HELOC Program
★★★★★

Your 3% mortgage stays
right where it is.

A home equity line of credit sits behind your first mortgage. It does not replace it, it does not reprice it, and it does not touch the rate you locked years ago. You pull from the equity you already built and leave the loan alone.

No credit pull to see where you stand.

90%
Of your home's value, at 720 credit
$750,000
Largest line available
10 years
Interest‑only payments
Untouched
Your first mortgage and its rate

Nine reasons people use a line instead of refinancing.

Most homeowners in San Diego are sitting on a first mortgage they will never be able to replace, and several hundred thousand dollars of equity they cannot reach. A HELOC solves exactly that problem and nothing else.

Tap any card to open it.

A line, a refinance, or a credit card.

Three ways to get at money you need. They are not interchangeable, and one of them is usually obviously right once you see them side by side. Tap any box for the detail.

HELOC
CASH‑OUT REFINANCE
CREDIT CARD / PERSONAL LOAN
✓First mortgage untouchedYour rate and payment do not changeDetail
✗Paid off and replacedNew loan at today's rateDetail
✓First mortgage untouchedUnrelated to your mortgageDetail
–Secured by your homeA second lien on the propertyDetail
–Secured by your homeA first lien on the propertyDetail
✓No collateralNothing is pledgedDetail
–Variable, tied to PrimeFloor 4%, lifetime ceiling 18%Detail
✓Can be fixedLocked for the life of the loanDetail
✗Variable and far higherPriced well above secured debtDetail
✓Reusable as you repayA revolving line, not a lump sumDetail
✗One lump sumAnother need means another loanDetail
–Depends which oneCards revolve, personal loans do notDetail
✓Interest only, 10 yearsThen it amortizesDetail
✗Principal and interestFrom the first paymentDetail
–Minimum, mostly interestOr a short, high paymentDetail
–Underwriting, title, escrowShown to you before you commitDetail
✗Full closing costsOn the whole balanceDetail
✓Usually noneCheapest to openDetail
✓Often no appraisalOn lines at or under $400,000Detail
✗Appraisal usually requiredFull interior inspectionDetail
✓Not applicableNo property involvedDetail
✓Up to 90% of value$25,000 to $750,000Detail
–Typically near 80%Less reachable equityDetail
✗Whatever they decideFar smaller, and revocableDetail
✓ Advantage – Depends on the file ✗ Disadvantage

Two boxes above do not go our way, and they are the two that matter. A credit card does not put your house at risk, and a refinance can lock a fixed rate on the whole balance. If rate certainty on every dollar is what you are after, or if the amount is small enough that unsecured credit is the sane answer, we will tell you that. We earn more on the refinance, which is exactly why you should believe us when we say not to do one.

Every lender looks at the same equity. They do not use the same credit box.

One institution has one HELOC, one combined loan‑to‑value ceiling, one credit minimum and one maximum line. If your file does not fit, that is the end of the conversation. Here is something we bring that a retail bank cannot: we are not one lender's loan officer. When a file needs ninety percent instead of seventy, or a 640 score instead of a 680, or a duplex instead of a single family home, the question is which lender it goes to, not whether we have one.

See Where You Stand

What that looks like on a San Diego house.

Ninety percent of value, minus what you still owe. These are illustrations at common San Diego price points, not quotes, and the real number depends on your credit, your income and the appraised value.

Home valueStill owed90% of valuePotentially available
$800,000$450,000$720,000$270,000
$1,000,000$550,000$900,000$350,000
$1,200,000$600,000$1,080,000$480,000
$1,500,000$700,000$1,350,000$650,000
$2,000,000$900,000$1,800,000$750,000 max

Ninety percent combined loan‑to‑value assumes a 720 credit score on a primary residence. At 680 the ceiling is eighty‑five percent. Investment property is seventy‑five percent at 720 and seventy percent at 680. The largest line available is $750,000, so the last row is capped by the program rather than by the equity. Figures are illustrations only and are not an offer of credit or a commitment to lend.

What people actually do with it.

There is no restriction on what the money is for. These are the reasons it usually comes up.

Most common

Wipe out high‑rate debt

Credit cards, personal loans and anything else carrying a consumer rate. This is the single most common reason a line gets opened, and the arithmetic is usually not close.

Renovation

The remodel you keep deferring

Kitchen, baths, roof, flooring, windows. Work that raises the value of the asset the line is secured by.

California

Build an ADU

An accessory dwelling unit is one of the few improvements in this state that can pay for itself. Very few lenders talk about funding one with equity you already have.

Investing

Down payment on the next property

Use the equity in the house you own to get into the one you want. We handle both sides of that transaction.

Upgrades

Solar, pool, addition

Large one‑time projects where a contractor's financing is usually the most expensive money in the deal.

Family

Tuition and major expenses

Education, a wedding, a medical bill, helping a kid with their own down payment.

Business

Capital for the business

Equipment, payroll, an opportunity with a deadline on it. Often the cheapest capital a small business owner has access to.

Timing

Buy before you sell

Access the equity in the current house so your offer on the next one is not contingent on selling it first.

Consolidation

One payment instead of nine

Sometimes the point is not the rate. It is knowing the exact month everything is gone.

How the line actually works.

Most people picture a HELOC as an untouched credit line sitting there for a rainy day. That is not what this is, and it is better to know that now than three weeks in.

At closing you draw at least seventy‑five percent of the line. There is then a ninety‑day waiting period before you can draw again, and after that, subsequent draws run a $1,000 minimum through the servicer. What that means in practice is simple: this is a line built for a purpose you already have, and we size it to that purpose.

If you are consolidating $170,000 of credit card debt, funding an ADU, or writing a check to a contractor next month, you were drawing it anyway. If you want an emergency fund you never touch, this is the wrong product and we will say so.

Term

Twenty or thirty years. Interest‑only for the first ten, then the balance amortizes over the remaining term. Draw period of three or five years.

Rate

Variable, indexed to the Prime Rate and adjusting monthly. Floor of 4%, lifetime ceiling of 18%. No introductory teaser that resets on you.

Position

Second lien. There has to be an existing first mortgage on the property, which also means a home owned free and clear is not eligible for this particular line.

Underwriting

Full documentation, manually underwritten by a person. Self‑employed borrowers provide two years of signed personal and business returns.

Where the lines are drawn.

Published so you can rule yourself in or out before you spend an hour on it.

Primary residence
90%
Combined loan-to-value at 720 credit
85% at a 680 score. One to four units, and condominiums that are warrantable.
Investment property
75%
Combined loan-to-value at 720 credit
70% at a 680 score. Second homes are eligible at the primary tiers, one unit only.
Debt to income
50%
Maximum, all occupancy types
640 is the floor on our second program, at a lower combined loan‑to‑value.

What works

One to four unit homes, warrantable condominiums, planned developments. Primary residences, second homes and investment property. Non‑occupying co‑borrowers on a primary.

What does not

Manufactured and mobile homes, co‑ops, non‑warrantable condominiums, condotels, mixed use, properties over ten acres, and homes listed for sale in the last six months.

Also required

A clean mortgage payment history for the last twelve months, and title vested in your own name. Properties held by an LLC, corporation or partnership are not eligible on this program.

Sit in the back row. Nobody is going to call you.

A recurring on‑demand session on using home equity without giving up your rate, plus short videos you can watch at eleven at night without talking to anyone.

HELOC vs cash‑out refinance, decided in nine minutes
9 min▶ Watch
What a variable rate really does to your payment
7 min▶ Watch
Paying off $80,000 of cards, the actual math
11 min▶ Watch
Funding an ADU with equity you already have
12 min▶ Watch
Why we draw seventy‑five percent at closing
6 min▶ Watch
Getting a line on a rental property
8 min▶ Watch
Interest‑only for ten years, and what happens in year eleven
10 min▶ Watch
What the closing costs on a line actually are
8 min▶ Watch

Video library and the recurring session are in production. Links go live as each one is recorded.

Four steps, and you do two of them.

No Closing Disclosure waiting period applies to a home equity line, and on most lines under $400,000 there is no appraiser walking through your house. Both of those are structural, not promises.

Tell us the situation

Eight questions, no credit pull, about two minutes. What the house is worth, what you owe, and what the money is for.

We shop the file

We take it to the lender whose credit box it fits, and come back with what is actually available and what it costs.

Documents and valuation

Income, the mortgage statement, insurance. The valuation runs in the background, usually without an inspection.

Sign and draw

Sign, then a three‑day right of rescission on a primary residence, then the funds are released.

The ones we get every week.

Will this affect my current mortgage or my rate?
No. A HELOC is a second lien. Your first mortgage, its rate, its term and its payment stay exactly as they are. This is the main reason homeowners use a line instead of a cash‑out refinance when they are holding a low rate.
How much can I borrow?
Up to ninety percent of your home's value minus what you still owe, with lines from $25,000 to $750,000. The ninety percent tier requires a 720 credit score; at 680 the ceiling is eighty‑five percent. Investment property goes to seventy‑five percent.
What credit score do I need?
Six hundred eighty on the primary program, and we have a path down to 640 at a lower combined loan‑to‑value. Debt‑to‑income up to fifty percent. All borrowers on the loan need a qualifying score.
Do I have to take all the money at once?
You draw at least seventy‑five percent of the line at closing, and the remainder becomes available after a ninety‑day waiting period. Because of that, we size the line to what you are actually doing with it rather than opening one just in case.
Is the rate fixed or variable?
Variable, indexed to the Prime Rate and adjusting monthly, with a floor of four percent and a lifetime ceiling of eighteen percent. We do not use an introductory rate that resets in six or twelve months.
What would my payment be?
For the first ten years you pay interest only on your outstanding balance. After that the balance amortizes over the remaining term, twenty years on a thirty‑year line and ten years on a twenty‑year line. Tell us the amount and we will show you the actual figures.
How long does it take?
Most lines at or under $400,000 do not require an in‑person appraisal, and a home equity line does not carry the three‑day Closing Disclosure waiting period a purchase or refinance has. A primary residence still has a three‑day right of rescission after signing.
Is the interest tax deductible?
It can be when the funds are used to buy, build or substantially improve the home securing the line. That is a question for your tax advisor, not for your lender, and we will not tell you otherwise.
Can I do this on a rental or a second home?
Yes. Investment property qualifies up to seventy‑five percent of value at a 720 score, second homes at the primary tiers on one unit. Two to four unit properties qualify when you live in one of them.
What does it cost to open?
An underwriting fee plus standard third‑party closing costs: title, escrow, recording and credit. We show you the exact number before you commit to anything, next to what it saves against the debt you are retiring. If it does not beat what you are paying now, do not do it.
If I fall behind, is my house at risk?
A home equity line is secured by your home, the same as your first mortgage, so it is a real obligation and we are not going to pretend otherwise. That security is also why the rate is a fraction of what a credit card charges. If the payment does not comfortably fit your budget, that is a reason to borrow less or not at all, and we would rather have that conversation before you sign than after.
Can I pay it off early?
Yes, there is no prepayment penalty. One thing to know up front: if the balance is paid all the way down to zero within a hundred and eighty days of closing, an early payoff provision applies. Past that window, pay it down on whatever schedule you like.
Can I get a line if my house is paid off?
Not on this particular program. It is a second‑lien product, so there has to be an existing first mortgage on the property. If your home is free and clear there are other ways to reach the equity and we will walk you through them.
What if I already have a second mortgage?
The line has to be in second position, so an existing second would need to be paid off or closed as part of the transaction. That is often the point of the line anyway.
★★★★★

Find out what your equity will actually do.

Eight questions, no credit pull, and a real answer from a licensed loan officer instead of a form letter.

1st Choice Home Team is not a government agency and is not affiliated with, endorsed, sponsored or approved by any government agency. Jorge Antonio Murillo, Broker Owner.

All loans are subject to credit approval, income and asset verification, property valuation and program guidelines. Not all applicants will qualify. Program terms, guidelines and availability are subject to change without notice. A home equity line of credit is secured by a lien on your home and is subject to a maximum combined loan-to-value that varies by credit score, occupancy and property type; the figures shown on this page reflect current program maximums of wholesale lenders we are approved with and are not a guarantee of approval or of any particular line amount. The interest rate on this line is variable, is indexed to the Prime Rate and adjusts monthly, and is subject to a floor and a lifetime maximum; your rate will change over the life of the line. This line is a second lien product and requires an existing first mortgage on the subject property. A minimum initial draw and a draw lock-out period apply. An underwriting fee and customary third-party closing costs apply. Equity access illustrations shown are hypothetical examples at selected property values, are provided for general information only, and do not reflect any particular borrower, property or credit profile. Closing timelines and valuation methods referenced are dependent on a complete file, the property and third parties, and are not a guarantee. Consult a tax advisor regarding the deductibility of interest. Nothing on this page is an offer of credit, a commitment to lend, or an advertisement of specific credit terms.

Licensing information available at NMLS Consumer Access, www.nmlsconsumeraccess.org. Equal Housing Opportunity.

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