What is HELOC Calculator?
Models two-phase Home Equity Lines of Credit: Phase 1 (interest-only borrowing draw period) and Phase 2 (amortized principal repayment period).
How to Use This Calculator
- Enter amount drawn on credit line.
- Enter variable interest rate.
- Select draw period and repayment period lengths.
- Review draw phase payment versus repayment phase payment.
The Mathematical Formula & Variables
Draw Phase = Balance * (r / 12); Repayment Phase = Full Amortization
Step-by-Step Worked Example
Scenario: $50,000 balance at 9.0% with 10-year draw and 20-year repayment.
- Draw phase payment = $50,000 * (0.09 / 12) = $375.00/month.
- Repayment phase payment over 20 years (240 mos) = $449.86/month.
Result: $375.00/mo draw; $449.86/mo repayment
Frequently Asked Questions
Why do HELOC payments jump after the draw period ends?
During the draw period, payments only cover interest. Once repayment begins, you must pay both interest and principal amortized over the remaining term.