what is a home equity loan and how does it work
A home equity loan is a type of second mortgage that lets you borrow a lump sum of money using the equity in your home as collateral, then pay it back over time with fixed monthly payments and a fixed interest rate.
What a home equity loan is
- Equity is the difference between your homeâs current market value and what you still owe on your mortgage.
- A home equity loan lets you borrow a percentage of that equity (often up to around 80â85%) as a one-time lump sum, secured by your property.
- Because your home is collateral, the lender can foreclose if you fail to repay.
How it works step by step
- Figure out your equity
- Example: Home value === 300,000; mortgage balance === 200,000 â equity === 100,000.
* Lenders may allow you to borrow only a portion of that equity (for instance up to about 85% of value minus your mortgage balance).
- Apply with a lender
- The lender checks your credit score, income, debts, and the amount of equity you have.
* There may be closing costs or fees, similar to a regular mortgage, though some lenders advertise low or no upfront fees.
- Get a lump sum
- If approved, you receive your loan all at once at closing.
* This is different from a home equity line of credit (HELOC), where you draw funds as needed.
- Repay over a fixed term
- You make fixed monthly payments of principal and interest over a set term (often 5â30 years).
* The interest rate is typically fixed, so your payment amount stays the same each month.
Common uses and benefits
- Paying for large expenses
- Home improvements, education costs, medical bills, or big purchases are typical uses.
- Consolidating higherâinterest debt
- Some borrowers roll credit card or other highârate debt into a lowerârate home equity loan, but this shifts unsecured debt onto your home.
- Potential advantages
- Predictable fixed payments and rates, usually lower rates than many unsecured loans or credit cards, and access to larger amounts if you have substantial equity.
Key risks to watch
- Your home is on the line
- If you cannot make payments, you risk foreclosure because the loan is secured by your property.
- More total debt
- A home equity loan does not remove your first mortgage; it adds a second monthly payment on top of what you already owe.
- Fees and long terms
- Closing costs, fees, and long repayment periods can increase how much you pay over time.
Home equity loan vs. HELOC (at a glance)
| Feature | Home equity loan | HELOC |
|---|---|---|
| How you get money | One lump sum at closing. | [1][9][3]Draw as needed up to a limit during a âdraw periodâ. | [5][3]
| Interest rate | Usually fixed. | [9][1][3]Usually variable. | [5][3]
| Payments | Fixed monthly principal and interest over a set term. | [1][3][9]Often interestâonly during draw period, then full principal and interest in repayment period. | [3][5]
| Best for | Oneâtime, knownâamount expenses. | [1][3]Ongoing or uncertain costs over time. | [5][3]