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01
Company
Corporate identity and ownership.
| Item | Detail | Format | Status |
|---|---|---|---|
| Legal name | Avisso Appraisal Management Company | Text | Supported |
| Headquarters | San Clemente, California | Text | Supported |
| Ownership and structure | Appraiser-founded. Ownership detail [DOCUMENT NEEDED] | Text | To confirm |
| Leadership | Alex Frank, owner and appraiser | Page | Supported |
| Years in operation | Established 2011 | Text | Supported |
02
Registration
AMC registrations by state.
| Item | Detail | Format | Status |
|---|---|---|---|
| California AMC registration | AMC No. 1533. Expiry date [DATE NEEDED] | Certificate | [DOCUMENT NEEDED] |
| Other state registrations | Arizona AMC-2012078; Nevada AMC.0001239; Florida MC236; Indiana AMC2500002 | Table | Supported |
| AMC National Registry (ASC) | Registry listing link [DOCUMENT NEEDED] | Link | To confirm |
03
Risk and compliance
Policies that govern the work.
| Item | Detail | Format | Status |
|---|---|---|---|
| Appraiser independence policy | AIR, Dodd-Frank §1472, selection and communication rules | ||
| Quality-control policy | Review scope, reviewer credentials, sampling, sign-off | ||
| Reconsideration of value procedure | Evidence-based ROV handling | PDF / page | Page live |
| Privacy and information security overview | Borrower NPI, access controls, vendor systems | [INTEGRATION TO CONFIRM] | |
| Complaint and dispute handling |
04
Documents
Standard vendor-file attachments.
| Item | Detail | Format | Status |
|---|---|---|---|
| W-9 | Current tax year | [DOCUMENT NEEDED] | |
| Certificate of insurance — E&O | Carrier, limits, expiry | [DOCUMENT NEEDED] | |
| Certificate of insurance — general liability | Carrier, limits, expiry | [DOCUMENT NEEDED] | |
| Cyber liability | Carrier, limits, expiry | [DOCUMENT NEEDED] | |
| Approved-vendor questionnaire responses | Standard responses to common lender questionnaires |
05
Operations
How the service runs.
| Item | Detail | Format | Status |
|---|---|---|---|
| Coverage and product availability | States, products, complex-property tiers | Page | Page live |
| UAD 3.6 readiness | Updated reporting standard and redesigned report | Page | |
| Business continuity | Continuity and incident response summary | [DOCUMENT NEEDED] | |
| Escalation contacts | Named roles and direct lines | Text | |
| Systems and integrations | Portal, LOS and delivery connections | Text | [INTEGRATION TO CONFIRM] |
06
Legal
Terms that govern the relationship.
| Item | Detail | Format | Status |
|---|---|---|---|
| Master services agreement template | [LEGAL CONTENT NEEDED] | [LEGAL CONTENT NEEDED] | |
| Privacy policy | [LEGAL CONTENT NEEDED] | Page | [LEGAL CONTENT NEEDED] |
| Accessibility statement | [LEGAL CONTENT NEEDED] | Page | [LEGAL CONTENT NEEDED] |
Pages referenced above
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