Thread: Home Equity????
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Old 09-19-2006, 10:51 PM   #4
Draug
First Line Centre
 
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Join Date: Jul 2002
Location: Calgary, Alberta
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Quote:
Originally Posted by brownie View Post
Do they blend it right in with the mortgage or is it totally seperate???
Brownie
You can have it either way.

Teamchachi, above, has his entire balance owing as a secured line of credit.

I, on the other hand, have a blend of a traditional mortgage and secured line of credit. It is called a Matrix Mortgage, and the one I have is with FirstLine Mortgages.

The first $190K is a traditional 5 yr closed mortgage, with a fixed rate of 5.5%. As is typical, a payment comprised of interest and principle is required each month. A one time, yearly, payment can be made in addition to the monthly payments, and that amount can be up to 20% of the outstanding balance. Additionally, the monthly payments can be increased by up to 25% each year if I desire, or decreased by the same amount if I ever had increased it.

The amount from $190K to 75% of the total value of my home is a secured line of credit, that floats at prime (6% right now). Only the interest is payable each month, on the balance of the line of credit. As I pay principle on the $190K mortgage part, it becomes available to borrow with the line of credit. In practice, I can always have outstanding debt that equals 75% of my home's value, if I desire. All, or part, of the line of credit can be paid at any time.

This type of mortgage is a great product for me. It is awesome having over $150K instantly available by just writing a cheque. Very quick access to the money can allow you can take advantage of all kinds of investment opportunities that, otherwise, you may not have been able to. I could have gone with the full 75% HELoC, as Teamchachi did, but it was a little too risky for my taste - I didnt want to have to deal with a huge debt load if the prime rate shot up too far and too fast, at a time when I happened to be using the line of credit. I felt the Matrix Mortgage was a good blend for me and my situation at this point.
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