Self-Employed HELOC in Texas

Texas is the one state where a home equity line behaves differently from the day it starts. The rules are constitutional, they protect the homestead, and they add time. None of them change the income side: 12 months of deposits, no tax returns.

Texas is one of the 30 states this program covers, and the only one with its own timeline. The income file is the same — 12 months of deposits through a read-only bank connection, no tax returns — and the line is fixed-rate per draw. What differs is the closing: Texas home-equity lending is governed by the state constitution, which sets a waiting period, dictates where you can sign, limits how much of the home's value can be borrowed against in total, and allows only one home-equity loan on a homestead at a time. Korbin Spangenthal is licensed to originate in Texas.

What the Texas constitution changes

What does not change

The income review. Twelve months of deposits into the account that receives the business's revenue are the income, verified in about two minutes through a bank connection, with no tax returns, Schedule C, K-1s, P&L or CPA letter. For Texas that covers the oilfield service companies and royalty owners of the Permian and Eagle Ford, the owner-operators on I-10, I-35 and I-45, the builders and trades riding the growth of Austin, Dallas–Fort Worth, Houston and San Antonio, the real estate agents in all of them, and the practice owners whose S-corp pays a modest salary. Texas has no state income tax, which does not stop the federal return from being written to show as little as possible.

Other Texas specifics

Timeline in Texas. Roughly three weeks on a clean file, driven by the 12-day waiting period and the in-person signing. Everything before the signing is electronic.

Common questions

I already have a HELOC on my Texas house. Can this go behind it?

Generally not. Texas allows one home-equity loan on a homestead at a time, so the new line would pay off and replace the existing one at funding. A purchase first mortgage is different and stays in place.

Why can't I sign at home like a refinance elsewhere?

The Texas constitution requires a home-equity loan to close at the office of the lender, a title company or an attorney. The rest of the process is electronic.

Does the five-day funding apply in Texas?

No. The 12-day waiting period after application and notice means a clean Texas file runs about three weeks.

My land has an ag exemption. Does that matter?

Yes. Texas excludes agricultural-use land from home-equity lending (other than dairy). The homestead acreage without the ag designation is what a home-equity loan can attach to; ask before assuming either way.

Keep reading

Texas: the rules explained, the deposits counted

Soft pull, two-minute bank connection, no tax returns. Licensed in Texas, and honest about the timeline.

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