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    • Home
    • Home Loans
      • Home Purchase Options
      • Conventional Loans
      • FHA Loans
      • VA Loans
      • USDA Loans
      • Jumbo Loans
      • Down Payment Assistance
      • First Time Homebuyer
      • Construction Loans
      • FHA Solar Progaram
    • Specialty & Investor
      • Investment Properties
      • DSCR
      • Fix & Flip Loans
      • Non-QM Loans
      • Bank Statement Loans
      • Foreign National Loans
      • ITIN Loans
      • Bridge Loans
      • Condotel Loans
    • Home Equity
      • Refinance Your Home
      • HELOC | 2nd Mortgage
      • Cash-Out Refinance
      • Reverse Mortgage
      • Delayed Financing
    • Commercial
      • Commercial Financing
      • SBA Financing
      • Commercial Calculator
    • Resources
      • Compare Loan Options
      • What You Can Afford
      • Temp Rate Buydowns
      • Mortgage Rates Today
      • California to Vegas Guide
      • Webinars & Events
  • Home
  • Home Loans
    • Home Purchase Options
    • Conventional Loans
    • FHA Loans
    • VA Loans
    • USDA Loans
    • Jumbo Loans
    • Down Payment Assistance
    • First Time Homebuyer
    • Construction Loans
    • FHA Solar Progaram
  • Specialty & Investor
    • Investment Properties
    • DSCR
    • Fix & Flip Loans
    • Non-QM Loans
    • Bank Statement Loans
    • Foreign National Loans
    • ITIN Loans
    • Bridge Loans
    • Condotel Loans
  • Home Equity
    • Refinance Your Home
    • HELOC | 2nd Mortgage
    • Cash-Out Refinance
    • Reverse Mortgage
    • Delayed Financing
  • Commercial
    • Commercial Financing
    • SBA Financing
    • Commercial Calculator
  • Resources
    • Compare Loan Options
    • What You Can Afford
    • Temp Rate Buydowns
    • Mortgage Rates Today
    • California to Vegas Guide
    • Webinars & Events

HELOC and Home Equity Loans

Compare a flexible home equity line of credit with a fixed home equity loan to determine which structure may fit your goals.

Schedule a Home Equity Review

HELOC vs. Home Equity Loan

A HELOC and a home equity loan both allow eligible homeowners to borrow against available equity, but they work differently. A HELOC provides a reusable credit line, while a home equity loan generally provides one lump sum with a fixed repayment schedule.

REVIEW MY HOME EQUITY OPTIONS

Compare Your Home Equity Options

Home Equity Line of Credit

Home Equity Line of Credit

Home Equity Line of Credit

A HELOC is a revolving line of credit secured by your home. You may borrow, repay, and reuse available funds during the draw period, subject to the terms of the account.


Common features:

  • Access funds as needed 
  • Interest is generally charged on the outstanding balance 
  • Rates are commonly variable 
  • Payments may change as the balance or rate changes 
  • Useful for ongoing or uncertain expenses 


May be useful for:


Renovations completed in stages, emergency reserves, tuition, medical expenses, or other expenses that arise over time.

EXPLORE HELOC OPTIONS

Home Equity Loan

Home Equity Line of Credit

Home Equity Line of Credit

A home equity loan generally provides the approved loan proceeds in one lump sum and is repaid through scheduled monthly payments over a set term.


Common features:

  • Funds are disbursed at closing 
  • Interest rates are commonly fixed 
  • Predictable principal-and-interest payments 
  • Defined repayment period 
  • Useful for a specific one-time expense 


May be useful for:


Debt consolidation, a major home improvement, a large purchase, or another expense with a known cost.

EXPLORE HOME EQUITY LOANS

Ways Homeowners Use Their Equity

Home Improvements

Debt Consolidation

Debt Consolidation

 Finance renovations, repairs, additions, or energy-efficiency upgrades. 

Debt Consolidation

Debt Consolidation

Debt Consolidation

 Combine eligible higher-interest debts into one payment. Extending the repayment term or securing debt with your home may increase total interest and risk. 

Emergency Expenses

Debt Consolidation

Emergency Expenses

 Create access to funds for unexpected repairs, medical expenses, or other major costs. 

Education Costs

Real Estate Purchases

Emergency Expenses

 Help cover tuition or other qualified education-related expenses. 

Real Estate Purchases

Real Estate Purchases

Real Estate Purchases

 Use available equity toward a down payment, closing costs, or an investment-property purchase. 

Business Purposes

Real Estate Purchases

Real Estate Purchases

 Access capital for eligible business expenses, subject to lender and loan-program requirements. 

What Determines How Much You Can Borrow?

The available loan amount may depend on:


  • Current property value 
  • Existing mortgage balance 
  • Combined loan-to-value limits 
  • Credit profile 
  • Income and employment 
  • Monthly obligations 
  • Property type and occupancy 
  • Lender and program requirements


Your available equity is not necessarily the same as the amount you can borrow. The final loan amount depends on both the property and your financial qualifications. 

REQUEST A HOME EQUITY REVIEW

Important Home Equity Considerations

Your Home Secures the Loan

A HELOC or home equity loan creates a lien against your property. Failure to repay the debt could put the home at risk.

HELOC Payments May Change

Most HELOCs have variable rates, so the required payment may rise or fall over time.

The Payment May Increase After the Draw Period

During the repayment period, borrowing typically stops and payments may increase because principal repayment is required.

Closing Costs and Fees Vary

Programs may include appraisal, origination, annual, early-closure, or other fees. Some lenders may waive certain costs subject to repayment or account-maintenance conditions. 

Interest Is Not Always Tax-Deductible

Tax treatment depends on how funds are used and current tax law. Borrowers should speak with a qualified tax professional. 

Frequently Asked Questions

A home equity line of credit is a revolving credit line secured by your home. During the draw period, you may borrow from the available line, repay the balance, and generally reuse the available credit. Interest is typically charged only on the amount currently borrowed. 


A HELOC provides a reusable line of credit that you can access as needed, usually with a variable interest rate. A home equity loan generally provides one lump sum and is repaid through scheduled monthly payments, often at a fixed rate. Both are secured by your property and are typically separate from your existing first mortgage.  


Equity requirements vary by lender, property type, occupancy, credit profile, and loan program. Your available equity is calculated by comparing the property’s value with the total amount owed against it. The lender will also determine how much equity must remain in the property after the new loan closes.


The available amount depends on your home’s value, current mortgage balance, combined loan-to-value limit, income, debts, credit history, and the lender’s guidelines. Having a certain amount of equity does not necessarily mean you can borrow all of it. 


Checking an initial estimate may involve a soft credit inquiry, depending on the provider. A complete loan application will commonly require a credit review that may appear as a hard inquiry and could temporarily affect your credit score. Ask what type of credit inquiry will be used before submitting your information.


Most HELOCs have variable interest rates, meaning the rate and required payment can change over time. Some programs may allow you to convert part or all of an outstanding balance to a fixed-rate repayment option. Terms vary by lender.  


When the draw period ends, you generally can no longer borrow additional funds and the account enters its repayment period. Monthly payments may increase because you must begin repaying principal in addition to interest. Some programs may also require a balloon payment or refinancing of the remaining balance.  


Yes. Home equity financing may be used to pay off eligible debts and combine them into one payment. However, this converts unsecured debt into debt secured by your home. A lower monthly payment may also result from extending the repayment term, which could increase the total interest paid. Failure to repay the new loan could place the property at risk. 


Possible costs can include application, appraisal, title, recording, origination, closing, annual, transaction, inactivity, or early-closure fees. Some lenders may waive certain costs, but conditions or repayment requirements may apply. Review the full loan terms rather than comparing the interest rate alone.  


Timing depends on the lender, property valuation, title review, documentation, and underwriting requirements. Some programs can close relatively quickly, while others may take several weeks. Your estimated timeline should be confirmed after reviewing the specific loan option and required documentation. 


Put Your Home Equity to Work

Whether you need funds for renovations, debt consolidation, a major purchase, or future flexibility, I can help you compare available options and understand the estimated payment and costs.  


Home equity financing is secured by your property and is subject to credit, income, property, valuation, equity, and lender requirements. Rates, payments, fees, and available terms vary. Borrowing against your home may increase your total debt and place the property at risk if payments are not made. 

SCHEDULE A HOME EQUITY REVIEW

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Robert St. John | NMLS #1578510 | Barrett Financial Group, L.L.C. | NMLS #181106 | 8485 W Sunset Rd, Suite 202, Las Vegas, NV 89113 | AZ 0904774 | CA60DBO-46052 & 41DBO-148702 Licensed by Dept . of Financial Protection & Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to a California Financing Law License | MI fl0022342 | NV 5091 | TX view complaint policy at barrettfinancial.com/texas-complaint | Equal Housing Opportunity | Equal Housing Lender | This isnot a commitment to lend. All loans are subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106

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