Skip to main content
v2 Calculator Enginecustomize visually & mathematically, per-site
Mortgage Calculator

Portfolio DSCR
Calculator

Blended DSCR across the portfolio, and how much more you can borrow

Portfolio and blanket underwriting: combined rents over combined PITIA, the pro forma ratio with a prospective new loan, and the maximum additional borrowing your portfolio supports at the lender’s required DSCR.

Try It Now

See It In Action

Play with the calculator below. This is exactly what your visitors will see.

Portfolio DSCR Calculator

Blended DSCR across your rental portfolio and how much more you can borrow

Current Portfolio (Totals)

Combined monthly figures across all properties

$
$
$
$
$
$
%
$
$
Lender Requirement

The ratio to underwrite against

Good

Portfolio DSCR (Pro Forma)

1.4

Portfolio Qualification

Portfolio supports the new debt

Max additional loan at required DSCR: $200,225

Portfolio Detail

Current DSCR

1.4

Current PITIA

$8,600

New Loan Payment

$0

Max Additional Loan

$200,225

Experience Our Themes

One Calculator, Five Personalities

Click a theme to transform this entire page. See how your calculators can match any brand identity in seconds.

Dream sequence ends in 15 seconds...

Simple Process

How It Works

Get your results in four simple steps

1

Enter the scenario

Fill in 11 plain-English inputs across 3 short sections. Sensible defaults get you a result immediately.

2

Read the verdict

Results update instantly: the headline figure, supporting stats, and clear pass/fail states where qualification applies.

3

Share or download

Send a live share link or download a branded PDF scenario report to keep the conversation going.

Key Features

Why This Calculator

Purpose-built features that give you the insights you actually need.

Current Portfolio (Totals)

Combined monthly figures across all properties

New Loan (Optional)

A loan you are considering adding

Lender Requirement

The ratio to underwrite against

Transparent Methodology

How the Portfolio DSCR math works

Blended DSCR across your rental portfolio and how much more you can borrow

Industry Standards We Follow

  • DSCR = gross rents / PITIA, blended across properties
  • Max-loan inversion at the required ratio

Key Variables in Our Calculation

  • currentPITIA
    Current portfolio PITIA
  • currentDSCR
    Blended DSCR today
  • newMonthlyRate
    New loan monthly rate
  • newTermMonths
    New loan months
  • newLoanPayment
    P&I on the prospective loan (0 when amount is 0)
  • proFormaPITIA
    PITIA with the new loan
  • proFormaRent
    Rent with the new property
  • proFormaDSCR
    Blended DSCR after the new loan
Pro Tips

Expert Insights

Get the most out of your calculations with these professional tips

Start from the defaults

Defaults reflect current market conditions; change only what you know about your scenario.

Stress-test the result

Nudge the most uncertain input both directions to see how sturdy the conclusion is.

Put it on your site

Embed this investment calculator with your branding and capture the leads it generates.

Common Questions

Frequently Asked Questions

Everything you need to know about the Portfolio DSCR Calculator

Most blanket and portfolio programs want 1.15-1.25 blended. The calculator shows a clear pass/fail against the ratio you set and the maximum additional loan that keeps you compliant.

It is the same ratio computed across everything at once: total rents divided by total principal, interest, taxes, insurance, and HOA. Strong properties can carry weaker ones.

Perfect For

Who Uses This Calculator

Portfolio Investors

Check your blended ratio before approaching a blanket lender.

DSCR Lenders

Pre-qualify portfolio borrowers on your own site.

Ready to Add This to Your Site?

Join thousands of mortgage professionals using MortgageMate calculators to convert more leads.

Embed on any website
Full theme customization
No coding required
Instant setup