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RSU review and calculation tool

When calculating income for borrowers, you may sometimes run into restricted stock units (RSUs), a kind of compensation some employers issue to employees as part of their overall compensation. The “restriction” in the name is usually in reference to the vesting period of the shares – the time during which they can’t be sold or transferred. 

Download our RSU review and calculation tool to:

  • Determine the eligibility of RSU income with 3 simple questions
  • Calculate your borrower's monthly qualifying income from RSU income paid in cash
  • Calculate the monthly qualifying income when RSU is paid in shares using both Fannie Mae and Freddie Mac methods

Download interactive PDF

 

 

Watch the Magic Minutes RSU tutorial

Looking for more RSU help? Watch our Magic Minutes tutorial for a walk-through of the process of documenting, analyzing and calculating income from this source.