Worksheet 1
This calculation worksheet is used to establish how much potential
equity a customer may have on the property. Potential equity is based
on the initial estimate of the current market
value. The underwriter will calculate the actual equity after the
appraisal is completed.
If the customer would like more than the
CLTV
stated, you may be able to calculate at a higher CLTV provided that the
customer meets the qualifications.
Calculating Potential Equity
Use this worksheet to establish how much potential equity a customer may
have on the property. Enter the information requested in each box that
says "Enter" and corresponding items will be calculated for
you. To begin, place the cursor in the first box and click the mouse.
Enter numbers without commas.
Calculating Actual Equity
After the
appraisal is complete, the
underwriter will determine the actual equity that the customer has,
which will always differ from the potential equity. Actual equity is calculated
using the following steps.
1) The first mortgage balance and the home equity line/loan amount are
added together.
2) The sum from Step 1 is divided by the appraised value.
3) The result from Step 2 is multiplied by the appraised value.