| One questions many "for sale by owner" sellers ask is | | | | From the sales price we subtract the down payment |
| "how can I determine if a potential buyer can afford to | | | | to determine how much Fred needs to borrow. This |
| buy my house?" In the real estate industry this is | | | | result brings us to another term you might run across. |
| referred to as "pre-qualifying" a buyer. You might think | | | | Loan to Value Ratio or LTV. Eg: Sale price $100,000 |
| this is a complex process but in reality it is actually | | | | and down payment of 5% = LTV ration of 95%. Said |
| quite simple and only involves a little math. Before we | | | | another way, the loan is 95% of the value of the |
| get to the math there are a few terms you should | | | | property. |
| understand. The first is PITI which is nothing more than | | | | 2) Mortgage amount (principal + interest). |
| an abbreviation for "principal, interest, taxes and | | | | The mortgage amount is generally the sales price less |
| insurance. This figure represents the MONTHLY cost | | | | the down payment. There are three factors in |
| of the mortgage payment of principal and interest plus | | | | determining how much the PI& interest) portion of |
| the monthly cost of property taxes and homeowners | | | | the payment will be. You need to know 1) loan amount; |
| insurance. The second term is "RATIO". The ratio is a | | | | 2) interest rate; 3) Term of the loan in years. With |
| number that most banks use as an indicator of how | | | | these three figures you can find a mortgage payment |
| much of a buyers monthly GROSS income they could | | | | calculator just about anywhere on the internet to |
| afford to spend on PITI. Still with me? Most banks use | | | | calculate the mortgage payment, but remember you |
| a ratio of 28% without considering any other debts | | | | still need to add in the monthly portion of annual |
| (credit cards, car payments etc.). This ratio is | | | | property taxes and the monthly portion of hazard |
| sometimes referred to as the "front end ratio". When | | | | insurance (property insurance). For our example, with |
| you take into consideration other monthly debt, a ratio | | | | 5% down Fred would need to borrow $95,000.00. We |
| of 36-40% is considered acceptable. This is referred | | | | will use an interest rate of 6% and a term of 30 years. |
| to as the "back end ratio". | | | | 3) Annual taxes (Our example is $2,400.00) |
| Now for the formulas: | | | | 12=$200.00 per month |
| The front-end ratio is calculated simply by dividing PITI | | | | Divide the annual taxes by 12 to come up with the |
| by the gross monthly income. Back end ratio is | | | | monthly portion of the property taxes. |
| calculated by dividing PITI+DEBT by the gross monthly | | | | 4) Annual hazard insurance (Our example is $600.00) |
| income. | | | | 12=$50.00 per month |
| Let see the formula in action: | | | | Divide the annual hazard insurance by 12 to come up |
| Fred wants to buy your house. Fred earns $50,000.00 | | | | with the monthly portion of the property insurance. |
| per year. We need to know Fred's gross MONTHLY | | | | Now, let's put it all together. A mortgage of $95,000 at |
| income so we divide $50,000.00 by 12 and we get | | | | 6% for 30 years would produce a monthly PI |
| $4,166.66. If we know that Fred can safely afford 28% | | | | Putting it all together |
| of this figure we multiply $4,166.66 X .28 to get | | | | From our calculations above we know that our buyer |
| $1,166.66. That's it! Now we know how much Fred can | | | | Fred can afford PITI up to $1,166.66 per month. We |
| afford to pay per month for PITI. | | | | know that the PITI needed to purchase our house is |
| At this point we have half of the information we need | | | | $819.57. With this information we now know that Fred |
| to determine whether or not Fred can buy our house. | | | | DOES qualify to purchase our house! |
| Next we need to know just how much the PITI | | | | Of course, there are other requirements to qualify for |
| payment is going to be for our house. | | | | a loan including a good credit rating and a job with at |
| We need four pieces of information to determine PITI: | | | | least two years consecutive employment. More about |
| 1) Sales Price (Our example is 100,000.00) | | | | that is our next issue. |