The basic documentation required of every client is extremely simple and can be completed and emailed back to us usually in fewer than five minutes. For each venue for which we appeal on your behalf, we require a fee agreement and an authorization form. Additionally, we may require further documentation depending on the type of evidence that’s required to develop your case.
Owner Occupied Commercial and Industrial Property: This category typically requires an appraisal with the client paying for this upfront cost. However, before we recommend an appraisal, we provide several competing estimates at no charge. We present these estimates to you with a cost-benefit analysis. It is always your decision whether to move forward. We never present any unanticipated fees or costs.
Leased Commercial and Industrial Property and Multi-Unit Apartments: In this category, the typical required documentation includes three years of income and expenses, a rent roll, and executed leases, when available. If vacancy is an issue, we may need photographs of the vacant space, along with documentation of attempts to lease. Depending on the size of the property and the quality of the income stream it generates, we may require an appraisal to support the income analysis developed from your documentation.
For Condominiums and Residential Homes: For many of our clients, the engagement letter and authorization forms are all that we need to file an appeal on your behalf. However, for larger homes and condominiums, or residential properties with unique issues, we often recommend an appraisal. As with any property we represent, we will present you with competing estimates from appraisers, together with a cost-benefit analysis, at no charge. It is always your decision to move forward with this expense. Typically, we won’t recommend an appraisal unless we project savings, after appraisal costs and fees, even if we only get half the relief we’re requesting.