Industry or Sector: Water Solutions and Trade Services
Deal Type: Purchase of Owner-Occupied Property
Client Situation
A self‑employed water solutions business owner was dealing with a family dispute that led to multiple caveats being placed on his property.
As an interstate client, he had already approached several brokers—none of whom could offer a workable solution.
He needed a lender willing to:
- support a significant cash‑out,
- allow the removal of all caveats at settlement, and
- provide a structure that enabled him to pay out family members and regain full control of the property.
The pathway was complex and required a lender comfortable with caveat release and cash‑out for dispute resolution.
Our Solution
We assessed the scenario across multiple lenders due to the complexity of the caveats and the required cashout amount. After extensive review, we identified a lender that supported the cashout and offered a competitive interest rate. We worked closely with all parties to structure the deal in a way that ensured full settlement and removal of the caveats.
Outcome
- Successful settlement with all caveats removed
- Client received a cash‑out at a competitive rate
- Funds allowed him to resolve the family dispute
- Client regained full control and flexibility to sell or refinance the property freely
Client Reflection
“It’s the first time in years I’ve felt a clear path to managing my property without restrictions.”