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Interactive guide · Mortgage & Property

How to Calculate HELOC & Home Equity Loan

How much you can borrow against your home, and what draw and repayment periods cost.

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The formula

How this number is built

available = value × CLTV − mortgage balance · payment shifts from interest-only to full amortisation
Step by step

Calculating it yourself

Step 1

Get a realistic home value; lenders order their own appraisal and it may come in lower.

Step 2

Confirm the lender's maximum combined loan-to-value, which varies widely.

Step 3

Model the payment after the draw period ends, not just the interest-only figure.

Step 4

Stress test a rate rise, because most home equity lines carry variable rates.

Questions

What people ask next

HELOC or home equity loan?

A line is revolving and usually variable; a loan is a fixed lump sum at a fixed rate. Use the line for uncertain amounts and the loan for a known cost.

What happens if I cannot repay?

The debt is secured by your home, which means foreclosure is the ultimate remedy. That is why the rate is lower than unsecured credit.

Search intent

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Estimates, not advice. Every figure here is produced from the inputs you enter and the formula printed on the page. Rules differ by state, carrier, lender and contract, so use these numbers to prepare for a conversation with a qualified professional rather than to replace one. See our full disclaimer.