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Home Equity Loan · The Process

The Home Equity Loan Process

A home equity loan closes much like a mortgage — clear steps ending in a single lump-sum disbursement.

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

Steps: 1) application & equity estimate; 2) income/credit review; 3) appraisal; 4) underwriting; 5) closing (with a right to cancel); 6) lump-sum funding at your fixed rate.

Application to closing

We take your application, verify income and credit, order the appraisal, and complete underwriting to set your loan amount and fixed rate. Primary-residence loans include a three-day right to cancel.

Funding and repayment

At funding you receive the full lump sum, and fixed monthly payments begin. There’s no draw period — you get all the money at once, which suits a known, one-time expense.

Frequently asked questions

When do I get the money?

All at once at funding, after the rescission period on a primary residence.

Can I pay it off early?

Usually yes; we’ll disclose any prepayment terms up front.

How long does it take?

Commonly a few weeks from application to funding, depending on the appraisal.

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.