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HELOC Calculator

Calculate Home Equity Line of Credit payments for draw and repayment periods

HELOC Details

$

Amount you plan to use or have already used from your HELOC

years

Period when you can access funds (typically 10-15 years)

years

Period to repay principal and interest (typically 10-20 years)

%

Annual interest rate (usually variable)

%

One-time fee charged when opening the HELOC

$

Yearly fee to keep the line of credit active

Interest Rate Adjustments

HELOC Payment Results

Draw Period Payment
$208.33
Interest-only payment
Repayment Period Payment
$329.98
Principal + interest
$307.49
Average Monthly Payment
4.05%
Effective APR
30 years
Total Term
Up-front Fee
$500.00
1% of balance
Total Fees
$6500.00
Upfront + annual fees
Total Cost
$110694.69
Total Interest
$54194.69

Note: During the draw period, you pay interest only on the amount used. During the repayment period, you pay principal plus interest.

HELOC Formula: Draw Period = Balance × Monthly Rate | Repayment = PMT calculation

HELOC Analysis

⚠️ Total interest exceeds 50% of principal. Consider shorter term or extra payments.

Example Calculation

Home Renovation HELOC

HELOC Balance: $50,000

Interest Rate: 5% APR

Draw Period: 10 years

Repayment Term: 20 years

Calculation Results

Monthly rate: 5% ÷ 12 = 0.417%

Draw period payment: $50,000 × 0.00417 = $208.33/month

Repayment payment: PMT formula = $329.98/month

Total interest over 30 years: $54,029

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HELOC Phases

1

Draw Period

10-15 years typically

Access funds as needed, pay interest only

2

Repayment Period

10-20 years typically

Pay principal + interest, no new draws

HELOC Qualification

Home equity of at least 15-20%

Combined LTV ratio up to 80-85%

Credit score of 620+ (720+ for best rates)

Debt-to-income ratio under 43%

Stable employment and income

HELOC Tips

Use for home improvements to maintain tax deductibility

Make principal payments during draw period

Monitor interest rate changes closely

Compare closing costs and annual fees

Have a repayment plan before borrowing

Understanding HELOCs

What is a HELOC?

A Home Equity Line of Credit (HELOC) is a revolving credit line secured by your home's equity. Unlike a traditional loan, you can borrow, repay, and borrow again during the draw period, paying interest only on the amount you use.

How HELOCs Work

  • Access funds up to your credit limit during draw period
  • Pay interest only on the amount you borrow
  • Variable interest rates typically tied to prime rate
  • Repayment period requires principal + interest payments

HELOC vs Home Equity Loan

HELOC

Revolving credit line, variable rate, interest-only payments during draw period

Home Equity Loan

Lump sum loan, fixed rate, fixed monthly payments from start

HELOC Loan Amount

HELOC Amount = (Home Value × 80%) - Mortgage Balance

Most lenders allow up to 80% combined loan-to-value (CLTV) ratio

Interest Rate Risk

Variable rates can increase significantly over time, affecting your monthly payments and total cost.

Payment Shock

Repayment period payments can be much higher than draw period payments if you only paid interest.

Foreclosure Risk

Your home secures the HELOC. Failure to make payments could result in foreclosure.

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