HELOC Calculator

Estimate your home equity line of credit limit and monthly payments. Calculate available HELOC funds based on your home value and mortgage balance.

Property & Mortgage Details

Enter your home value, mortgage balance, and desired HELOC terms.

$
$
%
%
$

HELOC Results

Max HELOC Limit

$0

Based on combined LTV

Available Credit

$0

After existing mortgage

Interest-Only Monthly Payment

$0

During draw period

Repayment Monthly Payment

$0

During repayment period

Equity Position

$0

Current home equity

Combined Loan Balance

$0

Mortgage plus HELOC

How HELOC Calculator Works

Calculate your HELOC borrowing limit and monthly payments. Estimate home equity line of credit amounts based on LTV and current mortgage balance.

Core Use Case Scenario

Home buyers, real estate investors, and financial planners use this calculator to model monthly payments, amortization schedules, and total interest costs across different loan terms and rates.

Troubleshooting & Edge-Case Failure Points

  • PMI drops automatically once equity crosses 20%.
  • Extra payments apply to principal only.
  • Tax/insurance assumptions vary by location.
  • Keep rates as yearly percentages and fees as monthly amounts.

Step-by-Step Instructions

  1. Enter home price, down payment, interest rate, and loan term.
  2. Adjust property tax, insurance, HOA fees, and PMI.
  3. Add extra payments to see accelerated payoff.
  4. Review monthly breakdown, amortization chart, and savings.

How to Use the HELOC Estimator

  1. Enter your home's value and current mortgage balance — lenders lend against combined loan-to-value (CLTV), typically up to 80%–85%.
  2. Set the HELOC amount and rate. HELOC rates are variable, tied to the prime rate — model both today's rate and +2% as a stress test.
  3. Compare draw vs. repayment: during the draw period (usually 10 years) most lenders allow interest-only payments; the repayment period (10–20 years) amortizes the balance.
  4. Read your estimated line size and payments for both phases.

How the Math Works

Max line ≈ (Home value × 85%) − Current mortgage balance

Worked example: a $400,000 home with a $220,000 mortgage supports up to $400,000 × 0.85 − $220,000 = $120,000 of credit line. Drawing $100,000 at 9% APR costs $750/month interest-only during the draw period. When repayment begins at 9% over 20 years, the payment jumps to about $900/month of full amortization — the jump is what borrowers must plan for. Interest-only payments during draw use: balance × (APR ÷ 12).

HELOC vs. Cash-Out Refinance

FactorHELOCCash-out refinance
Rate typeVariableFixed
You borrowAs needed, pay interest on what you useLump sum, interest on all of it
Existing first mortgageUntouchedReplaced entirely
Closing costsOften $0–$5002%–5% of the loan

Rule of thumb: need flexible, intermittent access (renovations, tuition) → HELOC. Need a large one-time amount at a fixed rate → cash-out refi. Model the refi path in our refinance calculator.

HELOC FAQ

How much HELOC can I get?

Typically up to 80%-85% combined loan-to-value: home value times 0.85, minus your current mortgage balance. A $400k home with a $220k mortgage supports about $120k.

What happens when the draw period ends?

The line converts to repayment: you can no longer draw, and payments jump from interest-only to fully amortized principal + interest — often 20%-90% higher. Plan for the jump before it arrives.

Are HELOC rates fixed?

No — HELOCs are variable, usually prime plus a margin, and can rise with the market. Some lenders allow fixing a portion; ask about rate-lock options on drawn balances.

Does a HELOC hurt my credit score?

Applying adds a hard inquiry; a large drawn balance relative to the line can lower scores, similar to maxing a credit card. Keep utilization under ~40% of the line where possible.

Is the interest tax-deductible?

Potentially — when the funds are used to buy, build, or substantially improve the home securing the loan. Consolidating credit cards or paying tuition generally does not qualify. Confirm with a tax professional.

Deep-dive guides