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Home Equity Loan · Eligibility

Home Equity Loan Eligibility

Eligibility rests on your equity, credit and income, and property type — with the best terms on primary residences.

MBReviewed by Mike Basti, Mortgage Broker & Founder · NMLS #377740
Quick Answer

You’re likely eligible with meaningful equity (CLTV under ~80–85%), solid credit, verifiable income, and an eligible property. Primary homes get the best pricing; second homes and rentals are possible with select lenders.

Borrower factors

Lenders assess credit, income stability, and DTI. Strong equity can offset a borderline factor, and the fixed structure makes qualifying straightforward once value is confirmed.

Property factors

Primary residences get the widest options; second homes and investment properties qualify with fewer lenders at lower CLTV. Condos and 2–4 units are generally eligible.

Frequently asked questions

Can self-employed borrowers qualify?

Yes — some lenders accept bank-statement documentation. We match you to one that reads self-employed income fairly.

Will it change my first mortgage?

No. It’s a separate second lien, so your existing first mortgage and its rate remain untouched.

Is there a minimum loan amount?

Lenders set minimums (often $25k–$50k). We’ll confirm which lenders fit your target amount.

Save Financial is a California-licensed mortgage brokerage (NMLS #377740, DRE #01875766). Figures are illustrative for 2026 and not an offer of credit.

Need a fixed lump sum from your equity?

Talk to a licensed California mortgage broker for a free, no-obligation consultation.