Broker Price Opinion Template

Broker Price Opinion Template

The Broker Price Opinion (BPO) form is a tool used to estimate the value of a property based on various factors, including market conditions and comparable sales. It provides real estate professionals with a structured way to assess property worth, assisting lenders, buyers, and sellers in making informed decisions. By analyzing both the subject property and comparable listings, the BPO helps to paint a clear picture of the property's potential market value.

Open Broker Price Opinion Editor Now

The Broker Price Opinion (BPO) form serves as a crucial tool in the real estate industry, particularly for lenders and real estate professionals assessing property values. This comprehensive document captures a variety of essential information about a property, including its address, current market conditions, and the overall economic climate affecting property values. It also details the property’s marketability, providing insights into its competitive position by comparing it to similar listings and sales in the area. The BPO evaluates the subject property's condition and necessary repairs, offering a clear picture of what needs to be done to bring it to marketable standards. Additionally, it outlines the financing options available and the occupancy status, whether the property is occupied or vacant. With sections dedicated to competitive closed sales and listings, the form allows for a thorough analysis of comparable properties, helping to establish a fair market value. By synthesizing all these elements, the BPO form not only aids in determining the property's worth but also guides strategic marketing decisions, making it an indispensable resource in real estate transactions.

Broker Price Opinion Sample

RESIDENTIAL BROKER PRICE OPINION

Loan #

REO #:This BPO is the

PROPERTY ADDRESS:

FIRM NAME:

PHONE NO.

Initial

2nd Opinion

Updated Exterior Only

DATE

SALES REPRESENTATIVE:

 

 

 

BORROWER’S NAME:

 

 

 

 

COMPLETED BY:

 

 

 

 

FAX NO.

 

 

 

 

I.GENERAL MARKET CONDITIONS

Current market condition:

Depressed

Slow

 

Stable

Improving

Employment conditions:

Declining

Stable

 

Increasing

 

Market price of this type property has:

Decreased

 

 

%

in past

 

months

 

Increased

 

 

%

in past

 

months

 

Remained stable

 

 

 

 

 

Estimated percentages of owner vs. tenants in neighborhood:

 

 

% owner occupant

 

There is a

Normal supply

oversupply

shortage of comparable listings in the neighborhood

Approximate number of comparable units for sale in neighborhood:

 

 

 

 

 

No. of competing listings in neighborhood that are REO or Corporate owned:

No. of boarded or blocked-up homes:

Excellent

% tenant

II.SUBJECT MARKETABILITY

Range of values in the neighborhood is $

 

 

 

 

 

to $

 

 

 

 

 

 

 

The subject is an

over improvement

 

 

under improvement

 

Appropriate improvement for the neighborhood.

Normal marketing time in the area is:

 

 

 

 

days.

 

 

 

 

 

 

Are all types of financing available for the property?

Yes

No

If no, explain

 

 

 

Has the property been on the market in the last 12 months?

Yes

No

If yes, $

 

 

list price (include MLS printout)

To the best of your knowledge, why did it not sell?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit Type:

single family detached

 

condo

co-op

 

mobile home

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

single family attached

 

townhouse

modular

 

 

 

 

 

 

If condo or other association exists: Fee $

monthly

annually Current?

Yes

No

Fee delinquent? $

The fee includes:

Association Contact:

Insurance

Name:

Landscape

Pool

Tennis

Other

 

Phone No.:

III. COMPETITIVE CLOSED SALES

ITEM

 

 

SUBJECT

 

COMPARABLE NUMBER 1

 

COMPARABLE NUMBER 2

 

COMPARABLE NUMBER 3

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Proximity to Subject

 

 

 

 

 

 

 

 

 

 

REO/Corp

 

 

 

 

 

 

REO/Corp

 

 

 

 

 

REO/Corp

Sale Price

$

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

$

 

 

 

Price/Gross Living Area

$

 

Sq. Ft.

$

 

Sq. Ft..

 

 

$

 

 

Sq. Ft.

 

 

$

 

 

 

Sq.

 

 

 

 

 

 

 

 

 

 

 

 

Ft.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sale Date &

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Days on Market

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VALUE ADJUSTMENTS

 

DESCRIPTION

 

DESCRIPTION

 

+(-) Adjustment

 

DESCRIPTION

+(-) Adjustment

 

DESCRIPTION

 

+(-) Adjustment

 

 

 

 

 

 

 

 

 

 

 

 

 

Sales or Financing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Concessions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Location (City/Rural)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leasehold/Fee Simple

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Lot Size

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

View

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Design and Appeal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Quality of Construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Year Built

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Condition

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Total

 

Bdms

Baths

 

Total

Bdms

 

Baths

 

 

 

Total

 

Bdms

 

Baths

 

 

Total

Bdms

Baths

 

 

 

Above Grade

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Room Count

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gross Living Area

 

 

 

Sq. Ft.

 

 

Sq. Ft.

 

 

 

 

 

 

Sq. Ft.

 

 

 

 

 

Sq. Ft.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Basement & Finished

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rooms Below Grade

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Functional Utility

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Heating/Cooling

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Energy Efficient Items

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Garage/Carport

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Porches, Patio, Deck

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fireplace(s), etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fence, Pool, etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Net Adj. (total)

 

 

 

 

 

+

-

 

 

$

 

+

-

 

$

 

+

 

 

-

 

$

 

Adjusted Sales Price of

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

$

 

Comparable

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fannie Mae Revised 03/99

 

 

 

 

 

 

 

 

 

 

 

 

Page 1 of 2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REO#

Loan #

IV. MARKETING STRATEGY

As-is

Minimal Lender Required Repairs

V. REPAIRS

Occupancy Status: Occupied

Repaired Most Likely Buyer:

Vacant Unknown

Owner occupant Investor

Itemize ALL repairs needed to bring property from its present “as is” condition to average marketable condition for the neighborhood. Check those repairs you recommend that we perform for most successful marketing of the property.

$

$

$

$

$

$

$

$

$

$

 

 

 

 

GRAND TOTAL FOR ALL REPAIRS $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VI. COMPETITIVE LISTINGS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ITEM

 

 

SUBJECT

COMPARABLE NUMBER 1

COMPARABLE NUMBER. 2

COMPARABLE NUMBER. 3

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Proximity to Subject

 

 

 

 

 

REO/Corp

 

 

 

 

 

REO/Corp

 

 

REO/Corp

List Price

$

 

 

 

 

 

 

$

 

 

 

 

 

 

 

$

 

 

 

 

 

 

$

 

 

Price/Gross Living Area

$

 

Sq.Ft.

$

Sq.Ft.

 

 

 

$

Sq.Ft.

 

 

 

$

Sq.Ft.

 

 

Data and/or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Verification Sources

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VALUE ADJUSTMENTS

 

DESCRIPTION

DESCRIPTION

 

+ (-)Adjustment

DESCRIPTION

 

+(-)Adjustment

DESCRIPTION

+(-)Adjustment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sales or Financing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Concessions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Days on Market and

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date on Market

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Location (City/Rural)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Leasehold/Fee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Simple

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Lot Size

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

View

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Design and Appeal

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Quality of Construction

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Year Built

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Condition

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Above Grade

Total

Bdms

Baths

Total

Bdms

Baths

 

 

 

Total

Bdms

 

Baths

 

Total

Bdms

 

Baths

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Room Count

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gross Living Area

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sq. Ft.

 

Sq. Ft.

 

 

 

Sq. Ft.

 

 

 

Sq. Ft.

 

 

Basement & Finished

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rooms Below Grade

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Functional Utility

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Heating/Cooling

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Energy Efficient Items

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Garage/Carport

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Porches, Patio, Deck

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fireplace(s), etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fence, Pool, etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Net Adj. (total)

 

 

 

 

+

-

 

 

 

$

 

 

+

-

-

 

$

 

 

+

-

 

$

 

 

Adjusted Sales Price

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

$

 

 

 

 

 

 

$

 

 

of Comparable

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VI. THE MARKET VALUE (The value must fall within the indicated value of the Competitive Closed Sales).

Market Value

Suggested List Price

AS IS REPAIRED

30 Quick Sale Value

Last Sale of Subject, Price

Date

COMMENTS (Include specific positives/negatives, special concerns, encroachments, easements, water rights, environmental concerns, flood zones, etc. Attach addendum if additional space is needed.)

Signature:

 

Date:

Fannie Mae Revised 03/99

Page 2 of 2

CMS Publishing Company 1 800 235-1600 [0399]

Different PDF Forms

Key takeaways

  • Accurate completion of the Broker Price Opinion (BPO) form is essential for determining the property's value. Each section must be filled out carefully to reflect the current market conditions.

  • Market conditions should be assessed objectively. Indicate whether the market is depressed, stable, or improving. This helps in understanding the broader economic environment affecting property values.

  • Include details about the property’s marketability. Describe whether the property is over-improved, under-improved, or appropriately improved for the neighborhood.

  • Provide a thorough analysis of comparable properties. This includes sale prices, square footage, and any adjustments made to account for differences in features.

  • Document any necessary repairs. Itemizing repairs helps potential buyers understand the condition of the property and the costs involved in bringing it to marketable condition.

  • Evaluate the competitive listings in the area. This information can guide pricing strategy and marketing efforts.

  • Finally, include any relevant comments about the property. Specific concerns such as environmental issues or easements should be noted, as they can impact the property's value and marketability.