Can a client share their notes regarding an oral appraisal report with another appraiser?

The correct answer asserts that a client can share their notes regarding an oral appraisal report with another appraiser, but this sharing does not automatically make the second appraiser an intended user.

In the context of USPAP (Uniform Standards of Professional Appraisal Practice), the term "intended user" refers specifically to those individuals or entities that the appraiser is aware will rely on the appraisal for a specific purpose. When a client chooses to share their notes, it does not inherently grant the second appraiser the status of an intended user. This is a key distinction because being an intended user involves certain rights and responsibilities, particularly in terms of expectations of confidentiality and the purpose of the appraisal.

The value here lies in understanding the nuances of client-appraiser relationships and how information can be shared while maintaining compliance with USPAP standards. Sharing notes may facilitate discussion or clarify aspects of the appraisal, but without direct engagement or authorization from the original appraiser regarding the intended use of the second appraiser, the latter does not gain those rights simply through access to notes.