Self Employed Eligibility Calculator

Check your self-employed readiness for secure financing today. Adjust inputs to see payment comfort instantly. Make smarter decisions before speaking with a qualified lender.

Enter Your Details

Used for display only.
Average over recent months.
Regular operating costs.
Depreciation, one-time items, etc.
Salary, rental income, spouse income, etc.
Credit cards, loans, leases, etc.
Use an approximate recent score.
How long you have been operating.
Used to adjust risk thresholds.
Leave 0 to auto-estimate from credit and risk.
Advanced documentation inputs
These fields increase or reduce the risk-adjusted DTI limit. Strong documentation generally improves approval strength.
Reset
Results appear above this form after submission.

Example Data Table

Scenario Gross Revenue Expenses Add-backs Existing Debts Credit Months Desired Loan Term Estimated APR Typical Outcome
Stable profile 300,000 160,000 20,000 25,000 680 18 800,000 36 Auto Eligible or review, depending on ratios.
Tight cashflow 180,000 140,000 0 35,000 610 10 900,000 24 Auto Often needs review or reduction in amount.
Strong documentation 450,000 210,000 30,000 20,000 740 30 1,200,000 48 12.00% More likely eligible with competitive terms.
Values are illustrative and not lender quotes.

Formula Used

Qualifying income
Net Profit = (Gross Revenue − Expenses) + Add-backs
Qualifying Income = Net Profit + Other Income
Add-backs can include depreciation or one-time costs.
Monthly payment
Payment = P × r ÷ (1 − (1 + r)−n)
Where P is loan amount, r is monthly rate (APR/12), and n is the term in months.
Debt-to-income (DTI)
DTI = (Existing Debts + New Payment) ÷ Qualifying Income
The calculator uses a risk-adjusted DTI limit based on credit, time in business, documentation, and industry risk.
Cashflow coverage (DSCR)
DSCR = Qualifying Income ÷ (Existing Debts + New Payment)
DSCR above 1.20 typically indicates stronger affordability.
Estimated maximum loan
First, compute the maximum affordable payment at the DTI limit:
Max Payment = (Qualifying Income × DTI Limit) − Existing Debts
Then invert the amortization formula to estimate a maximum principal:
Max Loan = Max Payment × (1 − (1 + r)−n) ÷ r
Note: This tool provides estimates for planning only. Lenders may use different income averaging methods, require additional documents, and apply their own underwriting policies.

How to Use This Calculator

  1. Enter your average monthly revenue and normal business expenses.
  2. Add any monthly add-backs like depreciation or one-time items.
  3. Enter other stable income and your existing monthly debt payments.
  4. Provide your approximate credit score and months in business.
  5. Set your desired loan amount, term, and optional APR.
  6. Open advanced inputs to include documentation availability.
  7. Click Check Eligibility to see results above the form.
  8. Use the CSV or PDF buttons to save your report.

Income

Self-employed underwriting starts with consistent monthly revenue. Use an average that reflects recent deposits, not your best month. In the example table, 300,000 gross minus 160,000 expenses plus 20,000 add-backs yields 160,000 qualifying income. That income becomes the base for affordability ratios. If revenue is seasonal, consider entering a conservative figure so the estimate stays realistic. Many lenders average 12 to 24 months; if you have less history, use shorter averages and expect review.

Expenses

Expense inputs matter as much as sales. Lenders often review recurring costs and remove unusually low months. Track fixed bills, payroll, subscriptions, and taxes you pay monthly. If your expenses rise by 20,000, qualifying income falls by the same amount, pushing DTI higher. Add-backs should be defensible, such as depreciation or one-time repairs, and not routine spending.

Capacity

The calculator compares debts to income using a risk-adjusted DTI limit, typically 35% to 50%. It also shows DSCR, which measures cashflow coverage after the new payment. For instance, if existing debts are 25,000 and the new payment is 28,000, total obligations are 53,000. With 160,000 qualifying income, DTI is 33.1% and DSCR is 3.02, supporting stronger eligibility.

Evidence

Documentation improves confidence and pricing. Two years of tax returns plus 12 months of bank statements is treated as strong evidence here. Moderate proof may still pass with higher credit and longer history, while limited proof tightens the DTI limit. Industry risk can also raise the estimated APR, increasing payment size. Always validate figures with your own statements before applying.

Next steps

Use the maximum payment and maximum loan outputs to plan your target. If the tool suggests a smaller affordable loan, lower debts, extend the term, or increase verified income. Improving credit can reduce APR and payment significantly. Keep clean records, separate business and personal accounts, and maintain stable deposits. These steps can move a review decision toward an approval.

FAQs

What income should I enter?

Use an average monthly gross revenue based on bank deposits. If sales vary, pick a conservative average from the last 6 to 12 months to avoid overstating affordability.

What are add-backs?

Add-backs are non-cash or one-time expenses that reduce taxable profit but may not reduce cashflow, such as depreciation or a single equipment repair. Only include items you can document.

Why does my APR change?

If you leave APR at zero, the tool estimates it from credit score and industry risk. Higher risk or lower credit increases the rate, raising the payment and tightening eligibility.

What does DTI mean here?

DTI is total monthly debt payments divided by qualifying monthly income. The calculator uses a risk-adjusted limit that becomes stricter with limited documentation, high risk industries, or low credit.

What is DSCR?

DSCR compares qualifying income to total obligations after the new payment. Values above 1.20 generally indicate stronger coverage, while numbers near 1.00 suggest a tight margin.

Is this an approval decision?

No. It is a planning estimate. Lenders may average income differently, verify expenses, consider taxes and liabilities, and apply their own policies. Use the CSV or PDF report to organize your figures.

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Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.