Asset Qualifier/Asset Income Lift Income Calculations

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Asset Qualifier Income Calculator | American Heritage Lending TPO

Borrower Information

Loan Details & Requirements

Assets

Asset Type Adjustment Percentages
Checking/Savings/Money Market/Annuities/Cash Value Life Insurance 100%
Stocks/Bonds/Mutual Funds 75%
Retirement Assets (≥ 59½ years old) 75%
Retirement Assets (< 59½ years old) 70%
Asset Name Account Number Asset Type Account Balance Adjusted Amount Down Payment Source
Minimum Assets Required
$0
(Loan + Down + Costs + Reserves) × 110%
Adjusted Total Assets
$0
After down payment deduction (if applicable)
Qualified Monthly Income
$0
Adjusted Assets ÷ 60 months
Enter asset information to calculate qualification

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