Board Information

ATTENTION LICENSEES NEW LAW IN EFFECT JULY 1, 2015

The new law allows the board and department to suspend licenses of persons who

  • submit fines or fees without sufficient funds in their account,
  • fail to meet continuing education or certification requirements as discovered in an audit,
  • fail to comply with a final order of the board, or
  • fail to respond to correspondence concerning these matters.

You are cautioned to notify the board office of your current contact information or risk having correspondence not delivered to you and your license administratively suspended without further notice or hearing. More information may be found on the FAQ tab.

The Board of Real Estate Appraisers makes every effort to include on this website all relevant information pertaining to the licensing and regulation of real estate appraisers and appraisal management companies in Montana.

Contact Information

Board Management:
Sharon Peterson, Executive Officer
Board Management Bureau
Phone: (406) 841-2375
Email:

For information on filing a complaint against a licensee:
Compliance Specialist
Phone: (406) 841-2357
Email:

For information on renewals, license verifications, and name changes:
Phone: (406) 444-6880
Email:

For information on all other applications and licensing:
Phone: (406) 444-5773
Email:

For information on applications and licensing of temporary licenses, appraiser trainees, and mentor endorsements:
Phone: (406) 444-5711
Email:

For information on continuing education:
Phone: (406) 444-5696
Email:

Board Events

Board meetings are usually held several times a year.
Meeting minutes are posted within 3 days of board approval.

In general, Board meetings are open to the public.
There are certain meetings or parts (Screening Panel and Executive Session), which are closed to the public.

Scheduled and Proposed Meetings

Board Members

Board members are appointed by the Governor with Senate confirmation. Members serve 3 year terms with a two term limit per member.

Individual Board Members can be contacted by email at dlibsdrea@mt.gov. In your message please specify which board member you would like to contact. 

For additional contact information and information on board member terms, please visit the Governor’s Office link for Board Members and Councils at http://boards.mt.gov/.

Thomas Stevens, Chairperson, Real Estate Appraiser
Peter Fontana, Vice Chairperson, Real Estate Appraiser
George Simek, Real Estate Appraiser
Timothy Mcginnis, Real Estate Appraiser
George Luther, Real Estate Appraiser
Myles Link, Public Member
Frank "Ed" Schoenen Jr, Public Member

License Information

All non-routine applications are reviewed by the Board at their regularly scheduled board meetings. A COMPLETE application must be received by the Board 15 business days prior to a scheduled board meeting in order to be included on that meeting agenda. “Complete” means a determination by Licensing Staff that the application form is legible and filled out entirely, the fee and accompanying documentation or further requested information has been received, and the QUALIFICATIONS COMPONENT has been met. The qualifications component will include a completed appraisal review prepared by an individual designated by the Board unless the applicant is qualified for a license by reciprocity or is applying for a temporary practice permit or trainee license. Please refer to our website for the board’s meeting dates and reciprocity policy. The schedule of board meetings can be found under the Board Information/Board Meeting tab.

The Board utilizes the Montana Appraisal Review Report form to review all appraisal reports.

 

 

 

 

 

 

Lookup Licensed Individual

Licensee Lookup System

This site is a primary source for verification of license credentials.

The Montana Department of Labor and Industry, Business Standards Division, presents Licensee Lookup information as a service to the public. The Division relies upon information provided by licensees to be true and correct, as required by statute. It is an act of unprofessional conduct for a licensee knowingly to provide erroneous information to the Division.

The Department of Labor and Industry makes no warranty or guarantee concerning the accuracy or reliability of the content of this website. Assessing the accuracy and reliability of information obtained from this website is solely the responsibility of the user. If you have questions regarding information found within this Licensee Lookup website, please contact the specific licensing board directly.

Please note that some disciplinary actions against licensees may not appear immediately on the website. Appeals, effective dates of orders and other administrative processes may delay posting on the website. Please contact the specific licensing board directly if you require discipline information that occurred prior to July 1, 1996.

Download List of Licensees

License Download System

This service allows you to purchase complete lists of individuals, businesses, and contractors licensed with the State of Montana through the Business Standards Division.

Options include:

  • Creating a customized list of licensees by selecting board type, license type, license status, county, etc.;
  • Submitting payment for your list using a credit/debit card or registered user account
  • Downloading your list immediately, and if necessary, retrieving your list within 24-hours of purchase

Certified General Appraiser

The following outlines general licensing information. For specific information on filing an application, you will need to obtain the license application which includes a detailed listing of the requirements.
 
  • Application Fee: All Fees are Non-Refundable:
    $475.00 Application Fee
    $300.00 Upgrading Application Fee
    $40.00 Federal Registry Fee

 

  • General Information: 
    –Illegible and incomplete applications will be returned.
    –Complete and routine applications will be processed within 90 days.
    –Real Estate Appraisers are not permitted to practice in Montana in any manner without an active Montana License at the appropriate level.
    –Please review the Montana laws and rules regarding licensure in Montana.
  • License Requirements: 
    Certified General Appraiser
    –Applicant be of good moral character
    –Successfully completed the Appraiser Qualifications Board –endorsed Uniform State Licensed Real Property Appraiser Examination with a passing score of 75 percent or better.
    –Successfully complete a course of study prescribed by the Board as follows:
    –Basic Appraisal principles - 30 hours
    –Basic Appraisal procedures - 30 hours
    –The 15-hour National USPAP course - 15 hours
    –General Appraiser Market Analysis and highest and best use – 30 hours
    –General Appraiser Site Valuation and Cost Approach – 30 hours
    –General Appraiser Sales Comparison Approach – 30 hours
    –General Appraiser Income Approach – 60 hours
    –General Appraiser Report Writing and Case Studies – 30 hours
    –Statistics, Modeling and Finance – 15 hours
    –Appraisal Subject Matter Electives – 30 hours (May include hours over minimum shown above in other modules)
    *Attention! Distance education (online) may only total up to 50 percent of qualifying education requirements for each level of licensure 
    Total Residential Education Requirements equaling 300 hours AND
    –Must hold a Bachelor’s degree, or higher, from an accredited college or university. The college or university must be a degree-granting institution accredited by the Commission on Colleges, a national or regional accreditation association, or by an accrediting agency that is recognized by the U.S. Secretary of Education.
    –Must have 3,000 hours of appraisal experience obtained over a period of NOT less than 30 months.
    (Hours may be treated as cumulative in order to achieve the necessary 3,000 hours of appraisal experience.) The applicant must have accumulated total of 3,000 hours of appraisal experience of which at least 1,500 hours must be in non-residential appraisal reports with all three approaches to value.

 

  • Exam Information:
    Must have passed the real estate appraisers examination with a score of 75%. 
    *Important! Please do not schedule your examination with Applied Measurement Professionals, Inc. (AMP) until you have received written confirmation from the Board that your qualifying education and experience have been approved, and you are eligible to test.

 

  • Regular Renewal Dates: Feb. 1 - March 31
    Late Renew Online for 45 days until May 15

 

  • Fees: Application or Renewal Fee: $515 /  Renewal Late Fee: $475  / Inactive $265 / Inactive Late $225

 

  • Continuing Education Requirements:
    Upon every other renewal, licensees shall provide evidence to the board of having completed at least 28 hours of instruction in courses or seminars approved by the board, including the 7 hours National USAP update course. Online USPAP courses are NOT approved.

 

  • Other Special License Requirements:
    All information and/or documentation is required at least 45 days in advance of the next scheduled board meeting date. An application will not be reviewed until all materials are received and accepted.

 

  • Out-Of-State Applicants:
    If you hold an Active License in another State ALL requirements apply with the exception of having to provide the Education and Experience logs. If in the application process your application is determined to be nonroutine, you may be asked to submit your preceding 6 (six) months’ Experience Logs.

 

  • A Fingerprint-Background Check is now required for all applicants. Please click on the License Application link for more information.

Licensed Appraiser

To apply for the Licensed Appraiser using the online application please click here.

The following outlines general licensing information. For specific information on filing an application, you will need to obtain the license application which includes a detailed listing of the requirements.

  • Application Fee: All Fees are Non-Refundable:
  • $475.00 Application Fee
  • $40.00 Federal Registry Fee
     
  • General Information:
    • –Illegible and incomplete applications will be returned.
    • –Complete and routine applications will be process within 90 days.
    • –Real Estate Appraisers are not permitted to practice in Montana in any manner without an active Montana License at the appropriate level.
    • –Please review the Montana laws and rules regarding licensure in Montana.

 

  • License Requirements:
    Licensed Real Estate Appraiser
    –Applicant be of good moral character
    –Successfully completed the Appraiser Qualifications Board –endorsed Uniform State Licensed Real Property Appraiser Examination with a passing score of 75 percent or better.
    –Successfully complete a course of study prescribed by the Board as follows:
    –Basic Appraisal principles - 30 hours
    –Basic Appraisal procedures - 30 hours
    –The 15-hour National USPAP course - 15 hours
    –Residential Market Analysis and highest and best use – 15 hours
    –Residential Appraiser Site Valuation and Cost Approach – 15 hours
    –Residential Sales Comparison and Incomes Approaches – 30 hours
    –Residential Report Writing and Case Studies – 15 hours
    *Attention! Distance education (online) may only total up to 50 percent of qualifying education requirements for each level of licensure
    Total Licensure Education Requirements equaling 150 hours AND
    –Must successfully complete 30 semester hours of college-level education, from an accredited college, junior college, community college, or university. The college or university must be a degree-granting institution accredited by the Commission on Colleges, a regional or national accreditation association, or by an accrediting agency that is recognized by the U.S. Secretary of Education. If an accredited college or university accepts the College-Level Examination Program (CLEP) and examination(s) and issues a transcript for the exam, showing its approval, it will be considered as credit for the college course.
    –Must have 2,000 hours of appraisal experience obtained over a period of NOT less than 18 months.

 

  • Examination Information:
    –Must have passed the real estate appraisers examination with a score of 75%
    *Important! Please do not schedule your examination with Applied Measurement Professionals, Inc. (AMP) until you have received written confirmation from the Board that your qualifying education and experience have been approved, and you are eligible to test.
     
  • Renewal Period: Feb. 1 - March 31. Late Renewal Online for 45 days until May 15th.
     
  • Fees: Application or Renewal Fee: $515 /  Renewal Late Fee: $475  / Inactive $265 / Inactive Late $225
  • Continuing Education Requirements:
    Upon every other renewal, licensees shall provide evidence to the board of having completed at least 28 hours of instruction in courses or seminars approved by the board, including the 7 hours National USPAP update course. Online USPAP courses are NOT approved
     
  • Other Special Requirements:
    All information and/or documentation is required at least 45 days in advance of the next scheduled board meeting date. An application will not be reviewed until all materials are received and accepted.
     
  • Out-Of-State Applicants:
    If you hold an Active License in another State ALL requirements apply with the exception of having to provide the Education and Experience logs. If in the application process your application is determined to be nonroutine, you may be asked to submit your preceding 6 (six) months’ Experience Logs.

 

  • A Fingerprint-Background Check is now required for all applicants. Please click on the License Application link for more information.

Certified Residential Appraiser

The following outlines general licensing information. For specific information on filing an application, you will need to obtain the license application which includes a detailed listing of the requirements.

  • Application Fee: All Fees are Non-Refundable:
    $475.00 Application Fee
    $300.00 Upgrading Application Fee
    $40.00 Federal Registry Fee
     
  • General Information:
    –Illegible and incomplete applications will be returned.
    –Complete and routine applications will be processed within 90 days.
    –Real Estate Appraisers are not permitted to practice in Montana in any manner without an active Montana License at the appropriate level.
    –Please review the Montana laws and rules regarding licensure in Montana.
     
  • License Requirements:
    Certified Residential Appraiser
    –Applicant be of good moral character
    –Successfully completed the Appraiser Qualifications Board –endorsed Uniform State Licensed Real Property Appraiser Examination with a passing score of 75 percent or better.
    –Successfully complete a course of study prescribed by the Board as follows:
    –Basic Appraisal principles - 30 hours
    –Basic Appraisal procedures - 30 hours
    –The 15-hour National USPAP course - 15 hours
    –Residential Market Analysis and highest and best use – 15 hours
    –Residential Appraiser Site Valuation and Cost Approach – 15 hours
    –Residential Sales Comparison and Incomes Approaches – 30 hours
    –Residential Report Writing and Case Studies – 15 hours
    –Statistics, Modeling and Finance – 15 hours
    –Advanced Residential Application and Case Studies – 15 hours
    –Appraisal Subject Matter Electives – 20 hours (May include hours over minimum shown above in other modules)
    *Attention! Distance education (online) may only total up to 50 percent of qualifying education requirements for each level of licensure
    –Total Residential Education Requirements equaling 200 hours AND
    –Must hold a Bachelor’s degree, or higher, from an accredited college or university. The college or university must be a degree-granting institution accredited by the Commission on Colleges, a national or regional accreditation association, or by an accrediting agency that is recognized by the U.S. Secretary of Education.
    –Must have 2,500 hours of appraisal experience obtained over a period of NOT less than 24 months. (Hours may be treated as cumulative in order to achieve the necessary 2,500 hours of appraisal experience.) The 2,500 hours of appraisal experience must include 2 to 4 unit residential income producing properties.
     
  • Exam Information:
    Must have passed the real estate appraisers examination with a score of 75%.
    *Important! Please do not schedule your examination with Applied Measurement Professionals, Inc. (AMP) until you have received written confirmation from the Board that your qualifying education and experience have been approved, and you are eligible to test.
     
  • Renewal Period: Feb. 1 - March 31. Late Renewal Online for 45 days until May 15th.
     
  • Fees: Application or Renewal Fee: $515 /  Renewal Late Fee: $475  / Inactive $265 / Inactive Late $225
  • Continuing Education Requirements:
    Upon every other renewal, licensees shall provide evidence to the board of having completed at least 28 hours of instruction in courses or seminars approved by the board, including the 7 hours National USAP update course. Online USPAP courses are NOT approved.
     
  • Other Special License Requirements:
    All information and/or documentation is required at least 45 days in advance of the next scheduled board meeting date. An application will not be reviewed until all materials are received and approved.

  • Out-Of-State Applicants:
    If you hold an Active License in another State ALL requirements apply with the exception of having to provide the Education and Experience logs. If in the application process your application is determined to be nonroutine, you may be asked to submit your preceding 6 (six) months’ Experience Logs.
  • A Fingerprint-Background Check is now required for all applicants. Please click on the License Application link for more information.

Mentor

The following outlines general information. For specific information on filing an application, you will need to obtain the application which includes a detailed listing of the requirements.

A. Application Requirements:
Shall make application on forms approved by the board and submit two appraisal reports prepared in accordance with USPAP standards. 
Must have a minimum of three years licensed as a Certified Residential or Certified General Appraiser.
Must certify to agree to provide on-going supervision of all licensed trainees.
May not have more than 3 licensed trainees under their supervision at any time.
Must inspect the first 50 properties with each trainee under the mentor's supervision.
A mentor shall complete a course that, at a minimum, complies with the specifications for course content established by the AQB. The course will be oriented toward the requirements and responsibilities of mentors and trainees and must be completed by the mentor prior to the mentor's supervision of a trainee. Approved courses are listed on the Education tab.

Trainee

The following outlines general licensing information. For specific information on filing an application, you will need to obtain the license application which includes a detailed listing of the requirements. To verify if someone is an Approved Mentor, please call (406) 444-5711 or email unitb@mt.gov

Application Fee: All Fees are Non-Refundable: $400.00 Original Trainee License

24.207.517 TRAINEE REQUIREMENTS

The core curriculum for trainee licensure is:
(a) basic appraisal principles 30 hours
(b) basic appraisal procedures 30 hours
(c) the 15-hour national USPAP course 15 hours (classroom setting)
(d) Supervisor-Trainee Course 4 hours (online or in a classroom setting)


*Attention! Distance education (online) may only total up to 50 percent of qualifying education requirements for each level of licensure

If you have already obtained your Trainee license, congratulations! Please click here.

Useful Links:

Administrative Rules of Montana

Experience and Education Log

Montana Code Annotated:
*
Board of Real Estate Appraisers
*
Real Estate Appraisers

Appraisal Foundation

Appraisal Subcommittee

Fannie Mae

Freddie Mac

Housing and Urban Development (HUD)

Applied Measurement Professionals, Inc


A Fingerprint-Background Check is now required for all applicants. Please click on the License Application link for more information.


(*Important!  Please do not schedule your examination with Applied Measurement Professionals, Inc. (AMP) until you have received written confirmation from the Board that your qualifying education and experience have been approved, and you are eligible to test.)

2015 Changes to Appraiser Qualifications

UPCOMING CHANGES TO REAL PROPERTY APPRAISER QUALIFICATIONS

 

On December 9, 2011, the Appraiser Qualifications Board of The Appraisal Foundation adopted changes to the Real Property Appraiser Qualification Criteria that will become effective January 1, 2015. These changes represent minimum national requirements that each state must implement no later than January 1, 2015.

Out-Of-State Temporary Applicants

The following outlines general licensing information. For specific information on filing an application, you will need to obtain the license application which includes a detailed listing of the requirements.

A. Application Fee: All Fees are Non-Refundable $250.00 Application Fee

B. Renewal Period:
Temporary registration may be awarded for a 6-month period and renewed one time within the 12-month period following the original date on which the temporary registration was issued. If you anticipate having ongoing assignments in the State of Montana you will need to make application for a permanent license.

C. Other Special Requirements:
An original letter of good standing or license history from your domicile state. A copy of the contract for the assignment. Consent to service form completed.

Reciprocity Guidelines

If you hold an active license in another state, you may apply for and be issued a license to practice in Montana without examination, providing that the board determines:

 

  1. your state's license standards at the time of application to this state are substantially equivalent to or greater than the standards in this state; 
  2. your license is in good standing; and
  3. there is no reason to deny the license under the laws of this state governing the real estate appraisers profession or occupation.

Please click here for Reciprocity Application Instructions

If in the application process it has been determined that you do not meet any of the requirements listed above, you may be asked to submit your preceding 6 (six) months’ Experience Logs. (Board approved logs are attached with the application).

An application will not be reviewed by the Board until all materials are received and accepted.

Approved Mentors

To verify if someone is an Approved Mentor, please call (406) 841-2202 or email dlibsdlicensingunitb@mt.gov

Regulations

All of the Statutes and Rules listed here are applicable to this board.

Statutes are laws passed by the Legislature. All changes in statutes must go through the legislative process and be passed into law before they become effective. Title 37, Chapter 1, Part 3 is the Uniform Regulatory Act passed by the Legislature in 1995. All professional and occupational licensing is covered in these statutes.

Administrative Rules pertaining to real estate appraisers are written and adopted by the Real Estate Appraisers Board. The Board writes rules in order to administer the laws over which the Legislature has given the Board authority. Rules can be changed by going through the rule-making procedure. They do not go through the Legislative process. The Real Estate Appraisers Board continuously reviews rules to determine needed changes.

The Administrative Rules of Montana (ARM) at this site contain what should be the same text as the official version published by the Office of the Secretary of State. There is a possibility, however, that the content may vary from the official version. In addition, the format has been changed for viewing on this web site. A copy of the official ARM in official format can be obtained from the ARM Bureau of the Office of the Secretary of State, by calling (406) 444-2055. A web version of the ARM published by the Secretary of State can be viewed at Secretary of State's Administrative Rules of Montana.

Common Myths About the Home Buying Process

A Quick Guide for Borrowers

 

Administrative Rules

Rules Notices

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-40

In the matter of the amendment of ARM 24.207.2101 continuing education.

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-39

In the matter of the amendment of ARM 24.207.101 board organization, 24.207.401 fees, 24.207.406 definitions, 24.207.501 examination, 24.207.502 application requirements, 24.207.509 qualifying experience, 24.207.518 mentor requirements, 24.207.1501 registration and renewal, 24.207.1507 record-keeping requirements, 24.207.2305 unprofessional conduct, and the repeal of ARM 24.207.520 renewals

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-101-307

In the matter of the amendment of ARM 24.101.402 definitions and 24.101.403 administrative fees, and the repeal of 24.101.401 purpose, 24.101.407 licensing, and 24.101.414 renewal notification

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-38

In the matter of the amendment of ARM 24.207.401 fees, 24.207.403 regulatory reviews, 24.207.404 appraisal review, 24.207.406 definitions, 24.207.408 military training or experience, 24.207.501 examination, 24.207.502 application requirements, 24.207.503 experience - number of hours required, 24.207.504, 24.207.505, 24.207.506, and 24.207.507 qualifying education course requirements, 24.207.508 ad valorem tax appraisal experience, 24.207.509 qualifying experience, 24.207.510 scope of practice, 24.207.517 trainee requirements, 24.207.518 mentor requirements, 24.207.1507 appraisal management record keeping, 24.207.1509 AMC audit requirements, 24.207.2101 continuing education, 24.207.2102 continuing education noncompliance, and the adoption of NEW RULES I and II unprofessional conduct

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-37

In the matter of the adoption of NEW RULE I pertaining to military training or experience

NOTICE OF PUBLIC HEARING ON PROPOSED ADOPTION
posted January 13, 2014

NOTICE OF ADOPTION
posted January 13, 2014

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-36

In the matter of the adoption of NEW RULE I AMC Audit Rules

NOTICE OF PUBLIC HEARING ON PROPOSED ADOPTION
posted April 19, 2013

NOTICE OF ADOPTION
posted April 19, 2013

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-35

In the matter of the amendment of ARM 24.207.501 examination, 24.207.504 qualifying education requirements, 24.207.517 trainee requirements, 24.207.518 mentor requirements, 24.207.2102 continuing education noncompliance and the adoption of NEW RULE I complaints involving appraisal management companies

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-34

In the matter of the repeal of ARM 24.207.402 adoption of USPAP by reference

NOTICE OF PUBLIC HEARING ON PROPOSED REPEAL
posted November 21, 2011

NOTICE OF REPEAL
posted April 6, 2012

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-101-259

In the matter of the adoption of NEW RULE I registration for out-of-state volunteer professionals

NOTICE OF PUBLIC HEARING ON PROPOSED ADOPTION
posted November 7, 2011

NOTICE OF ADOPTION
posted January 27, 2012

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-33

In the matter of the amendment of ARM 24.101.413 renewal dates and requirements, 24.207.401 fees, and the adoption of NEW RULES I definitions and II through IV appraisal management

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-32

In the matter of the amendment of ARM 24.207.505 and 24.207.506 qualifying education requirements for licensed real estate appraisers and residential certification

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-31

In the matter of the amendment of ARM 24.207.401 fees, 24.207.502 application requirements, 24.207.504, 24.207.505, 24.207.506, 24.207.507 qualifying education requirements, 24.207.509 qualifying experience, 24.207.515 inactive license or certification, 24.207.516 inactive to active license, 24.207.517 trainee requirements, 24.207.518 mentor requirements, 24.207.2101 and 24.207.2102 continuing education

NOTICE OF PUBLIC HEARING ON PROPOSED AMENDMENT
posted December 16, 2010

NOTICE OF AMENDMENT
posted April 7, 2011

 

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-30

In the matter of the amendment of ARM 24.207.401 fees and 24.207.402 USPAP

NOTICE OF PUBLIC HEARING ON PROPOSED AMENDMENT
posted July 27, 2009

NOTICE OF AMENDMENT
posted October 9, 2009

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-101-203

In the matter of the adoption of NEW RULE I pertaining to licensee lookup database

NOTICE OF PUBLIC HEARING ON PROPOSED ADOPTION
posted January 23, 2009

NOTICE OF ADOPTION
posted July 10, 2009

MONTANA ADMINISTRATIVE REGISTER (MAR) 24-207-29

In the matter of the proposed amendment of ARM 24.207.401 fees, 24.207.402 adoption of USPAP, 24.207.403 regulatory reviews, 24.207.501 examination, 24.207.502 application requirements, 24.207.504 through 24.207.507 education requirements, 24.207.508 and 24.207.509 experience, 24.207.510 scope of practice, 24.207.517 trainee requirements, 24.207.518 mentor requirements, 24.207.520 renewals, and 24.207.2101 continuing education

NOTICE OF PUBLIC HEARING ON PROPOSED AMENDMENT
posted July 10, 2008

NOTICE OF AMENDMENT
posted October 22, 2008

Statutes


Complaints

The mission of the Montana Board of Real Estate Appraisers...

In order to meet its mission, the Board is charged with taking appropriate action for unprofessional, incompetent, or unlawful practice. You can learn more about the complaint process or file a complaint with the Board here.

 

Complaints Contact

Alicia Tangen, Compliance Specialist
Telephone: (406) 841-2357

E-mail: dlibsdcomplaints@mt.gov

Complaint Form

Complaint Process

 

How to File a Complaint

The Department is charged with regulating professions and occupations for the protection of the public as a whole. Although the Department does not represent individuals filing complaints, the Department will review complaints in a timely manner to ensure a complaint is processed and that the Board will take appropriate action.

The length of time for resolution of a complaint is impossible to estimate due to the various complexities presented in individual complaints.

The following types of complaints may be filed:

  • Unprofessional conduct by a licensee;
  • Unprofessional conduct by a license applicant;
  • Unlicensed practice of the profession or occupation.

If an individual is unsure of what constitutes unprofessional conduct and needs a description of the various types, reference to Montana statutes and rules will provide an answer. These are found at your local public library or at the appropriate board site on this web page.

Drop Off or Mail to:
"Name of the Board or Program the complaint pertains to"
Business Standards Division
301 South Park, 4th Floor
PO Box 200514
Helena, MT 59620-0514

The Complaint Process

This process is used for the Boards that are administered in the Business Standards Division. The various Programs administered in the Division use a similar process.

Important: When filing or responding to a complaint, be as thorough as possible. You may attach additional documents to the complaint form to ensure that all pertinent information has been included. The Screening Panel meeting is NOT a hearing, but is a time for the panel to consider the complaint and response. Attendance is your choice. If you attend the panel may ask additional questions. Please notify this office prior to the meeting if you plan to attend.

After a complaint has been filed against a licensed individual the Compliance Office will send a letter of acknowledgment to the person who filed the complaint (Complainant), and a letter requesting a response (with a copy of the complaint) to the licensee against whom the complaint was filed.

The Licensee may submit a written response addressing the complaint to the Compliance Office. The process continues whether or not a response is submitted. The Complainant is not entitled to a copy of the response.

The Compliance Office will notify the Licensee and Complainant regarding the date and time of any meeting during which the case will be discussed.

Complaints remain confidential unless a Notice of Proposed Board Action is issued, which is a public document along with all subsequent legal filings.

Meetings

  • Closed Meeting - During a Closed Meeting only the Licensee, the Complainant, and/or attorneys for either can be in attendance. Minutes of Closed Meetings are not public documents.
  • Open Meeting - A public meeting which anyone can attend. The minutes of Open meetings are public documents and made available online via the specific Board’s webpage. (Adjudication Panel meetings are usually open.)

Individuals may attend a meeting in person or by telephone. Please notify this office prior to the meeting if you plan to attend the meeting.

Screening Panel

  • Screening Panel - A committee comprised of members of the Board. The Screening Panel’s function is to determine the preliminary action(s) to take on a complaint. Possible preliminary actions include dismissal, investigation, or a finding of Reasonable Cause.

The complaint and response (if any) are submitted to the Screening Panel members. The Screening Panel meeting is not a hearing, but rather a committee meeting to review and discuss the complaint and response to determine if disciplinary action is warranted.

Dismissal

If the Screening Panel dismisses a complaint, the complaint can be dismissed with or without prejudice (see definitions below).

  • Dismissal With Prejudice - The complaint is dismissed and cannot be considered by the Screening Panel in the future.
  • Dismissal Without Prejudice - The complaint is dismissed but may be considered by the Screening Panel in the future if there are ever allegations of a similar nature.

Investigation

Only a member of the Screening Panel can request an investigation of a complaint. If an investigation is requested by the Screening Panel, the case is assigned to an investigator who may request an interview with the Licensee, the Complainant, and/or other individuals. Upon completion of the investigation, a written report is submitted to the Screening Panel, which will then determine if there is Reasonable Cause to proceed with disciplinary action.

Reasonable Cause

  • Reasonable Cause - A finding by the Screening Panel that evidence exists that a violation of statutes and rules has occurred which warrants proceeding with disciplinary action.

If Reasonable Cause is found, the Department Counsel issues a Notice of Proposed Board Action (Notice) to the Licensee. Once a Notice is issued, it is public information. A proposed Stipulation may be included with the Notice.

  • Notice - A legal document from the Department’s Legal Counsel which sets forth the Department’s factual assertions, the statutes or rules relied upon, and advising the licensee of the right to a hearing.
  • Stipulation - A tentative agreement for settlement of the case. A Stipulation is not finalized until approved by the Adjudication Panel.

The Licensee may either sign the Stipulation or contest the proposed action by requesting an administrative Hearing (a legal process before a Hearing Examiner). If the Licensee wishes to request a hearing, written request must be received within twenty (20) days from receipt of the Notice. Failure to either sign a Stipulation or request a hearing within twenty (20) days may result in the issuing of a Final Order of Default against the licensee.

  • Default - the licensee’s acceptance of the disciplinary action demonstrated by failing to participate in the process

Adjudication Panel

  • Adjudication Panel - A committee comprised of members of the Board who are NOT on the Screening Panel. The Adjudication Panel determines the final outcome of a case.

The Adjudication Panel reviews the record to determine appropriate sanctions. A Final Order is issued by the Adjudication Panel, completing the complaint process.

Complaint Process Flow

Current license status and information regarding disciplinary action(s) against a licensee can be accessed online at: https://ebiz.mt.gov/pol/

Unlicensed Practice Complaint Process

Department of Labor & Industry - Business Standards Division

PO Box 200513, Helena, MT 59620-0513

When a complaint or other information is received alleging possible unlicensed practice...

  • (If the allegation is not made in the form of a formal written complaint, a complaint form is completed by the Department and a complaint number is assigned.)
  • A copy of the complaint and a request for a written response are mailed to the person against whom the complaint was filed (Respondent).
  • A written acknowledgment that the complaint has been received is mailed to the person who filed the complaint (Complainant)
  • The respondent may submit a letter of response to the complaint. If a written response is not submitted, the complaint process continues without a response.
  • The complainant and the respondent are sent written notify cation of the date, time, and location of any meeting at which the complaint will be discussed.

The Board Meeting

  • Unlicensed Practice complaints are addressed by the Full Board in executive session (meaning closed to the public). Board meetings are open to the public unless the chairperson determines an individual’s right to privacy outweighs the public’s right to know. If so, that portion of the meeting will be closed to the public (only the respondent, complainant, and legal counsel for each (if any) may be present).
  • The complaint and response (if any) are provided to the board members prior to an upcoming board meeting for their review. The board meeting is not a hearing, but rather a meeting at which the information provided is considered and discussed by the board.

DISMISSAL

  • If the board dismisses a complaint, the complaint can be dismissed with or without prejudice.
  • Dismissal With Prejudice-The complaint is dismissed and cannot be considered in the future.
  • Dismissal Without Prejudice-The complaint is dismissed but may be considered by the board in the future if there are ever allegations of a similar nature.

INVESTIGATION

  • The board can request an investigator be assigned to gather additional information surrounding the allegations made in the complaint. This may involve interviews with the respondent, the complainant, and possible witnesses.
  • After the investigation has been completed, an investigative report is prepared and presented to the board for consideration at a subsequent meeting.
  • Following the board’s review of the investigative report, a determination is made to either dismiss the complaint or take action in the form of a Cease and Desist or an Injunction.

CEASE & DESIST / INJUNCTION

  • The board may issue a Cease & Desist or seek an Injunction.
  • Cease & Desist–A letter from the administrative agency prohibiting a person or business from doing or continuing to do a certain activity.
  • Injunction-A writ granted by a court prohibiting a person or business from doing or continuing to do a certain activity.

For more information, contact DLI Business Standards Division at 406-841-2300

AMC's Licensed in Montana

AMC Registration Exemptions

37-54-502. Registration exemptions. (1) The provisions of this chapter do not apply to a person who exclusively employs appraisers on an employer-employee basis for the performance of an appraisal assignment.

(2) An appraisal management company that is a subsidiary owned and controlled by a financial institution that is regulated by a federal financial institution regulatory agency is not required to register with the board but shall comply with all provisions of this chapter, as long as the provisions of this chapter do not conflict with the federal law related to the operation of an appraisal management company in this state.

Appraisal Management Companies

Appraisal Management Companies

To register online as an Appraisal Management Company please click here

The following outlines general licensing information. For specific information on filing an application, you will need to obtain the AMC application which includes a detailed listing of the requirements.

 

  1. FEES
    AMC Application Fee: $2000.00
     
  2. Required Documents:
    • Completed AMC registration application with fees, including list of current panel members and owner information forms.
    • Proof of registration with Montana Secretary of State.
    • Provide a current list of panel members.

Legislation

October 1, 2011: Legislation is effective
Provides licensure and regulation of Real Estate Appraisal Management Companies. For updates please visit www.leg.mt.gov

For AMC Rules Information please join our interested parties list by emailing us at

Renewal Information

FAQ

What are the requirements/process to become a licensee? All applications must be in the Board of Real estate Appraisers office 45 days prior to the scheduled board meeting. Montana has four types of licensure for real estate appraisers:

TRAINEE:
1. be 18 years of age or older
2. have found an approved mentor
3. have completed 100% of the educational requirements for trainee. (75 hrs of pre-approved qualifying education in the specific course work)
4. have completed an approved Supervisor/Trainee course

LICENSED APPRAISER
1. be l8 years of age or older
2. must have completed 150 hours of pre-approved education, 15 hours of which must cover the USPAP and 15 hours of report writing
3. must successfully complete 30 hours of college-level education from an accredited college, junior college, community college, or university
4. must have completed 2,000 hours of appraisal experience over a period of not less than 18 months.
5. AFTER education and experience has been submitted to the board, applicant will be notified that they may sign up to take the national exam.
6. Must pass the real estate appraiser examination for Licensure level with a score of 75% or better.

CERTIFIED RESIDENTIAL APPRAISER
1. be 18 years of age or older
2. must have completed 200 hours of pre-approved education. 15 hours of which must cover USPAP and 15 hours of report writing
3. must hold a Bachelor’s degree, or higher, from an accredited college or university
4. must have completed 2,500 hours of appraisal experience over a period of not less than 24 months.
5. AFTER education and experience has been submitted to the board, applicant will be notified that they may sign up to take the national exam.
6. must pass the real estate appraiser examination for Certified Residential licensure with a score of 75% or better

CERTIFIED GENERAL APPRAISER
1. must have 18 years of age or older
2. must have completed 300 hours of board approved instruction, 15 of which must cover USPAP and 15 hours of report writing
3. must hold a Bachelor’s degree, or higher, from an accredited college or university
4. must have completed 3,000 hours of appraisal experience obtained over a period of not less than 30 months.
5. AFTER education and experience has been submitted to the board, applicant will be notified that they may sign up to take the national exam.
6. Must pass the real estate appraiser examination for General Certified licensure with a score of 75% or higher

  • Beginning January 1, 2013, Applicants must submit all of their approved education and all experience to the board office prior to being approved to take the National Exam.
  • Staff will request a minimum of six appraisals to verify experience.  After the experience and education has been verified the trainee/licensee will be notified that they may sign up to take the exam through the testing agency.  This is a change, please do not take the exam until you have been notified that all education and experience has been verified.

The examination for all types of licenses is administered via computer by Applied Measurement Professionals, Inc. (AMP) in three testing sites. The sites are in Great Falls, Missoula and Billings. To register for the AMP exam go to their website at www.goamp.com or call 1-800-345-6559. Tests are administered Monday – Friday.

There is an annual renewal date of March 31

Upon every other renewal, licensees shall provide evidence to the board of having completed at least 28 hours of instruction in courses or seminars approved by the board, including the 7 hours National USPAP update course.

Board meetings are quarterly- March, June, September and December. Meeting are usually scheduled for the first Monday of that month. The schedule of upcoming meetings can be found on the board information tab above. Screening panel meetings are not open for the general public. Open meetings and Adjudication panel meetings are open to the public.

How do I contact the Appraisal Standards Board?
Their website address is www.AppraisalFoundation.org.
How do I contact the Appraisal Subcomittee (ASC)?
Their website address is www.asc.gov.

The registry is on the Appraisal Subcommittee (ASC) website at www.asc.gov.

This site is a primary source for verification of license credentials.

The Montana Department of Labor and Industry, Business Standards Division, presents Licensee Lookup information as a service to the public. The Division relies upon information provided by licensees to be true and correct, as required by statute. It is an act of unprofessional conduct for a licensee knowingly to provide erroneous information to the Division.

The Department of Labor and Industry makes no warranty or guarantee concerning the accuracy or reliability of the content of this website. Assessing the accuracy and reliability of information obtained from this website is solely the responsibility of the user. If you have questions regarding information found within this Licensee Lookup website, please contact the specific licensing board directly.

Please note that some disciplinary actions against licensees may not appear immediately on the website. Appeals, effective dates of orders and other administrative processes may delay posting on the website. Please contact the specific licensing board directly if you require discipline information that occurred prior to July 1, 1996.