HELOCs and Home Equity Loans

Your home has been building value. Now put it to work.

What Is a HELOC or Home Equity Loan? 

A HELOC is a revolving line of credit secured by your home. It works a lot like a credit card: you borrow what you need, pay it back, and borrow again during the draw period. Interest is typically charged only on what you use. 

A home equity loan works differently. You receive a lump sum upfront and repay it in fixed monthly installments over a set term. Interest rates are usually fixed, which makes budgeting predictable. 

Both options are second mortgages, meaning they are separate from your primary home loan. Lender Express is a mortgage broker, which means we shop lenders on your behalf to find the most competitive terms available for your situation. 

 

Key Benefits

  • Access equity you have already built without selling your home
  • Rates are typically lower than credit cards or personal loans
  • Interest may be tax-deductible when used for home improvements (consult a tax advisor)
  • HELOCs offer flexibility: borrow only what you need, when you need it
  • Home equity loans provide a fixed rate and predictable monthly payment
  • Can be used for renovations, debt consolidation, education, or large expenses
  • We compare multiple lenders to find the right product and terms for you

 

How It Works

  1. You apply and we assess how much equity you have in your home.
  2. We shop our lender network to find the best available options for your credit profile and goals.
  3. You choose between a HELOC or a home equity loan based on your needs.
  4. For a HELOC: you receive a credit line you can draw from during the draw period, typically 5 to 10 years.
  5. For a home equity loan: you receive a lump sum and begin repaying it in fixed monthly installments.
  6. Use the funds for your purpose and manage repayment according to your loan terms.

 

Use our mortgage calculator to estimate how much equity you may be able to access and what your payments could look like. Link: https://lenderexpress.com/mortgage-calculator/

 

Who This Loan Is Best For

  • Homeowners with significant equity who want to fund renovations or improvements
  • Borrowers looking to consolidate high-interest debt into a lower-rate option
  • People covering major life expenses such as education, medical costs, or a business investment
  • Those who want a flexible credit line and are comfortable with a variable rate (HELOC)
  • Borrowers who prefer a fixed monthly payment and a defined payoff timeline (home equity loan)
  • Homeowners who do not want to refinance their existing mortgage or lose their current rate

 

Basic Requirements

Exact requirements vary by lender and your situation. General guidelines include:

  • Sufficient equity in your home — most lenders allow you to borrow up to 80 to 90 percent of your home value minus what you owe
  • Credit score of 620 or higher, though stronger scores qualify for better rates
  • Documented income to support repayment
  • Stable employment history
  • Primary or secondary residence (investment properties may have different rules)

 

Because Lender Express works with multiple lenders, we can often find options even when your profile does not fit the mold of a single bank.

Our Extensive Loan Product Offering Includes:

We leverage advanced lending technology to enhance every stage of the loan journey — from instant calculations and eligibility checks to secure document processing. This platform-driven approach allows us to deliver faster responses while maintaining accuracy and compliance.

  • Conventional Loans (including low down payment options)
  • FHA Loans
  • VA Loans (even for borrowers with credit challenges)
  • USDA Loans
  • Jumbo Loans
  • HELOCs and Home Equity Loans
  • Reverse Mortgages
  • 2-1 Buydowns (help your clients reduce their initial monthly payments)
  • Down Payment Assistance Programs (DPA)
  • Non-QM Loans (for borrowers who don’t fit traditional lending criteria)
  • DSCR Loans (multiple ways to structure for investors)
  • Bank Statement Loans (for self-employed borrowers)

COMMON QUESTIONS

What is the difference between a HELOC and a home equity loan?
A HELOC is a revolving credit line, similar to a credit card, with a variable interest rate. You draw funds as needed during the draw period. A home equity loan is a one-time lump sum with a fixed rate and fixed monthly payment. If you want flexibility, a HELOC may be better. If you want certainty and predictability, a home equity loan is often the stronger choice.
How much can I borrow?
Most lenders allow you to borrow up to 80 to 90 percent of your home's current value, minus the balance on your existing mortgage. For example, if your home is worth $400,000 and you owe $250,000, you may have access to $70,000 to $110,000, depending on the lender.
Do I have to refinance my existing mortgage to get a HELOC?
No. A HELOC or home equity loan is a second mortgage. It is separate from your primary loan. You keep your existing mortgage as-is.
What can I use the funds for?
There are generally no restrictions on how you use the proceeds. Common uses include home renovations, debt consolidation, education expenses, medical bills, and other large costs.
Will a HELOC affect my first mortgage?
No. Your first mortgage stays in place. The HELOC is a separate loan with its own balance, payment, and terms. However, your home serves as collateral for both, so it is important to manage payments on both loans.
How does Lender Express help me find the right option?
As a mortgage broker, we work with a network of lenders rather than just one bank. We compare rates, terms, and product structures to find the option that fits your equity, credit profile, and goals best.

Helpful Tools and Resources

Use our mortgage calculators to estimate how much equity you may be able to access and what your monthly payment options might look like. 

If you are just getting started, our free First-Time Homebuyer Guide covers the fundamentals of homeownership and equity in plain language.

Why Lender Express

We Work for You, Not a Bank

Lender Express is a mortgage broker, not a lender. That distinction matters. We work for you, not for a single bank. Our job is to compare loan options across a wide network and help you find a solution that fits your goals and your situation.


Our loan officers take the time to understand what matters most to you before making any recommendations. The focus is always on clear guidance, honest answers, and helping you make a confident decision.

If you have equity in your home, you may have more options than you think.

Talk to a Lender Express loan officer to find out how much you may be able to access and which product fits your goals best.

Interest Rates, APR’s & programs are illustrations subject to change at any time. These do not constitute a ‘Loan or Good Faith Estimate’ for payments and closing costs. Not all applicants will qualify. APR may vary by product type. Consumer is not obligated to use any party mentioned. Lender Express Mortgage is not affiliated with FHA, VA, USDA or the Federal Government. Lender Express Mortgage, LLC supports Equal Housing Opportunity (www.nmlsconsumeraccess.org) | (888) 286-0367 | 2500 S Power Rd Bldg 9 Ste 133, Mesa, AZ 85209. Regulated by the AZ Department of Financial Institutions. Arizona License #MB-1008082, CA #60DBO-140688, CO #MB-1963444, FL #MBR4665, IA #1963444, OR #1963444, PA #79751, TX #1963444. Figure: 7 tac § 80.200(b) consumer wishing to file a complaint against a company or a residential mortgage loan originator should complete and send a complaint form to the Texas department of savings and mortgage lending, 2601 North Lamar, suite 201, Austin, Texas 78705. Complaint forms and instructions may be obtained from the department website at www.Sml.Texas.Gov. A toll-free consumer hotline is available at 1-877-276-5550. The department maintains a recovery fund to make payments of certain actual out of pocket damages sustained by borrowers caused by acts of licensed residential mortgage loan originators. A written application for reimbursement from the recovery fund must be filed with and investigated by the department prior to the payment of a claim. For more information about the recovery fund, please consult the department’s website at www.Sml.Texas.Gov. Above information and content is accurate as of 6/22.