Who We Serve

Financial Planners

The "Liability side" of your balance sheet

Take a test drive of the "4-Blind Spots" experience for yourself

Financial Planners

Give your clients a complete financial review by partnering with the PDX Home Loan team. Good financial planners should always be striving to create added value beyond simple asset growth and risk planning. Leverage our process to your advantage by bringing us in as a "liability adviser" for your clients.

The borrowSMART process is a natural fit with any type of new client on-boarding process, or even an annual review that a financial planner may give as a matter of course for their clients. Partner with us to make sure your clients are seeing opportunities to create cash flow efficiencies, and lower their holding costs on real estate.

The borrowSMART process will give you options, a smartSEARCH game plan, and an extra bit of marketing muscle to help market YOU as the right buyer for the home you want.

The 6 Steps of Getting a Mortgage

Get to know the key players and major steps in getting a mortgage in this helpful infographic.

View the Infographic

The latest from James Adair's Mortgage Blog

One week after the 2016 election, what does this mean for Portland Real estate?

Short video explaining how the mortgage bond market works, and how the suprise election results will impact things moving forward. Specifically in the Portland area real estate markets. 

Down payment assistance for buyers who qualify

The National Homebuyers Fund has been providing down payment assistance grants to home buyers in the Portland area for YEARS!  The PDX Home Loan team has partnered with the NHF to help provide all possible opportunites for great buyers who simply dont' have...

How to tell if your taxes are included in your mortgage

It's that time of year again!  Late October in Oregon.  Time for all the non-Multnomah county residents to pat themselves on the back and temporarily feel superior, and bask in the glow of their money savings for a couple weeks.  Property taxes are now certified for...