🏦 DRAW PERIOD · REPAYMENT PHASE · PAYMENT SHOCK · VARIABLE RATE

HELOC Calculator

Calculate your Home Equity Line of Credit payments for both the draw period (interest-only) and repayment period (principal + interest). Includes payment shock analysis and variable rate scenarios.

HELOC Details

Draw & repayment inputs

CREDIT LINE

$25,000 remaining in credit line

Current Interest Rate (APR)9.0%

DRAW PERIOD

Draw Period Payment Type

REPAYMENT PERIOD

RATE SCENARIOS

For “what-if” analysis of the repayment payment

Draw Period Payment

$563

Interest-only

Draw period
10 yrs total
Time remaining
10 yrs left
Interest rate
9.0% APR

Repayment Period Payment

$675

Full P&I

Repay period
20 yrs
Total repay interest
$86,951
Total interest
$154,451

Payment Shock: +20% increase. Your payment will jump from $563/mo to $675/mo when the draw period ends in 10 yrs. Plan ahead or make extra principal payments now.

HELOC Lifetime Timeline

Draw10yr
Repayment20yr

Amount Drawn

$75,000

Avail. Credit

$25,000

Draw Int. (Total)

$67,500

Repay Int. (Total)

$86,951

All Interest

$154,451

Total Cost

$229,451

Variable Rate Scenarios (Repayment Payment)

Current Rate

9.0%

$675/mo

Rate +1%

10.00%

$724/mo

Rate +2%

11.00%

$774/mo

Monthly Payment Over Time

$0k$2k$4k$6k$9kY1Y4Y7Y10Y13Y16Y19Y22Y25Y28
Draw period Repayment period

Payment Schedule

YearPhasePaymentPrincipalInterestBalance
Year 1DRAW$6,750$0$6,750$75,000
Year 2DRAW$6,750$0$6,750$75,000
Year 3DRAW$6,750$0$6,750$75,000
Year 4DRAW$6,750$0$6,750$75,000
Year 5DRAW$6,750$0$6,750$75,000
Year 6DRAW$6,750$0$6,750$75,000
Year 7DRAW$6,750$0$6,750$75,000
Year 8DRAW$6,750$0$6,750$75,000
Year 9DRAW$6,750$0$6,750$75,000
Year 10DRAW$6,750$0$6,750$75,000
Year 11REPAY$8,098$1,405$6,693$73,595
Year 12REPAY$8,098$1,536$6,561$72,059
Year 13REPAY$8,098$1,680$6,417$70,379
Year 14REPAY$8,098$1,838$6,259$68,541
Year 15REPAY$8,098$2,010$6,087$66,530
Year 16REPAY$8,098$2,199$5,898$64,331
Year 17REPAY$8,098$2,405$5,692$61,926
Year 18REPAY$8,098$2,631$5,467$59,295
Year 19REPAY$8,098$2,878$5,220$56,417
Year 20REPAY$8,098$3,148$4,950$53,269
Year 21REPAY$8,098$3,443$4,655$49,826
Year 22REPAY$8,098$3,766$4,332$46,060
Year 23REPAY$8,098$4,119$3,978$41,941
Year 24REPAY$8,098$4,506$3,592$37,435
Year 25REPAY$8,098$4,928$3,169$32,507
Year 26REPAY$8,098$5,391$2,707$27,116
Year 27REPAY$8,098$5,896$2,201$21,220
Year 28REPAY$8,098$6,449$1,648$14,771
Year 29REPAY$8,098$7,054$1,043$7,716
Year 30REPAY$8,098$7,716$381$0

How a HELOC Works — Draw Period vs Repayment Period

A HELOC (Home Equity Line of Credit) is a revolving credit line secured by your home’s equity. Unlike a home equity loan that hands you a lump sum up front, a HELOC lets you borrow as needed, up to your credit limit, during the draw period — and the two phases of a HELOC have fundamentally different payment structures, which is exactly what this calculator is built to compare. If a fixed-rate lump sum suits you better, see our Home Equity Loan Calculator instead.

The Two Phases Explained

Draw Period (5–10 years typical)

While the line is open, most lenders only require interest on whatever you’ve actually drawn — the principal balance doesn’t shrink unless you choose to pay extra.

Monthly Draw Payment = Balance × (Rate ÷ 12)

Example: $75,000 drawn at 9% → $75,000 × 0.0075 = $562.50/mo.

Repayment Period (10–20 years typical)

Once the draw period closes, the balance is amortized like a standard loan — every payment now includes principal, so the payment jumps even if the rate never moves.

M = P × [r(1+r)ⁿ] ÷ [(1+r)ⁿ − 1]

Same $75,000 at 9% over 20 years → $674.79/mo, a jump of roughly 20%.

Understanding Payment Shock

Payment shock is the sudden increase in your required monthly payment the moment a HELOC rolls from interest-only into full amortization. Even with a flat rate, the payment can jump 50–200% because you’re now repaying principal over a shorter remaining window than the original interest-only math implied. It’s the same underlying mechanic that makes an interest-only mortgage feel deceptively cheap early on — see our Mortgage Calculator for a fully amortizing comparison.

HELOC Variable Rates — How Rate Changes Affect You

Most HELOCs carry a variable rate pegged to a benchmark such as the Prime Rate or SOFR plus a lender margin. When that benchmark moves, both your draw-period and repayment-period payments move with it — most lines also carry a lifetime cap and sometimes a periodic cap limiting how fast the rate can climb. The rate-scenario buttons above let you stress-test what a 1-point or 2-point rise would do to your repayment payment before it happens. If a predictable, fixed-rate payment matters more to you than flexibility, our Loan Calculator models fixed-rate alternatives.

Best Uses for a HELOC

Phased Renovations

Draw funds as each phase completes — kitchen first, then bathrooms — rather than borrowing the full amount up front.

Tuition Payments

Draw once per semester as bills come due, keeping interest-only payments low while a student finishes school.

Emergency Reserve

Keep a HELOC open as a backup fund — you only pay interest on what you actually use, and draw only if you need it.

Business Cash Flow

Self-employed borrowers can use a HELOC as a low-cost revolving credit facility for irregular income months — pair it with our Salary Calculator to gauge affordability.

— FAQ

Frequently Asked Questions

Common questions about HELOCs, draw periods, repayment, and payment shock.