Case Studies

Here are some examples of how we have helped our clients

Validating and Enhancing Property Legal Data Accuracy

A housing association sought an independent review to validate the accuracy of their property legal data. We conducted a health check, discovered significant inaccuracies, and implemented measures to ensure future data reliability.

Challenges

Data Reliability: Uncertainty about the accuracy of property legal data for current and future homes.
Inaccurate Records: Inconsistencies with data entry across systems and no structure on data owners and stewardship

Solutions

Health Check: Performed an independent review to assess data quality identifying inaccuracies and incomplete data.
Correction and Improvement: Rectified inaccuracies and introduced robust processes to ensure ongoing accuracy for existing and future homes.

Outcomes

Corrected Data: Improved and enhanced the accuracy of property legal data records by 30%.
Enhanced Reliability: Established procedures to ensure the long-term integrity of property legal data.

Proactive Property Charging Management

With no internal expertise in property charging, a housing association faced delays and liquidity risks. We provided the expertise to get existing transactions completed and introduced a proactive approach to enhance future secured debt opportunities.

Challenges

Lack of Internal Expertise: Uncertainty in deadlines and financial risks due to insufficient internal knowledge.
Reactive Management: Inefficient handling of transactions led to delays in borrowing.

Solutions

Expert Support: Provided specialised management and implemented proactive processes.
Strategic Approach: Adopted a 'property first' strategy for future transactions.

Outcomes

Enhanced Financial Planning: Enabled quicker and more predictable borrowing.
Strategic Optimisation: Improved long-term financial and strategic planning

Saved over £30k in legal fees in just one transaction

A housing association faced high legal costs and sought to identify efficiencies. We pinpointed opportunities for immediate savings and established processes for long-term cost reductions.

Challenges

Excessive Legal Fees: The client was burdened with high legal expenses.
Inefficient Procedures: Existing practices were reactive, leading to increased costs.

Solutions

Cost Analysis: Identified key areas to cut legal spending and make better use of external law firms.
Process Optimisation: Embedded procedures to capture relevant documents to support future borrowing.
Future Savings: Developed strategies for ongoing cost efficiencies

Outcomes

Immediate Savings: Reduced legal fees by over £30K in one transaction.
Long-Term Efficiency: Established robust processes to manage future legal costs and property borrowing.

Integrating Digital Property Legal Data

To enhance transparency in property ownership data, a housing association needed to integrate fragmented legal data into its housing management system. We developed a digital property legal data thread as part of their “Knowing Your Homes” transformation programme.

Challenges

Fragmented Data: Inconsistent and siloed legal ownership information.
Integration Complexity: Difficulty in merging diverse data sources into a single system.

Solutions

Digital Data Thread: Created a unified digital thread to seamlessly integrate legal ownership data into the housing management database.
Collaborative Implementation: Worked closely with all stakeholders to ensure robust governance and accuracy of the data.

Outcomes

Enhanced Financial Planning: Enabled quicker and more predictable borrowing.
Strategic Optimisation: Improved long-term financial and strategic planning

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