Home Equity Loan Calculator

Calculate home equity loan payments and see how much equity you can borrow against. Uses the standard 85% LTV lender limit with fixed monthly payment breakdown.

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Home Equity Loan Calculator

Fixed rate — monthly payment & available equity

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Monthly Payment
Available Equity
Max Loan (85% LTV)
Total Interest
Total Cost
Combined LTV Ratio

Home Equity Loans vs HELOCs: Which Is Right for You?

A home equity loan calculator helps you see exactly how much you can borrow against your home and what the fixed monthly payments will be. Most US lenders cap borrowing at 85% of your home's value minus what you still owe on your first mortgage. On a $400,000 home with a $250,000 mortgage balance, the math works out to ($400,000 × 0.85) − $250,000 = $90,000 in maximum borrowable equity. The loan comes with a fixed interest rate — typically 7%–10% in 2025 — and a fixed term, so the payment never changes and you know exactly when you'll be done.

The key difference between a home equity loan and a HELOC is predictability. Home equity loans give you a lump sum at a fixed rate and fixed payment — ideal for a single large expense like a kitchen renovation or debt consolidation. A HELOC works more like a credit card: a revolving line you draw from during the draw period (usually 10 years) at a variable rate. If you need a defined amount for a specific project, a home equity loan's fixed structure makes budgeting easier. Interest on home equity loans may be tax-deductible when funds are used for home improvements, per IRS rules — consult a tax professional to confirm your situation.

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Fixed vs Variable Rate

Home equity loans carry fixed rates; HELOCs are typically variable (prime rate + margin). If rates rise, HELOC payments rise. A fixed home equity loan shields you from rate increases and makes budgeting straightforward.

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The 85% LTV Rule

Most lenders won't let combined loan-to-value exceed 85%. Some credit unions and lenders go to 90%–95%, but rates are higher. Knowing your available equity before shopping lets you negotiate from a position of knowledge.

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Tax Deductibility

IRS rules allow interest deductions on home equity debt used to "buy, build, or substantially improve" your home. Using equity for a vacation or car purchase does not qualify. Deductions are capped at $750,000 of total mortgage debt.

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When to Use Home Equity

Best uses: home improvements that add value, debt consolidation at a lower rate than credit cards, or large one-time expenses. Avoid using home equity for depreciating purchases — you're putting your home at risk as collateral.

Formula & Logic

A home equity loan is a second mortgage: a fixed lump sum at a fixed rate, repaid on a fixed schedule, sitting behind your first mortgage in priority. That structure is its main advantage over a HELOC — the payment never changes and the debt actually amortizes from day one, whereas a HELOC is variable-rate and typically interest-only during its draw period. Because it is second in line, the rate is higher than a first mortgage but far below unsecured borrowing. Combined loan-to-value across both mortgages is what limits how much you can borrow.

Available equity = (Home value × max CLTV) − First mortgage balancePayment = M = P × [ i(1+i)^n ] ÷ [ (1+i)^n − 1 ]CLTV = (First mortgage + Second mortgage) ÷ Home value

where:

CLTV
combined loan-to-value, typically capped at 80–90%
second lien
repaid after the first mortgage in a foreclosure, hence the higher rate
fixed
rate and payment are fixed, unlike a HELOC

Assumptions: Secured on the home. Closing costs are lower than a first mortgage but not zero. Interest is deductible only if the funds substantially improve the property securing the loan.

Step-by-Step Example: A $60,000 Second Mortgage at 8.25%

The same homeowner as the cash-out example, borrowing the same amount a different way.

  • Home value$520,000
  • First mortgage$310,000 at 4.1%
  • Max CLTV85%
  • New borrowing$60,000 at 8.25% over 15 years
  1. Maximum combined borrowing: $520,000 × 0.85 = $442,000.
  2. Available equity: $442,000 − $310,000 = $132,000, so $60,000 qualifies.
  3. Monthly rate: 0.0825 ÷ 12 = 0.006875. Payments: 180.
  4. Payment: $60,000 at 8.25% over 180 months = $582.08.
  5. Total combined payment: $1,703 + $582.08 = $2,285.08.
  6. Compare with the cash-out route at $2,496.09 — this is $211.01 a month cheaper.

Result$582.08 a month — $211.01 less than cash-out refinancing

Despite a much higher headline rate (8.25% against 6.9%), this wins decisively because it leaves the $310,000 first mortgage at 4.1% untouched. Whenever your existing rate is well below market, a second lien beats a cash-out refinance almost regardless of the rate gap.

Frequently Asked Questions

Average home equity loan (fixed rate) rates in May 2026: 7.5%-9.0% for well-qualified borrowers. Rates depend heavily on credit score, LTV, loan amount, and lender. Credit score 760+: typically 7.5%-8.0%. Credit score 680-759: 8.0%-8.5%. Below 680: 8.5%+ or possibly declined. Shop at least 3 lenders including your local credit union, which often offers 0.5%-1.0% lower than banks.
Most lenders allow up to 85% combined LTV. Formula: (Home Value × 0.85) - First Mortgage Balance = Maximum Home Equity Loan. Example: $400,000 home, $250,000 mortgage: ($400,000 × 0.85) - $250,000 = $90,000 max. Some lenders go up to 90% CLTV for well-qualified borrowers. Requirements: typically 620+ credit score, under 43% DTI, stable employment, and verifiable income.
Home Equity Loan: Fixed rate, lump sum upfront, consistent P&I payments from day one. Best for: one-time large expenses (major renovation, medical bills, debt consolidation), when you need predictable payments, or when rates are expected to rise. HELOC: Variable rate, revolving credit line, interest-only option during draw period. Best for: ongoing projects, emergency funds, when flexibility is valued, or when rates may decline. In 2026 with potential Fed rate cuts ahead, HELOCs may benefit from future rate decreases.
Yes — but only if used to buy, build, or substantially improve the home securing the loan (IRS Publication 936). The interest is not deductible if used for personal expenses like debt consolidation or vacations. The total acquisition debt limit for mortgage interest deduction is $750,000 (post-2017). You must itemize deductions to benefit — roughly only 13% of taxpayers itemize in 2026 due to the high standard deduction ($15,000 single / $30,000 MFJ).

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✔ Reviewed by the True Value Calc editorial team📅 Last updated June 2026📚 Sources: Freddie Mac PMMS, Consumer Financial Protection Bureau📑 How we build & check these⚖ Educational estimates only — not financial, tax or legal advice