
Mortgages
Mortgages and Mortgage Trust
Real Estate financing is more than a mere “transaction”. It can be a profound resource for financial health. Equity Design provides both a financial coaching service and, as a part of Mortgage Trust, Inc, real estate financing.
Mortgage Trust Inc. has been recognized as:
- One of Oregon’s 100 greatest companies to work for
- Rewriting the culture of mortgage banking: service, ethics, excellence
- A leader in promoting financial health
- A leader in helping clients build holistic wealth through integration of each property in a balanced financial portfolio
The largest item on most people’s financial balance-sheet is their mortgage. Liabilities management (mortgages and other debts) is the most significant element of a financial plan/portfolio. There is no greater fulcrum of leverage than well planned and utilized liabilities.
Mortgage planning is at its best when it is not done in isolation; Equity Design cannot exist in isolation. We rely, both personally and professionally, on a team of Portland’s top financial professionals to critique and complete our financial service and philosophy: Asset manager, CPA, Realtor, Estate Planner, Insurance Professional, etc.
Document Links
Download these documents to learn more:
Mortgage Blog
- Is Mortgage Debt “Good”?
“Mortgage. Yikes! It is hard to imagine looking at my credit report and seeing a six-figure line item. That is six-figures that I need to pay back. Sure I have had school loans in the thousands and some credit card debt but this, this is something totally different. Is mortgage debt good?”


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