisal Board need from me?
A supervisor must be Certified Residential or Certified General for at
least three years before taking on a trainee. When the trainee is ready to begin
working for you, fill out the Supervisor Declaration form (found under the
“Forms” link on this website). We’ll only need the date of
association supplied when the trainee begins. The supervisor must take the NC Supervisor/Trainee course before associating a trainee. If you have not taken the course since January 1, 2015, you will need to retake the new NC Supervisor/Trainee course. When the trainee has completed
his/her time with you, you can disassociate him/her using the same form. Just
supply the date of disassociation as we’ll already have the date of
association from the first form you submitted.
To read about the supervision of trainees, refer to our “Rules and
Laws” section of this website. Once you go to “Rules and
Laws,” click on “Board Rules” and scroll down to Section
.0400 – General Appraisal Practice. Click on “.0407 Supervision of
Trainees.” (back to top)
3. When my trainee upgrades do I have to disassociate
him/her?
Yes. The NC Appraisal Board staff does not monitor who upgrades and needs to be
disassociated from whom. It is up to the supervisor to inform the Appraisal
Board when their trainee upgrades (and disassociate them). (back to
top)
4. Can I get a copy of my previous log and/or
application?
The Board staff asks that you make a copy of your application, your log, course completion certificates, and documentation of any type before you send it into us. Keep these copies for your files and for future reference. We can go into our archives and make copies, but we try to keep this at a minimum. The staff works hard to license and regulate the entire state and sometimes we simply do not have the manpower to handle daily operations as well as having personnel make copies. Because of this, we ask as a courtesy to us, that you make and retain copies of documents you send to our office. (back to top)
5. As a trainee, when must I be associated with my supervisor?
Registered Trainee applicants for upgrade to either Licensed or Certified must be under the supervision of a Certified appraiser and they must be associated with a supervisor prior to providing significant real property appraisal assistance. Your supervisor must have been approved by the NCAB prior to the applicant participating in any assignment. It is the Registered Trainee’s responsibility to confirm with the Board that their supervisor declaration has been received and processed by the Board before they begin work.(back to
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6. What could happen if I as a Registered Trainee do not confirm that I have been associated with my supervisor?
You could be in violation of the Board’s Administrative Rules making yourself and your supervisor subject to discipline by the Board.
You could also forfeit any experience credit you obtained that was accumulated while you were not associated with your supervisor leading to denial of your application. (back to
top)
7. When do I submit a log to the Board?
As a Registered Trainee, you will submit your log to the Board with your application to upgrade to Licensed Residential, Certified Residential, or Certified General appraiser. Licensed and Certified Residential applicants that wish to upgrade to a higher credential must also supply a log at the time of their application to upgrade their credential.(back to
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8. As a Registered Trainee may I have more than one supervisor?
Yes. Supervisors are limited in the number of trainees that they may supervise at any one time. Trainees, however, are not restricted to only one or two supervisors if that relationship has been identified and approved by the Board.(back to
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9. As a Registered Trainee what type of activities may I count as experience?
Experience credit is only received for appraisal and appraisal review assignments. Do not request experience credit for valuation services such as measuring homes, photographing homes, and certifying the completion of construction, or certifying that a condition is met for a property unless these tasks are being performed as part of an appraisal assignment or an appraisal review assignment. (back to
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10. Do I have to sign the appraisal report to receive experience credit?
Not necessarily. For a Registered Trainee, licensed appraiser, or certified appraiser to receive experience credit they must have:
Signed the appraisal report, or
the applicant must be identified in the report as providing significant real property appraisal assistance with the assistance provided summarized, and
the appraiser who provided significant assistance should be named in the certification, when applicable*.
*Some appraisal forms such as the FNMA 1004 URAR do not allow for alteration of their pre-printed certification. In those instances, it is sufficient for the assistance to be noted in the report and summarized without the name of the individual providing assistance indicated in the certification.(back to
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11. I am a Real Estate Broker and am applying for my appraiser license. May I receive experience credit for performing CMAs and BPOs?
No. Only assignments completed in accordance with USPAP are acceptable for experience credit.(back to
top)
12. I am a Registered Trainee applying for licensure and on occasion I assist my supervisor performing appraisals and or appraisal reviews in an adjacent state. May I count experience obtained in another jurisdiction?
Yes. You may submit experience performed in another state if that experience is:
Compliant with USPAP
The applicant requesting the experience credit is appropriately registered and or credentialed in the jurisdiction in which the subject property is located.
Performed in compliance with the existing laws and rules applicable in jurisdiction in which the experience was obtained. (back to top)
13. What is the maximum number of hours I may claim for an assignment?
There is no maximum number of hours. You are required to report the actual hours you spent on an appraisal or appraisal review assignment. There is no minimum number of hours that can be claimed for an assignment. Again, you are required to indicate the actual hours spent on an assignment. Your work file must be documented sufficiently to support the number of hours that you claim on each assignment. (back to
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14. May I count drive time as part of my actual hours?
Possibly. Driving from your supervisor’s office to the subject property may count toward your experience hours when that time also allows you to observe and analyze market area trends and characteristics pertinent to the subject assignment. You would not count the time driving long distances to another town, county, or state to observe the subject property or comparable sales. For driving time to count it must be meaningful to your analysis and not just an accumulation of the time you have spent in transit.(back to top)
15. How much of the assignment must I perform to claim experience credit?
You must have performed and or participated in at least 75% of the assignment to claim experience credit. (back to top)
16. What constitutes 75% of the assignment?
75% relates to the trainee performing and or participating in the meaningful portions of the assignment. These are the areas of the assignment that require appraiser competency and are not administrative tasks. An applicant that has participated and or performed 75% of an appraisal or appraisal review assignment at a minimum will be recognized as having performed significant real property appraisal assistance or sign the appraisal or appraisal review. (back to top)
17. Where can I go to find out how many hours I must obtain, and the minimum experience time required for each level of credential?
That information can be found here: http://www.ncappraisalboard.org/rules/requirements.htm (back to top)
18. Must I use the log form provided by the Board?
You may keep your log in some other format, but the content of the log must be the same as the log sheet provided by the Board.(back to top)
19. How often must my supervisor review my experience log?
You should be able to show that your log was updated at a minimum of every 30 days.(back to
top)
20. As a Registered Trainee applying to upgrade my license am I only required to provide those assignments on my log that show I have met the requirements for upgrade?
All assignments must be logged. Even those assignments where the applicant did not perform at least 75% of the assignment. In those cases where the applicant did not participate/complete at least 75% of the assignment, the applicant should note 0 actual hours claimed. Your log should reflect all your assignments and applicants should provide a log that is current and reflects all assignments performed regardless of if they far exceed the experience hours required for upgrade. Your application will not go forward until a current and complete log is submitted to the Board staff.(back to top)
21. Since it is possible for me as a Registered Trainee to have more than one supervisor, how should I capture that information on my experience log?
Registered Trainee applicants with multiple supervisors should keep multiple logs simultaneously as each supervisor will be required to sign the certification pertaining to the assignments noted on the log sheet.(back to
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22. As an applicant to upgrade my appraisal credential, could my log be rejected by the staff and returned to me?
Yes. Your log may be rejected by the staff for the following:
- Log entries that are not legible.
- Not providing the required attestation signed by the applicant and supervisor
- Reporting the same number of hours for every assignment
- Failing to indicate the complete address of the subject property
- Failing to indicate whether the Registered Trainee was accompanied by the supervisor as part of the inspection
- Failing to indicate which segments of the assignment that the Registered Trainee performed and or participated in
- Claiming experience credit for providing appraisal services not related to an appraisal or appraisal review assignment
- Not meeting the required time requirements or demonstrating the appropriate hours of experience necessary to upgrade
(back to top)
23. My supervisor also supervises another Registered Trainee. Can we both receive experience credit for performing or participating in the same appraisal or appraisal review assignment?
No. Only one Registered Trainee may receive experience credit for an assignment.(back to
top)
24. I am a Registered Trainee working in a large firm where I have multiple supervisors. May I claim experience credit for assignments that I assist on where the certified appraiser signing the report is not my supervisor?
No. At least one of the certified appraisers that sign the report must be associated with the Registered Trainee who is requesting the experience credit.(back to top)
25. I am a Registered Trainee working in a large firm along with other Registered Trainees where I have multiple supervisors. Can I and another Registered Trainee claim experience credit for the same appraisal or appraisal review assignment?
No. Only one Registered Trainee may receive experience credit for an assignment.(back to top) |