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Definition

The repayment period is the phase of a HELOC that follows the draw period — typically 10 to 20 years — during which you can no longer borrow and must repay the outstanding balance through fixed principal-and-interest payments. Because you're now paying both principal and interest on the full balance, monthly payments can increase sharply compared to the draw period's interest-only minimums.

Example

You owe $40,000 on your HELOC at 7.5% APR when the draw period ends. You enter a 20-year repayment period. Your new monthly payment is $322 — covering both principal and interest ($40,000 × [0.00625 × (1.00625)240] / [(1.00625)240 − 1]). This is $72 more per month than the $250 interest-only payment you were making. Over 20 years, total interest during repayment is approximately $37,280.

How It's Calculated

Repayment Period Monthly Payment = B × [r(1+r)n] / [(1+r)n − 1], where B = balance at end of draw period, r = monthly rate (annual rate / 12), n = repayment term in months.

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Related Terms

The repayment period is when many HELOC borrowers face payment shock — a sudden increase in their required monthly payment as principal repayment begins. Planning ahead for this transition, or using the draw period to pay down extra principal, is essential. Our HELOC accelerator calculator lets you model different payoff strategies to minimize interest and avoid payment shock.