Home Mortgage Qualifying Worksheet
Monthly Gross Income
Borrower’s annual income $________
Co-borrower’s annual income +________
Total gross annual income $________
Divide total gross annual income by 12 ÷_____12_
Total monthly gross income $________(A)
Allowable Monthly Housing
Cost
Total monthly gross income (A) $________
Multiply by 28% x____.28_
Allowable monthly housing cost $________(B)
Mortgage Amount
Home purchase price $________(C)
Down Payment –________
Mortgage loan amount $________(D)
Monthly Taxes and Insurance
Home purchase price $________
Multiply by .0025 (local requirements vary) x__.0025_
Estimated monthly taxes and insurance $________(E)
Monthly Housing Cost
Monthly payment (P&I) on 30-year loan
[use chart on page 12 based on (D)] $________
Estimated monthly taxes and insurance (E) +________
Condo or homeowner’s fee (if applicable) +________
Total monthly housing cost $________(F)
Allowable Monthly Debt
Total monthly gross income (A) $________
Multiply by 36% x____.36_
Allowable total monthly debt $________(G)
Other Monthly Debt Payments
Car payment $________
Credit card(s) payments +________
Student loan +________
Other +________
Total other monthly debt payments $________(H)
Total Monthly Cost
Total monthly housing Cost (F) $________
Total monthly Debt (H) +________
Total monthly cost $________(I)