We offer a valuable collection of downloadable calculators and reference guides to help you with calculating and analyzing the average monthly income of self-employed borrowers. They provide suggested guidance only and do not replace Fannie Mae or Freddie Mac instructions or applicable guidelines.
Due to various internet browser versions, please download and save PDF before entering data. Please note, calculators are updated periodically.
Calculate and analyze cash flow to help you complete Fannie Mae form 1084.
updated
Calculate and analyze cash flow to help you complete Fannie Mae form 1084.
updated
Quick reference guide and income analysis for Freddie Mac Form 91
updated
Form 92 Net Rental Income Calculations – Schedule E
updated
Calculate qualifying income from tax returns.
updated
Assists in calculating rental income from IRS form 1040 Schedule E.
updated
Calculate working capital liquidity against current liabilities.
updated
Calculate an organization’s liquidity against current liabilities.
updated
Use this worksheet to calculate qualifying rental income for Fannie Mae Form 1037 (Principal Residence, 2- to 4-unit Property)
Calculate qualifying rental income for Fannie Mae Form 1039 (Business Rental Income from Investment Property)
Use this quick reference guide for Fannie Mae’s Comparative Analysis Form (Form 1088)
Calculate increases/decreases in gross income, expenses and taxable income.
Use this form to calculate income.
updated
Created as result of changes made by the GSEs to adapt to the COVID-19 pandemic.
updated
Created as result of changes made by the GSEs to adapt to the COVID-19 pandemic. In addition, Current Ratio – Liquidity Calculator (2018-2019) to be completed to support business liquidity.
updated