Swift Equity Release Process – A Case Study in Efficient Legal Services

Case Studies

Mrs. V had been struggling with debilitating back pain for years. Frustrated by the NHS delays she decided to explore alternative options. This case study highlights the rapid Equity Release mortgage process that allowed her to swiftly book and undergo her life changing surgery taking back control and regaining quality of her life to enjoy retirement to the full. Mrs. V’s persistent back condition left her with no choice but to seek a private operation, which came with associated costs. After consulting with her financial adviser, it was determined that an Equity Release mortgage would be the best financial solution to cover the costs. Tivoli was entrusted with handling the legal aspects of the transaction. We were instructed that Mrs. V required the funds as soon as possible. Upon receiving the legal pack, we immediately scheduled a face-to-face signing appointment with the clients. The signed documents were promptly sent back to the lender’s solicitors, and we received a completion date by return. The entire process, from receipt of offer to receipt of completion date, was achieved in a remarkable 4 hours. The clients were astounded by the speed and efficiency of the transaction. Mrs. V was thrilled to secure her surgery, giving her the possibility of being fully recovered to enjoy Christmas pain free. The clients’ financial adviser was equally thrilled, stating that she couldn’t believe how fast the equity release process could be when you have the right people on the job! At Tivoli, we take pride in offering top-notch services that adapt to our clients’ unique needs. Whether it’s expediting a transaction or providing extra support, we are dedicated to delivering exceptional service. This case study showcases Tivoli’s streamlining of the Equity Release mortgage process, demonstrating how we can swiftly fulfil our clients’ needs. We prioritise efficiency without compromising quality or service, ensuring that our clients can achieve their objectives in the timescales that they desire.

More Case Studies

A Coastal Retirement Dream Realised

A Coastal Retirement Dream Realised

Our client approached us with a dream of retiring to a picturesque coastal property. He had already embarked on the journey of purchasing the property however, his path to this dream took an unexpected turn as he ventured into the realm of equity release mortgages....

A Complex Property Case Solved

A Complex Property Case Solved

Our clients had spent many wonderful years in their magnificent Georgian manor house nestled in the picturesque Brecon Beacons, where they raised their family. As the children grew and moved on, it became clear that their beloved home had become more spacious than...

Achieving Early Retirement

Achieving Early Retirement

During a casual conversation with her hairdresser, our client experienced a moment of clarity. She realized that her work was primarily to supplement their income for life's little luxuries: dining out, enjoying theatre shows, and an annual overseas holiday. The value...

Skip to content