How Does a Reverse Mortgage Work?

A reverse mortgage lets older homeowners tap equity. See a rough available amount.

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Estimated funds

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A rough estimate. Real reverse-mortgage proceeds depend on age, interest rates, the lending limit, and fees, and any existing mortgage must be paid off first. Speak with a HUD-approved counselor. Not advice.
About this calculator

How Does a Reverse Mortgage Work?

A reverse mortgage estimator gives a rough idea of the funds a homeowner age 62 or older might access by borrowing against home equity, without a monthly mortgage payment.

How reverse mortgages work

A reverse mortgage lets older homeowners convert equity into cash, a lump sum, line of credit, or monthly payments, with no required monthly repayment; the loan is repaid when the home is sold or the owner leaves. The amount available (the principal limit) rises with age and depends on home value, interest rates, and lending limits.

Weigh the costs carefully

Reverse mortgages carry significant fees and interest that compounds on a growing balance, reducing the equity left to heirs. You must keep up with taxes, insurance, and upkeep to avoid default. They can help some retirees stay in their home, but the decision is complex, HUD requires counseling first. This estimate is illustrative only.

How to use it

  1. Enter your home's value.
  2. Enter the age of the youngest borrower.
  3. Enter any existing mortgage to be paid off.
  4. See a rough estimate of available funds.

Frequently asked questions

Who qualifies for a reverse mortgage?

Generally homeowners age 62 or older with substantial equity, in a home that is their primary residence. HUD counseling is required for the common HECM program.

Do you make payments on a reverse mortgage?

No monthly mortgage payments are required. The balance grows over time and is repaid when the home is sold or the owner permanently leaves.

What's the catch with reverse mortgages?

Fees are high, interest compounds on a rising balance, and it reduces the equity left to heirs. You must still pay taxes, insurance, and maintenance.

See the exact formula and a worked example on our methodology page.

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