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The Supplemental Loan: Adding Debt Without Refinancing

When your low rate is worth keeping. How to extract equity while preserving your existing Freddie Mac loan.

Definition

Supplemental Loan: A second mortgage placed behind your existing Freddie Mac first lien, allowing you to extract equity without refinancing. The supplemental is subordinate to the senior loan, and both loans must be serviced together with combined DSCR and LTV constraints.

When Does a Supplemental Make Sense?

You locked a 4.5% rate in 2021. Today's rates are 7%+. Your property has appreciated, your NOI has grown, and you need capital—but refinancing would mean:

Losing Your RateTrading 4.5% for 7%+ increases debt service by 50%+
Paying Prepayment PenaltyYield maintenance or defeasance could cost $100K+
Resetting Your TermStarting over with a new 5-10 year loan

A supplemental loan lets you tap your equity while keeping the original loan in place. You get new capital at today's rates—but only on the incremental amount, not your entire debt stack.

The Blended Rate Advantage: If you have $1.5M at 4.5% and add $300K supplemental at 7%, your blended rate is ~4.9%—far better than refinancing the entire $1.8M at 7%.

How Does Supplemental Sizing Work?

Supplemental loans are constrained by both LTV and DSCR—calculated on the combined debt stack:

Combined LTV = (Senior Balance + Supplemental) ÷ Current Appraised Value
Combined DSCR = NOI ÷ (Senior Debt Service + Supplemental Debt Service)

Supplemental Sizing Example

Scenario: Property with $1,500,000 senior loan at 4.5%, current value $2,500,000, NOI of $175,000.

ConstraintCalculationMax Supplemental
LTV (80% max)$2.5M × 80% = $2M total − $1.5M senior$500,000
DSCR (1.20x min)$175K NOI ÷ 1.20 = $145.8K max DS; Senior DS = $91K~$400,000
Binding ConstraintDSCR limits supplemental to ~$400,000

The DSCR Squeeze: Higher supplemental rates mean higher debt service per dollar borrowed. At 7%, you need more NOI to support the same loan amount vs. your 4.5% senior. DSCR often binds before LTV on supplementals.

What Are the Supplemental Requirements?

Freddie Mac's Guide Section 5.10 governs supplemental loans. Key requirements:

RequirementStandardNotes
Seasoning12 months minimumSenior loan must be 12+ months old
Term Match≤ Senior remaining termSupplemental can't outlive the senior
Combined LTV80% max (75% cash-out)Same LTV limits as new origination
Combined DSCR1.20x minimumCalculated on total debt service
Amortization30 years (or match senior)Can match senior's remaining amortization
PrepaymentMatches senior structureUsually yield maintenance or defeasance

What's the Supplemental Process?

A supplemental requires full underwriting—almost like a new loan, but faster because the property and borrower are already in the system:

StepTimelineWhat Happens
1. Request from ServicerWeek 1Contact your servicer to initiate supplemental request
2. Updated FinancialsWeek 1-2Current T-12, rent roll, borrower financials (Form 1115)
3. New AppraisalWeek 2-4Updated Form 1025 appraisal required
4. UnderwritingWeek 3-5Combined DSCR/LTV analysis, rate lock
5. Subordination AgreementWeek 5-6Form 1067 subordination executed
6. ClosingWeek 6-8Fund supplemental, record second lien

Faster Than Refinance: Supplementals typically close in 45-60 days vs. 60-90 for a full refinance. The property is already in Freddie's system, reducing due diligence time.

What Is the Blended Rate Calculation?

Your effective cost of capital is the weighted average of both loans:

Blended Rate = (Senior Balance × Senior Rate + Supp Balance × Supp Rate) ÷ Total Balance

Blended Rate Example

LoanBalanceRateAnnual Interest
Senior$1,500,0004.50%$67,500
Supplemental$400,0007.25%$29,000
Combined$1,900,0005.08%$96,500

Compare this to refinancing the entire $1.9M at 7.25%: $137,750 annual interest. The supplemental saves $41,250/year.

The Blended Rate Trap: Don't just compare rates—compare total cost. If supplemental fees are 2% ($8,000) and you're only keeping it for 2 years, factor that into your effective rate. Short holds can make supplementals less attractive.

When Does Supplemental NOT Make Sense?

SituationWhy Supplemental FailsAlternative
Senior Rate Near MarketNo rate savings to protectFull refinance for better terms
Short Remaining TermSupplemental capped at senior's remaining termWait and refinance at maturity
Value DeclinedNo equity to tapNo supplemental possible
NOI DeclinedCombined DSCR won't workFix operations first
Need Maximum ProceedsBlended rate limits sizing vs. fresh loanRefinance if proceeds matter more than rate

What Are the Costs?

FeeTypical AmountNotes
Origination Fee0.75% - 1.00%On supplemental amount only
Appraisal$3,000 - $5,000Updated Form 1025 required
Legal/Processing$5,000 - $10,000Subordination documentation
Title Endorsement$1,500 - $3,000Second lien title insurance

Total typical cost: 1.5% - 2.0% of supplemental amount. On a $400K supplemental, expect $6,000 - $8,000 in closing costs.

How Does the Subordination Work?

The Form 1067 Subordination Agreement governs the relationship between senior and supplemental loans:

Payment PrioritySenior loan gets paid first in all scenarios
Default RightsSenior can foreclose without subordinate consent
Cross-DefaultDefault on either loan defaults both
Modification LimitsSenior can't be modified without subordinate consent

Same Servicer Advantage: Freddie Mac requires both loans be serviced by the same servicer. This simplifies payment processing and reduces coordination issues. Your monthly payment covers both loans.

What's the Prepayment Structure?

Supplemental prepayment typically mirrors the senior loan structure:

If Senior HasSupplemental Will Have
Yield MaintenanceYield maintenance (same formula)
DefeasanceDefeasance (separate portfolio)
Step-DownMatching step-down schedule

The Prepayment Coordination: If you want to prepay the supplemental, you typically must prepay the senior too (or vice versa). The loans are tied together—you can't just pay off one and keep the other.

Supplemental Loan Checklist

  • Confirm Seasoning: Is your senior loan 12+ months old?
  • Calculate Equity: Current value minus senior balance = available equity
  • Run Combined DSCR: Will NOI support both debt service payments at 1.20x?
  • Compare Blended Rate: Is supplemental cheaper than full refinance?
  • Check Remaining Term: Does senior have enough term left for your needs?
  • Factor All Costs: Include fees, rate differential, and prepayment scenarios

The Bottom Line: A supplemental loan lets you tap equity without sacrificing a below-market rate. But it's not free money—you're adding debt service at current rates and reducing your DSCR cushion. Run the math carefully: sometimes keeping your rate is worth it, sometimes a clean refinance makes more sense.

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