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Kathy McDonald - HECM Specialist in Tualatin, OR

Kathy McDonald

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HECM Specialist

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Since 2010, I've been aiding retirees, baby boomers, and professionals in lesser-known home financing options. From buying retirement homes to refinancing and acquiring growing lines of credit, I ensure accessible solutions. Professionals u...... Show More
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Overall Ratings
4.97
(48)
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Reviews from Web
  • 5.0
    Encompass
    D
    Donna L H
    King City, OR
    Posted on May 19th, 2026 03:19 PM
    This was all new to us. Kathy is a great communicator, knowledgeable, and patient with all of our questions.
    Reply from Kathy McDonald
    May 25th, 2026 06:00 PM
    Donna, I'm thankful for your kind words. I'm pleased to hear that I could assist you through this new experience. If you have any more questions or need further help, please feel free to reach out.
  • 5.0
    Encompass
    L
    Lois B C
    Eugene, OR
    Posted on April 2nd, 2026 12:34 PM
    Kathy is a very personable person and helped in every way possible. She made sure to answer all questions that I had. I trusted her, and felt assured of a good outcome in her hands. I would highly recommend her services to friends and family,...
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    Reply from Kathy McDonald
    April 6th, 2026 06:49 PM
    Lo, thank you so much for your kind words and recommendation. It was a pleasure working with you. It means the world to me you felt in good hands! Thank you! Kathy
  • 5.0
    Encompass
    R
    Ronelle K K
    Salem, OR
    Posted on February 10th, 2026 03:42 PM
    Mutual of Omaha's reputation and the personal service of your representative Kathy McDonald
    Reply from Kathy McDonald
    February 13th, 2026 01:44 PM
    Thank you for your kind words! It was a pleasure for Mutual and myself to be of service to you, and to continue to be of service to you in the future.
  • 5.0
    Encompass
    G
    Gilbert J B
    Sweet Home, OR
    Posted on January 5th, 2026 05:36 PM
    How Kathy McDonald care about our comfort level.
    Reply from Kathy McDonald
    January 12th, 2026 10:03 PM
    I appreciate your feedback and the 5-star rating, Thank you! It's important to me that you feel comfortable and well-supported. it was a pleasure working with you! If there's anything further I can do, please don't hesitate to let me know.
  • 5.0
    Encompass
    R
    Ronald B A
    Dallas, OR
    Posted on November 4th, 2025 03:52 PM
    Kathy was wonderful to work with. She was knowledgable, friendly, and responsive. She is truly outstanding.
    Reply from Kathy McDonald
    November 7th, 2025 06:37 PM
    Thank you for your kind words! It was my pleasure working with both of you and I am very excited for you! If I can help in anyway, please do not hesitate to reach out.
  • 5.0
    google
    R
    Ron A
    Posted on November 4th, 2025 12:00 AM
    Kathy McDonald has received a review with 5 star rating from Ron A
  • 5.0
    Encompass
    J
    Jim E
    NESKOWIN, OR
    Posted on October 30th, 2025 03:10 PM
    Getting beyond the idea that the HECM was too good to be true to too good to pass up the keeping in touch by Kathy of what stage or step we were on was a major part of feeling confident in the process. Thank you!
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    Reply from Kathy McDonald
    October 30th, 2025 09:23 PM
    Thanks Jim! It was such a pleasure working with you! I am grateful for the trust you placed in me to guide you through the process! Thank you! Kathy
  • 5.0
    Encompass
    J
    James W
    Otis, OR
    Posted on July 31st, 2025 01:58 PM
    Kathy made the whole process easy. She kept us informed every step of the way. Couldn't ask for better service.
    Reply from Kathy McDonald
    August 5th, 2025 02:26 PM
    Thank you for sharing your positive experience. It was a pleasure working with both of you! I'm glad to hear that you felt well-informed throughout the process. It's important to me to ensure everything goes smoothly for my clients. If you...
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  • 5.0
    Encompass
    W
    William R W
    Portland, OR
    Posted on June 20th, 2025 05:01 AM
    Kathy McDonald is the reason I said Great. Your staff was very diligent about credit bureau problems giving access. However, it seemed to me that when I thought I had satisfied all requirements in the process, there was always one more thing...
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    Reply from Kathy McDonald
    June 25th, 2025 02:48 PM
    Roger, It was my pleasure working with you and Vivian. I'm glad to hear that you had a positive overall experience. I understand that the process can sometimes feel extended with additional requirements. Your patience and understanding was...
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  • 5.0
    Encompass
    T
    Theodore R
    Jacksonville, OR
    Posted on March 31st, 2024 08:26 PM
    Everything Kathy
    Reply from Kathy McDonald
    April 5th, 2024 08:27 PM
    I'm sincerely grateful for your kind words, Theodore. It's great to hear that you had a positive experience. At Mutual of Omaha, we strive to provide our customers with top-notch service. Your 5-star rating means a lot to me. Please reach out...
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  • 10 of 48
    About
    Since 2010, I've been aiding retirees, baby boomers, and professionals in lesser-known home financing options. From buying retirement homes to refinancing and acquiring growing lines of credit, I ensure accessible solutions. Professionals unaware of these strategies can learn how they can extend retirement using housing wealth conservatively.
    Products & Services
    Mortgage Loan Officer
    385
    /850
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    Addresses and Serving Areas

    Year Started

    1909

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS# 260446