Frequently Asked Questions



1. What is EquityExcel and how can it take so much time and money off my mortgage?
It’s no secret that mortgages are set up so that your payments, in the early years, go mostly towards paying interest rather than the principal amount of the loan. You typically end up paying substantially more in interest than the loan itself. For instance, a standard $200,000 mortgage loan for 30 years at 6.5 percent interest would amount to an additional $255,000 in interest payments most of which is paid early on. It takes approximately 20 years to pay off 50 percent of the principal!
EquityExcel uses a combination of established methods:
  • Apply more of your monthly mortgage repayment toward principal than interest.
  • Create a tax efficient checking account that saves you interest.
As a result, you can end up easily slicing 15 or more years off your mortgage and saving tens of thousands of dollars – or more – in interest payments, without increasing monthly mortgage payments or paying more toward your mortgage

2. If I am not increasing the monthly payments on my mortgage, how does EquityExcel work?
The EquityExcel system connects your bank account, a home equity line of credit (HELOC), and your mortgage. All transfers of income and additional funds into your HELOC account generate a decrease in your line of credit balance, which in turn lowers the interest you will pay to the bank. This additional interest savings is then used to pay down your line of credit and, ultimately, your mortgage.
By transferring mortgage principal to your line of credit, your monthly mortgage payments are being applied more toward principal. This combination of the factors enables you to pay down your mortgage faster.

3. Is it necessary to apply for a line of credit, and how does it affect my savings and checking accounts?
EquityExcel uses the home equity line of credit as a tax savings and interest-earning vehicle to drive the system. The HELOC operates similarly to a checking account but provides a few special features such as interest leveraging and tax deductibility.

4. Do I need to change banks or make any modifications to my current mortgage?
No. Your current mortgage remains at the same bank without your having to make any changes. Your funds must be diverted from your checking account to your HELOC account, however. You may opt to open your HELOC at a new bank.

5. Does someone else control my mortgage or my accounts?

No. You have total control at all times during this process. At no point in time will we ever take over your mortgage, bank account information, or have any access to your accounts.

6. How is this any different from a biweekly program?
With a biweekly mortgage, instead of paying your mortgage ONCE per month, you make the payment every two weeks. The strategy is that over the course of 12 months you will end up making an additional payment, the 13th, as compared to 12 payments if you paid the mortgage on a monthly basis.
With EquityExcel you generate additional savings, and use your entire monthly surplus cash in your HELOC account, which in turn allows you to place "lump-sum" payments against your principal balance according to a predetermined payment period. This all happens while giving you the security of having access to any emergency funds if they are needed.
Without making that yearly extra principal payment, you still can pay off your mortgage earlier and save thousands in interest. With the extra payment, you can accelerate the savings and you will end up in a better financial position than you would with the biweekly program.

7. Does this program works for individuals who have ARM's or interest-only mortgages?
Yes. This works for any type of mortgages, including ARM’s, interest only, and others. We have tailored our programs uniquely to assist individuals with all the available mortgage products offered in the United States. As long as you want to pay less interest and pay your off mortgage early, this program will work for you.

8. We are planning to move in the future. Will this program still work?
Yes. By using the system, you will build equity in your home faster than with your current mortgage program. When you move, your plan is transferable to meet your new situation at no extra cost.
All the equity built in the account, as well as the equity built with market appreciation, will make a great down payment on your next purchase.

9. What’s the catch? Why haven’t I heard of this approach before?
Mortgage companies obviously profit from long periods of interest payments. They set terms to benefit their business in exchange for the value of lending you money over two or three decades. So, even though mortgage companies might be capable of applying the same financial principles, they are not going to promote a service that will reduce their profits.
EquityExcel is not a mortgage company. Think of us as an independent, personal financial coach who provides you with the tools and service to take care of your mortgage burden. You are in complete control of your finances throughout the process.
Most people have not figured out how to take some of the technical products and combine them into a practical method to save money. We have, and we are excited to show you how to keep thousands of your own money.

10. Is there a downside? Will I lose tax advantages by paying off my mortgage early?
From a cash-flow perspective, which would you prefer: tax deductions or no monthly mortgage payments? Most tax and financial consultants agree that the monetary gains from paying off your mortgage early outweigh the tax advantages in carrying your mortgage to term. We help you to pay off your mortgage earlier not by diverting funds from your investments but from using your money more effectively!
EquityExcel clients are entitled to the same tax benefits as individuals who pay their mortgages off in 15 or 30 years. As a mortgage term matures so the tax advantage declines by that point an EquityExcel client already can own their home.


11. Who’s eligible?
You must have a credit score of at least 660, some equity in your home, and a track record of spending no more than you earn.
You must qualify to receive a home equity line of credit from your bank to be eligible.

12. What if I am self-employed?
We all agree that even though your income is variable every month, your bills are fixed and must be paid. We require that you deposit enough money in the HELOC account to cover your monthly bills. When you are in a position to deposit extra, you will be able to accelerate your interest savings.
All you are doing is that instead of banking in a checking account, you are banking directly from the HELOC. It does not matter if your earning fluctuates or if it is commission based, as long as you transfer sufficient funds to cover your bills, you still will be able to pay off your mortgage early.

13. What if I am a first-time buyer?
EquityExcel is designed to meet your financial requirements as you go through life. It can help fund a wedding, a new car, and a holiday, as well as allow you the flexibility to deal with the financial impact of having a child.

14. What does the mortgage accelerator calculator reveal?
The EquityExcel Mortgage Accelerator calculator is designed to help you determine your mortgage financial future.

It is designed to reveal the number of years it would take to pay off your mortgage and interest savings that you would put back into your pocket all without refinancing or spending more.

You may be thinking that this sounds too good to be true. And if it sounds this way then maybe it is.

I thought this way at first. Therefore we designed this calculator to prove to you there is math behind this and there is certainly no magic.

The mortgage accelerator calculator will determine your savings potential irrespective of whether you have a Fixed Rate Mortgage, Adjustable Rate Mortgage (ARM) or Interest Only Mortgage.

If you have an ARM the savings is calculated on the assumption that you will refinance when your ARM expires.

We further assumed that you would refinance your ARM to another 30 year loan! Would you like to know, how many years it’s going to take you to pay off your mortgage?

Enter your information in the calculator and you will find out:
  • The Financial impact of you paying your mortgage installments over a period of:
    • One month
    • 3 months
    • 6 months
    • 12 months period …
  • How much faster it would take to pay off your mortgage without spending more
  • The mortgage interest savings you will put back into your pocket instead of the bank without spending more or refinancing

The results will surprise you.

If you earn a commission based salary, please estimate your income based on your total fixed expenses for the month. You can still get a realistic estimation of your potential savings by using your fixed expenses as a guide to determine your monthly income

Do not forget to check out the mistakes other home owners are making that’s preventing them from paying off their mortgage: http://www.eqxl.com/index.htm


Go ahead and enter your details in the mortgage accelerator to see how much You can save.

It may just change your life.

15. What does the mortgage payoff calculator reveal?

The Mortgage Payoff Calculator Reveals the Myth in Paying Off Your Mortgage in Less Than 10 Years without Spending More From Your Paycheck

Have you seen the advertisements on the internet in the newspaper and TV ads claiming a new system or new method can help you pay off your mortgage in 2 years, 5 years or under 10 Years without spending more.

I have and strangely enough every time I turn on the radio it seems to get more fascinating. I even heard a claim the other day you can pay off your mortgage in under one year.

Now this sounds way too good to be true. It is and to prove these outrageous claims I have created a mortgage calculator to prove to you that you are right if you gut instinct tells you this is too good to be true.

You can pay off your mortgage in less than 10 years. However we all know that we need to use our hard earned paycheck to do this. If you chose this strategy you will have to sacrifice to accomplish this goal.

If you are considering paying off your mortgage early or just want to find out of the outrageous claims are true or not, please enter your details in the mortgage calculator and you will find out specifically for your situation what you have to give up to pay off your mortgage in under 10 years.

The mortgage calculator is designed to work whether you have a Fixed Rate Mortgage, Adjustable Rate Mortgage or Interest Only Mortgage.

Assuming you have an ARM or interest only mortgage, I have assumed that after your ARM or interest only mortgage expires, you will refinance to a fixed rate mortgage.

Here’s what you will learn when you enter your details in the calculator:
  • The Financial impact your of the mortgage installments over a period of:
    • One month
    • 3 months
    • 6 months
    • 12 months period
  • The total extra cash you need to spend from your pocket to pay off your mortgage in less than 10 years
  • The accurate way to pay off your mortgage early without spending more money.

It is true. You can pay off your mortgage early without spending more money or refinancing on your mortgage. To find out what it really takes, go to http://www.eqxl.com/acceleratorcalculator/

Go ahead and enter your details in the mortgage payoff calculator to see the true cost to pay off your mortgage early and put to bed all those mortgage payoff myths.

Additional definitions:

mortgage: is the pledging of a property to a lender as a security for a mortgage loan. While a mortgage in itself is not a debt, it is evidence of a debt. It is a transfer of an interest in land, from the owner to the mortgage lender, on the condition that this interest will be returned to the owner of the real estate when the terms of the mortgage have been satisfied or performed. In other words, the mortgage is a security for the loan that the lender makes to the borrower.

The term comes from the Old French "dead pledge," apparently meaning that the pledge ends (dies) either when the obligation is fulfilled or the property is taken through foreclosure

Property tax, or millage tax, is an 'ad valorem' tax that an owner pays on the value of the property being taxed.

There are three species or types of property: Land, Improvements to Land (immovable manmade objects; i.e., buildings), and Personalty (movable manmade objects). Real estate, real property or realty are all terms for the combination of land and improvements. The taxing authority requires and/or performs an appraisal of the monetary value of the property, and tax is assessed in proportion to that value. Forms of property tax used vary between countries and jurisdictions.

The special assessment tax may often be confused with the property tax. These are two distinct forms of taxation: one (ad valorem tax) relies upon the fair market value of the property being taxed for justification, and the other (special assessment) relies upon a special enhancement called a "benefit" for its justification.

mortgage tax: tax on new mortgage:, often paid by the borrower

mort•gage tax noun (plural mort•gage taxes)

mortgage interest deduction: A federal tax deduction granted for interest paid on a mortgage used to buy, build, or renovate a residence. The deduction is intended to encourage renters to become homeowners, under the belief that home ownership encourages upstanding citizenship and reduces crime.

Housing interest: Interest on up to $1 million of acquisition debt (used to purchase or improve a home) plus $100,000 of home equity debt is tax deductible. This may be claimed for a principal residence plus one vacation home.

Refinancing: Paying off an existing loan with the proceeds from a new loan, usually of the same size, and using the same property as collateral. In order to decide whether this is worthwhile, the savings in interest must be weighed against the fees associated with refinancing. The difficult part of this calculation is predicting how much the up-front money would be worth when the savings are received. Other reasons to refinance include reducing the term of a longer mortgage, or switching between a fixed-rate and an adjustable-rate mortgage. If there are prepayment fees attached to the existing mortgage, refinancing becomes less favorable because of the increased cost to the borrower at the time of the refinancing.

In other words Refinancing is the refunding or restructuring of debt with new debt, equity, or a combination of both. The refinancing of debt is most often undertaken during a period of declining interest rates in order to lower the average cost of a firm's debt. Sometimes refinancing involves the issuance of equity in order to decrease the proportion of debt in the borrower's capital structure. As a result of refinancing, the maturity of the debt may be extended or reduced, or the new debt may carry a lower interest rate, or some combination of these options.

Refinancing may be done by any issuer of debt, such as corporations and governmental bodies, as well as holders of real estate, including homeowners. When a borrower retires a debt issue, the payment is made in cash and no new security takes the place of the one being paid off. The term "refunding" is used when a borrower issues new debt to refinance an existing one.

"Information is presented for informational purposes only, no liability is assumed with the information presented above"

Source: Wikipedia, MSN Online Dictionary, …


Additional Reading:

How Refinancing Your Mortgage Could Lead You In A Potential Tax Trap

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