Estimate your available proceeds
All fields are needed for an accurate estimate. Nothing is submitted or stored, the math runs right here in your browser.
Get your exact, rate-locked numbers
This estimate gets you oriented. Your real figures depend on a current appraisal and today's locked rate, David can prepare them for you, free and with no obligation.
What this calculator assumes & how it works
- HECM Principal Limit Factors: Uses HUD's published PLF table (effective October 2, 2017) and the 2026 FHA lending limit of $1,249,125. The factor is looked up from your age and the expected interest rate, interpolated between HUD's published points.
- Adjustable (ARM) HECM: Expected rate = the 10-year CMT index plus a 2.25% lender margin, rounded to the nearest ⅛% (with HUD's 3% floor). Supports a lump sum, a growing line of credit, or monthly income. The line-of-credit and monthly figures assume growth at the initial note rate (1-year CMT + margin) plus the 0.5% annual mortgage insurance premium.
- Fixed HECM: Expected rate = the fixed note rate. Requires a single full draw at closing, no line of credit or monthly option.
- Estimated costs: FHA upfront mortgage insurance (2% of the maximum claim amount), HUD's origination-fee formula (2% of the first $200k + 1% above, min $2,500 / max $6,000), and roughly $3,500 in third-party costs. All assumed financed into the loan.
- Proprietary / jumbo (age 55–61, or homes above the FHA limit): A simplified age-based loan-to-value model. These private programs vary meaningfully by lender, a rough starting point only.
- Rates: Reviewed weekly. If the posted rates haven't been refreshed recently, the page will show a notice to contact us for current figures.
- This tool does not pull credit or run a financial assessment (which may require a Life Expectancy Set-Aside). Exact figures come from certified origination software.