Turning assets into an illustrative income
For asset-rich borrowers with modest reported income. This spreads eligible assets over a utilization period to show an illustrative monthly figure. It is not a qualifying income and not an underwriting calculation — programs vary widely.
Your illustration appears here.
Enter eligible assets, then generate it.
How asset depletion is generally approached
A lender considers eligible, accessible assets, excludes certain holdings, applies haircuts to volatile or retirement accounts, and spreads what remains over a utilization period to derive an illustrative monthly figure. The eligible-asset list, the haircuts, and the period all vary by program — which is why two lenders can produce very different numbers from the same balance sheet.
Next step
Bring the illustration and your questions to a professional through Kawsah, or see if another pathway fits with the Route Finder.
Is this my qualifying income?
No. It's an illustration to frame a conversation. A lender determines eligible assets, haircuts, the utilization period, and any actual qualifying income.