Certified Residential Appraiser Practice Exam

If a client wishes to remain anonymous in an appraisal report, what should the appraiser do?

1. Include the client's information in the report

2. Document the client's identity in the report

3. Omit the client's identity but document it in the workfile

4. Refuse the assignment

The correct answer is: Omit the client's identity but document it in the workfile

When a client requests to remain anonymous in an appraisal report, it is essential for the appraiser to respect the client's wishes while still adhering to professional standards and requirements. Omitting the client's identity from the final report allows the appraiser to maintain confidentiality as requested. However, it is also vital to ensure that there is a record of the client's identity for accountability and compliance purposes. Documenting the client's identity in the workfile serves this purpose. The workfile is a private collection of documents and materials that support the appraisal conclusions and methodologies used throughout the appraisal process. By keeping the client's identity in the workfile while not including it in the report itself, the appraiser balances confidentiality with the need for accurate record-keeping. This approach ensures that the appraiser can still demonstrate compliance with relevant standards if required to do so while fulfilling the client's request for anonymity.