Home Equity Loan (HELOAN)

Fixed-Rate Equity Solutions

A Home Equity Loan (HELOAN) is a second mortgage that lets you borrow against your home's equity. Unlike a HELOC, which provides a revolving credit line, a HELOAN gives you a lump sum upfront with a fixed interest rate and predictable monthly payments.

At SRK CAPITAL, we offer a range of HELOAN options with competitive rates. Our experts will help you determine how much equity you can access and structure a loan that fits your financial goals while maintaining manageable monthly payments.

Ready to Tap Into Your Equity?

Let us help you unlock your home's value with a fixed-rate Home Equity Loan.

What Is a Home Equity Loan (HELOAN)?

Understanding Home Equity Loans

A Home Equity Loan is a type of loan that lets you borrow against the equity in your home. Equity is the difference between your home's current market value and the amount you owe on your mortgage. With a HELOAN, you get a lump sum upfront and repay it over a fixed term with set monthly payments. This structure provides predictability and stability in your financial planning.

Key Characteristics

  • Fixed interest rate for predictable payments
  • Lump sum disbursement at closing
  • Second lien position on your property
  • Terms typically range from 5-30 years

Important Note: A HELOAN is secured by your home. While it provides access to significant funds at competitive rates, it's crucial to ensure you can comfortably manage the additional monthly payment alongside your primary mortgage.

Key Features of a HELOAN

Fixed Interest Rate

Unlike other equity based loans, HELOANs usually come with a fixed interest rate. This means your monthly payments stay consistent throughout the loan term.

Lump Sum Disbursement

You get the entire loan amount upfront, making it ideal for large, one-time expenses.

Fixed Repayment Term

Repayment periods can range from a couple of years to 30 years. It depends on the lender and what aligns with your financial goals.

Tax Deductions

The interest paid on a HELOAN can be tax-deductible, especially if the funds are used for home improvements. Consult with a licensed tax advisor for specifics.

How Does a HELOAN Work?

When you take out a HELOAN, you're using your home as collateral. This means the lender has a claim against your property if you fail to repay the loan. The amount you can borrow typically depends on your home's value, the amount of equity you have, and your creditworthiness. Lenders often allow you to borrow up to 80% to 90% of your home's equity.

Collateral

Your home secures the loan, enabling better rates

LTV Ratio

Borrow up to 80-90% of your home's equity

Benefits of Choosing a HELOAN

Predictable Payments

Fixed rates and terms make budgeting easier.

Lower Interest Rates

HELOANs often have lower rates compared to unsecured loans or credit cards.

Access to Large Funds

Borrow a large amount. The total you can borrow is based on your home's equity.

Key Advantage: HELOANs offer the stability and predictability you need for major financial decisions, with fixed rates that protect you from market fluctuations.

Common Uses for a HELOAN

Home Improvements

Enhance your property's value and enjoy upgraded living spaces.

Debt Consolidation

Combine high-interest debts into a single, lower-interest payment.

Education Expenses

Fund tuition or other educational costs, including college tuition.

Major Purchases

Cover significant expenses like medical bills, college tuition, or even buying a house.

Eligibility Requirements

  • Credit Score: A good to excellent credit score improves your chances of approval and favorable terms.
  • Home Equity: Having enough equity in your home is essential. equity in your home
  • Debt-to-Income Ratio (DTI): Lenders assess your ability to manage extra debt.
  • Income Stability: Proof of steady income assures lenders of your repayment ability.

The Application Process

Step 1

Assess Your Equity

Find out your home's current value and subtract your mortgage balance to calculate available equity.

Step 2

Check Your Credit

Review your credit report and score. Take care of any discrepancies or issues beforehand.

Step 3

Gather Documentation

Prepare necessary documents, including proof of income, tax returns, and information about your existing mortgage.

Step 4

Apply with SRK CAPITAL

Finish your application. Our team will guide you through each step, ensuring a smooth process.

Step 5

Appraisal

An appraisal will be ordered to confirm your home's value.

Step 6

Approval and Closing

Once approved, you'll review and sign the loan agreement, and funds will be disbursed.

Important Considerations Before Applying

Risk of Foreclosure

Since your home is collateral, failure to repay can lead to foreclosure.

Closing Costs

Be aware of potential fees, like origination fees, appraisal fees, and closing costs.

Impact on Home Equity

Borrowing reduces the equity you have in your home, which can affect future financial decisions.

⚠️ Important: Since your home is collateral, carefully consider your ability to repay before proceeding

Commonly Asked Questions