How lenders decide how much house you can afford
Every lender uses two ratios, called DTIs (debt-to-income):
- Front-end DTI = (mortgage payment + taxes + insurance + HOA) ÷ gross monthly income. Cap: 28% conventional, 31% FHA.
- Back-end DTI = (front-end + all other required monthly debts) ÷ gross monthly income. Cap: 36% conventional, 43-50% FHA with offsetting factors.
The calculator uses whichever cap produces a smaller home price — that's the real limit.
The 28/36 rule explained
Originally a Federal Reserve guideline from the 1930s, now the lender default. The logic: total housing ≤ 28% of income keeps mortgages payable through income volatility, and total debt ≤ 36% prevents a loan from swallowing your paycheck. Lenders may stretch to 43-45% on conforming loans with good credit + reserves.
Why "max" isn't "should"
Just because a lender approves you doesn't mean it's smart to borrow that much. Most financial planners recommend keeping housing under 25% of gross income. That leaves room for retirement savings (15%+), other debts, emergencies, and life. House-poor is a real condition — approved up to the max, then no money left for anything else.
What counts as "income"?
- W2 base salary — 100% counts.
- Bonus and commission — usually 2-year average required.
- Self-employment income — 2 years of Schedule C, averaged. Often the hardest sell.
- Rental income from other properties — 75% of gross rent counts.
- Alimony, child support — only if documented for 3+ years of continuation.
- Investment income — 2 years history, conservative haircut.
What counts as "debt"?
- Student loans (even deferred — lender uses 1% of balance or 0.5%).
- Auto payments.
- Minimum credit card payments (not balances — just the monthly minimum).
- Court-ordered alimony or child support.
- Existing mortgage on another property.
Utilities, groceries, phone bills, insurance — not counted.
Things this calculator assumes
Standard conventional loan, no PMI (if less than 20% down, add ~$50-250/mo). Property tax fixed at your input rate — in reality tax reassesses after sale in many states. Insurance estimated — in FL/CA/TX actual is now often 2-3x that.