(949) 408-7969 info@claviscapitalgroup.com 1820 E Garry Ave #203, Santa Ana, CA 92705
NMLS# 2343894
Home Equity

Access Your Equity
Without Touching
Your First Mortgage.

Rates have changed since you bought. A HELOC or fixed second mortgage lets you tap into your home's equity while keeping your existing low rate exactly where it is.

Keep your current first mortgage rate intact
Access up to 90% CLTV on select programs
HELOC: flexible draw line with interest-only option
Fixed 2nd: lump sum, predictable payments
Close in as little as 2–3 weeks

See How Much You Can Access

No obligation · No hard credit pull

By submitting, you agree to be contacted by Clavis Capital Group. NMLS# 2343894.

HELOC vs. Fixed Second Mortgage

Both let you access equity without refinancing your first mortgage. The difference is how you receive the funds and how you repay them.

HELOC

Home Equity Line of Credit

A revolving line of credit secured by your home equity. Draw what you need, when you need it — similar to a credit card, but at mortgage rates.

Draw period10 years (interest only)
Repayment period10–20 years
Rate typeVariable (Prime-based)
Max CLTVUp to 90%
Min. credit score640+
Line amounts$25K – $500K
Draw and repay repeatedly during draw period
Pay interest only on what you use
Rate adjusts with Prime — can go up or down
Best for ongoing needs: renovations, tuition, reserves
Fixed 2nd Mortgage

Fixed Second Mortgage

A one-time lump sum loan at a fixed rate, secured by your home equity. Predictable payments from day one — no variable rate risk.

DisbursementLump sum at closing
Loan term10, 15, or 20 years
Rate typeFixed
Max CLTVUp to 85–90%
Min. credit score640+
Loan amounts$25K – $500K
Same payment every month for the life of the loan
Receive full amount upfront at closing
No rate risk — locked in from day one
Best for one-time needs: debt payoff, renovations, down payment on investment

Your Equity Is Working Capital

Most homeowners in Southern California and South Florida are sitting on significant equity right now. Between appreciation and years of paydown, that equity is accessible — without giving up a mortgage rate you may have locked in years ago.

The maximum you can borrow is determined by your Combined Loan-to-Value (CLTV) — the total of your first mortgage balance plus the new second mortgage, divided by your home's current value.

Most programs allow up to 85–90% CLTV. At 90% CLTV on a $900,000 home, the total debt allowed is $810,000. If your first mortgage balance is $550,000, you could access up to $260,000.

Equity Access Estimator

Total home equity
Max total debt at 90% CLTV
Estimated max access

* Based on 90% max CLTV. Assumes 780+ FICO score. Actual available amount varies by lender, property type, and qualification.

Apply Now to Access Your Equity →

Put Your Equity to Work

Home equity is one of the most affordable forms of capital available. Here's how our borrowers are using it.

🔨

Home Renovations

Kitchen, ADU, bathrooms — projects that increase your home's value while you finance them at mortgage rates.

💳

Debt Consolidation

Pay off high-interest credit cards and auto loans. Consolidate into a single, lower-rate payment and free up monthly cash flow.

🏘️

Down Payment on Investment Property

Use equity from your primary home to fund the down payment on a rental or DSCR property purchase.

🎓

Education

Fund tuition at rates that typically beat private student loans, without the student loan paperwork.

💼

Business Capital

Inject capital into your business at borrowing costs far lower than business lines of credit or SBA loans.

🛡️

Emergency Reserves

Open a HELOC as a standby line — pay nothing unless you draw on it, but have six figures available when you need it.

HELOC vs. Fixed 2nd vs. Cash-Out Refi

Three ways to access equity — here's how to choose the right one for your situation.

Feature HELOC Fixed 2nd Mortgage Cash-Out Refi
Touches first mortgage? No No Yes — replaces it
Rate structure Variable (Prime) Fixed Fixed or ARM
Funds disbursement Draw as needed Lump sum Lump sum
Best if current rate is low ✓ Yes ✓ Yes ✗ Loses your rate
Closing costs Low (often $0) Low–moderate Higher (2–3%)
Best for Ongoing / flexible needs One-time large expense Major cash need + rate reset

HELOC & 2nd Mortgage FAQ

No — a HELOC or fixed second mortgage is a separate lien on your property. Your existing first mortgage stays exactly as it is: same lender, same rate, same payment. The second lien is subordinate to your first, which is why it's sometimes called a "junior lien." Your first mortgage is completely unaffected.
During the draw period (typically 10 years), you can borrow and repay from the line repeatedly, and payments are often interest-only on the outstanding balance. After the draw period ends, you enter the repayment period (typically 10–20 years), during which you can no longer draw and must repay the outstanding principal plus interest. Many borrowers refinance the balance at the end of the draw period rather than fully amortizing it.
Yes, though most standard HELOC programs require traditional income documentation (tax returns, 1099s). If your tax returns significantly understate your income, we can look at bank statement second mortgage programs with select lenders. These are less common than bank statement first mortgages but do exist for borrowers with strong equity positions.
Most HELOCs and fixed second mortgages close in 2–3 weeks with a complete file. Some lenders offer expedited programs for strong-profile borrowers that can close in as few as 10 business days. The main timeline driver is the appraisal and any subordination or title requirements. We'll give you a realistic timeline at application.
In many cases, yes — HELOC interest may be tax deductible when the funds are used to substantially improve your home. Under current IRS rules, interest on home equity loans is deductible if the funds are used to buy, build, or substantially improve the property that secures the loan. Using the funds for other purposes (debt consolidation, tuition, etc.) may not qualify. Always consult a tax advisor for guidance on your specific situation.

Find Out How Much Equity You Can Access

Tell us your home value and current mortgage balance — we'll run the numbers and walk you through your options in one call.

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