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Energy-performance documentation for a financing enquiry — Energy performance certificate adviser — Professionals
Provide the specified energy-performance documentation within your professional scope. Confirm the recipient requirement and distinguish retrieval from a new assessment; do not provide implied financing advice.
Service scope
Preparation or retrieval of the relevant energy-performance documentation requested in connection with a property-financing enquiry. The client provides the recipient's actual document requirement; the provider does not invent a universal mortgage certificate or promise lender acceptance.
What is normally included
- Review the requested energy-document specification
- Retrieve or assess the relevant existing documentation
- Arrange the agreed energy assessment and document delivery
What is not included
- No guaranteed financing acceptance
- No substitution for a property valuation or legal title document
- Mortgage eligibility or lending advice
- Guaranteed acceptance or a better borrowing rate
Qualification checks
- Confirm the requesting lender/recipient and country
- Confirm the exact document requested
- Confirm the existing assessment and validity information
- Check that the requested document falls within the provider's professional scope for that market
- Confirm property changes that may prevent reuse of an earlier assessment
Quote guidance
Separate document retrieval, assessment, inspection and reporting. State what the fee includes without promising recipient acceptance, lending approval or a better borrowing rate.
Lead risks
- The recipient may require a different document or assessment
- An energy document is not a property valuation or lending decision
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