Documentation required before the expert visit

Preparing the documentation before the expert’s visit saves time, avoids additional trips and allows the inspection to focus on what is relevant. Not all the documents are always available, and that does not prevent the report from being prepared, but it is advisable to gather what is within the client’s reach and communicate in advance what is not available. Each specialty requires different documents; This section summarizes the most common ones.

General principles

• Gathering documentation does not mean doing the expert’s job. It serves to narrow down the case from the beginning.
• Original documents are not retained; They are reviewed or requested in digital copy.
• If there is a judicial proceeding in progress, it is useful to provide the reference of the court and the attorney or attorney.

Accepted formats

• PDF with readable quality.
• Photographs in JPG or PNG with sufficient resolution.
• Original documents to review during the visit.

What to gather depending on the type of case

Hidden defects

Deeds, purchase and sale contract, communications with the selling party, repair estimates, previous and current photographs. It is detailed in the hidden defects specific guide.

Defective workmanship and building defects

Project, quality report, contract with the construction company, final work certificate if it exists, minutes and communications. Expanded in the specific construction guide.

Vehicles and mechanical damage

Circulation permit, technical sheet, MOT, repair invoices, workshop report, maintenance history. Expanded in the vehicle specific guide.

losses and fires (IRD)

Current policy, part of loss, report from the company’s adjuster, statement of whether the Civil Guard or the Police intervened, photographs of the moment of the events. Expanded in the losses specific guide.

Previous photographs and videos

When the client has recorded the damage with photographs or videos before contacting the expert, this material can be very useful, especially if the damage evolves or has been repaired. Good practices on how to take this material are included in the photography and video guide.

What to do if documentation is missing

If you do not have a document, indicate this from the first contact. The expert can advise on alternatives: obtain a simple registration note, request a copy of the policy, request the certificate, etc. Missing a document does not prevent work from starting, but it may affect the scope of the report.

Next steps

• Consult the complete process to know the phases of the order.
• discuss your case from the help form or the contact page.
• If your doubt depends on legal or procedural strategy, it is advisable to consult with your lawyer.