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Start with the property question in front of you.

Routing brief

What to include

  • Property Condition Assessment question or decision point
  • Current timing window: Due diligence, refinance, and capital planning
  • Property type, location, basis, entity, or advisor team context
  • Records already available or still missing
  • What condition issues could affect price, loan terms, reserves, or tax planning?
  • Are immediate repairs and future capital needs clearly separated?

This intake is pre-routed to Property Condition Assessment. Share enough context for Jamie to decide whether the first move is a quick fit screen, document checklist, CPA handoff, or deeper planning review.

Contextual service intake

Property Condition Assessment inquiry

You are in the Property Condition Assessment lane. Share the facts that control timing, records, and advisor handoff.

You are in the Property Condition Assessment lane. Share the facts that control timing, records, and advisor handoff.

Routed from Property Condition AssessmentValuation & Appeals
Planning window
Due diligence, refinance, and capital planning
Likely output
Condition assessment and repair-priority summary

Include dates, records, entities, CPA/advisor context, and what decision needs to be made next.

A focused note helps the first reply start with timing, records, and the right advisor handoff.