Podcast: Q&A – Everything You Need to Know About Bank Valuations

Bank valuations are a key part of the property finance process for home owners and investors, so it is crucial to know everything you can about how bank valuations work and what it will take to maximise your opportunity.

Maddie asks Evelyn all of the most important questions on the topic.

Enjoy!

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If you find yourself in this situation, what should you expect, how can you prepare and how do you work out your next move in property finance?

In this episode, Evelyn and Maddie cover all the ins and outs around your fixed rate expiry to help you get ready.

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You Have My Interest provides information and educational content relating to mortgages, finance and property. You Have My Interest‘s content is general in nature and does not take into account the individual financial, legal or tax needs or objectives of its audience members.

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Please find a Podcast summary below with the interview highlights:

Podcast Summary: Types of Property Valuations

Acknowledgement of Country

The episode begins with an acknowledgment of the traditional owners of the land.

Episode Overview

Evelyn and Maddie, mortgage brokers, discuss property valuations, focusing on the different types, how they are conducted, and their relevance in refinancing and property purchases.

Key Topics Covered

1. Types of Valuations

  1. Automated Valuation Model (AVM):
    • Computer-generated estimates based on property data.
    • Commonly used for refinancing, rarely for purchases.
  2. Curbside Valuation:
    • A drive-by or satellite-based external property assessment.
    • Faster turnaround time but less detailed.
  3. Desktop Valuation:
    • Completed by a valuer using property and market data without a physical inspection.
  4. Full/Short-Form Valuation:
    • Detailed inspection by a valuer, including internal and external property conditions.
    • Often required for unique properties or higher-risk applications.

2. Valuation Costs

  • AVMs are typically free.
  • Curbside, desktop, and full valuations are often covered by major banks but may incur costs for specialty lenders or upfront requests.

3. Factors Influencing Valuations

  • Bank vs. Real Estate Agent Valuations:
    • Banks are conservative to minimize risk, focusing on market trends and historical data.
    • Real estate agents often provide higher valuations to attract sellers.
  • Risk Analysis in Valuation Reports:
    • Includes market direction, zoning, environmental factors, and structural risks (e.g., cladding issues).
  • Valuation Differences Across Banks:
    • Each bank orders its own valuations, which cannot be transferred between institutions.
    • Some banks, like CBA, tend to provide higher valuations due to advanced data access.

4. Client Insights

  • Clients are encouraged to request multiple valuations before applying for a loan to maximize equity or cash-out potential.
  • Full valuations are essential for assessing post-renovation value increases.

5. Common Issues

  • Undervalued Properties:
    • If a full valuation comes back lower than an AVM or desktop valuation, the lower figure prevails.
  • Combustible Cladding:
    • Properties with this issue are flagged, requiring rectification for financing approval.

6. Access to Valuation Reports

  • Clients generally cannot directly access full valuation reports as they are owned by the bank.
  • Brokers can share basic details, such as the valuation figure, after redacting sensitive information.

Conclusion

Evelyn and Maddie wrap up by encouraging listeners to reach out with further questions about valuations and property financing. They highlight the importance of understanding valuation types and working with brokers to navigate the process effectively.