Mortgage Master
Mortgage Strategy | Equity Access | Opportunity Planning
TriQuest Agent Tool
Build the case. Compare the mortgage strategy. Put equity to work.
Version 1.14 • Validated Mortgage Master engine • Equity Utilization • Mortgage/Investment Crossover • PRS-style Case Management • Client Handout
1. Property & Current Mortgage
Current 1st MortgagePrincipal & Interest: $0
Current 2nd MortgagePrincipal & Interest: $0
2. Proposed Refinance
New 1st MortgagePrincipal & Interest: $0
New 2nd MortgagePrincipal & Interest: $0
Override Applied
Calculated from current 1st + 2nd mortgage balances.
3. Future Value
Future Property Value
$0
Future Mortgage Balance
$0
Future Available Equity
$0
4. Equity Utilization
Net Assumed Return
—
Mortgage Cost Hurdle Rate
—
Return Spread
—
Annual Mortgage Payment Differential
—
Cumulative Mortgage Cash Flow Applied
—
Projected Investment Value
—
Projected Investment Gain
—
Enter a proposed refinance to establish available equity, then choose how much of that equity you want to put to work.
| Year | Beginning Value | Gross Growth | Management Fee | Mortgage Cash Flow | Outstanding Mortgage Balance | Ending Value |
|---|---|---|---|---|---|---|
| No equity investment entered. | ||||||
This section is a new TriQuest planning feature, not part of the original One-on-One Mortgage Master. It uses the validated Equity at Refinance amount and compares an assumed investment return with the Mortgage Master's validated cost hurdle rate. Investment values are hypothetical and do not represent a specific product.