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HELOC Calculator

How much can you borrow against your home equity? Calculate your maximum HELOC, estimate draw-period and repayment-period payments, or compare a HELOC against a cash-out refinance. Works with any currency.

All amounts displayed in selected currency
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Current market value of your home
$
Remaining balance on your first mortgage
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Combined loan-to-value limit (most lenders: 80-85%)
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Estimates only. HELOC rates are variable. Consult a lender for personalised guidance.

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How to Use This Calculator

Tab "Borrowing Power"

Enter your home value, current mortgage balance, and the maximum CLTV (combined loan-to-value) your lender allows. The calculator shows the maximum HELOC amount you can qualify for, your current equity, current LTV, and CLTV after adding the HELOC. Most lenders cap CLTV at 80-85%.

Tab "Payment Schedule"

Enter the draw amount you plan to use, the HELOC interest rate, draw period (interest-only years), and repayment period (principal + interest years). The result shows your interest-only monthly payment during the draw period, the P&I payment during repayment, and total interest paid over the life of the loan.

Tab "HELOC vs Cash-Out Refi"

Compare keeping your existing mortgage plus a HELOC against replacing everything with a single cash-out refinance. Enter the HELOC rate, cash-out refi rate, and the new mortgage amount (existing balance plus additional cash needed). See monthly cost and total interest for each option side by side.

The Formulas

Maximum HELOC:
Max HELOC = Home Value × Max CLTV% − Mortgage Balance

CLTV (Combined Loan-to-Value):
CLTV = (Mortgage Balance + HELOC Amount) / Home Value

Interest-only payment (draw period):
Monthly Payment = Draw Amount × Annual Rate / 12

P&I payment (repayment period):
Monthly Payment = P × r × (1+r)n / ((1+r)n − 1)
where P = principal, r = monthly rate, n = total months

Total interest paid:
Total Interest = (IO Payment × Draw Months) + (P&I Payment × Repayment Months − Principal)

All calculations are universal and pre-tax. HELOC rates are typically variable, so actual costs may differ. Results are estimates.

Worked Examples

Example 1 — Borrowing power: $500K home, $300K mortgage, 80% CLTV

A homeowner with a $500,000 home and $300,000 remaining mortgage applies for a HELOC with a lender allowing 80% CLTV.

Home value$500,000
Mortgage balance$300,000
Max CLTV80%
Max borrowing$500,000 × 80% − $300,000 = $100,000
Current equity$200,000 (40%)
CLTV after HELOC($300K + $100K) / $500K = 80%

With $200,000 in equity and an 80% CLTV cap, this homeowner can access up to $100,000 through a HELOC.

Example 2 — Payment schedule: $60K draw at 8.5%, 10-year draw, 20-year repayment

A homeowner draws $60,000 from their HELOC at 8.5% APR with a 10-year interest-only draw period followed by 20 years of P&I repayment.

Draw amount$60,000
Rate8.5%
Interest-only payment$60,000 × 8.5% / 12 = $425.00/mo
P&I payment (repayment)$520.44/mo
Interest during draw (10 yr)$425 × 120 = $51,000
Interest during repayment (20 yr)$520.44 × 240 − $60,000 = $64,906
Total interest paid$115,906

The interest-only draw period keeps payments low at $425/month, but the total interest over 30 years nearly doubles the original draw amount.

Example 3 — HELOC vs cash-out refi: $360K total at 8.5% HELOC vs 6.5% refi

A homeowner with a $300,000 mortgage needs $60,000 in additional funds. Option A: keep the existing mortgage and add a $60K HELOC at 8.5%. Option B: cash-out refinance the full $360,000 at 6.5% fixed for 30 years.

HELOC monthly (existing + IO)~$2,321 ($1,896 mortgage + $425 HELOC IO)
Cash-out refi monthly~$2,275 (30-year fixed at 6.5%)
Monthly savings with refi~$46/mo
Refi advantageFixed rate locks in payments; HELOC rate may rise
HELOC advantageLower closing costs; flexibility to draw only what you need

The cash-out refi has a slightly lower monthly payment and rate certainty. However, if HELOC rates drop or you repay quickly, the HELOC may cost less overall. Consider closing costs (2-5% of loan) for the refi.

Frequently Asked Questions

Your maximum HELOC equals your home value times the lender's CLTV limit, minus your existing mortgage balance. With a $500,000 home, 80% CLTV, and $300,000 mortgage, you could borrow up to $100,000. Actual approval depends on credit score, income, and lender requirements.
When the draw period ends (typically after 5-10 years), you can no longer borrow against the line. The outstanding balance converts to a repayment period (typically 10-20 years) where you pay both principal and interest. Monthly payments usually increase significantly because you are now paying down the principal, not just interest.
In the US, HELOC interest may be tax-deductible if the funds are used to buy, build, or substantially improve the home securing the loan (under the Tax Cuts and Jobs Act). Interest on funds used for other purposes (debt consolidation, vacations, etc.) is generally not deductible. Consult a tax professional for your specific situation.
Choose a HELOC if you want flexibility, lower closing costs, and plan to borrow smaller amounts over time. Choose a cash-out refinance if you want a fixed interest rate, a single monthly payment, and need a large lump sum. If current mortgage rates are higher than your existing rate, a HELOC avoids resetting your entire mortgage at a higher rate.
No. This is a universal HELOC calculator that works with any currency. It uses standard lending formulas for borrowing power, interest-only payments, and amortization. For US-specific HELOC features, see the US calculator link below. Rules around HELOCs vary by country.

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