FINANCIAL CONTEXT
- Home value (approx.):$930,000 (Appraisal as of 03-OCT-2024)
- Mortgage or debt remaining at the time: N/A
- Monthly income or pension sources: $10,371.13
- Financial struggles before mortgage (e.g. rising expenses, debt, helping family):
- What were they hoping to achieve? (e.g. cover bills, stay in home, gift to kids, travel, renovate, pay off debt) – She wanted to help her son pay his mortgages, debts, etc.
DECISION PROCESS
- How did they hear about Wise Equity? Google
- What hesitations or concerns did they have?
- What made them feel comfortable moving forward?
THE MORTGAGE
- Reverse mortgage amount: $469,050.00
- Was it a lump sum, monthly payment, or other structure?
- How did they use the funds?
RESULTS
- How has their life improved since?
- Any quotes or specific feedback from the client?
- Would they recommend this to others? Why?
FINANCIAL CONTEXT
- Age: 86
- City/Province: 1550 Privet Place, London, ON, N5X 0E7
- Living situation (alone, spouse, etc.)
- Occupation (if relevant):Retired
RESULTS
How has their life improved since?
- Any quotes or specific feedback from the client?
- Would they recommend this to others? Why?
Other Services
Get mortgages, get better living
Appointment
Let's Talk with a Lending Specialist
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- Every Step Of The Way
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- Dedicated Loan Concierge
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- Flexible Rates & Low Fees
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Make an Appointment
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How It Works
Let us help you get your home today
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Step 1
Initial Consultation
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Step 2
Document Collection
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Our Partners :
Get All your Questions Answered
Explore our most frequently asked questions to gain quick clarity on everything from mortgage basics to our advanced strategies. This section is designed to give you confidence before you make any decisions—because good planning starts with good understanding.