The maths a limited company mortgage calculator uses
Every SPV BTL lender uses essentially the same ICR formula:
Maximum loan = (Annual rent ÷ ICR percentage) ÷ Stressed interest rate
Then check against the LTV cap. Take the lower of the two.
Worked example 1: £150,000 flat at £900/month rent
- Annual rent: £10,800
- ICR at 125%: £10,800 ÷ 1.25 = £8,640 (maximum stressed annual interest)
- Stressed rate 5.5%: £8,640 ÷ 0.055 = £157,090 max loan by ICR
- 75% LTV cap: 75% × £150,000 = £112,500 max loan by LTV
- Maximum loan: £112,500 (LTV bites first — typical for higher-yield property)
- Deposit needed: £37,500 + SDLT and fees
Worked example 2: £250,000 house at £1,250/month rent
- Annual rent: £15,000
- ICR at 125%: £15,000 ÷ 1.25 = £12,000
- Stressed rate 5.5%: £12,000 ÷ 0.055 = £218,182 max loan by ICR
- 75% LTV cap: £187,500
- Maximum loan: £187,500 (LTV still bites)
Worked example 3: £400,000 London flat at £1,500/month rent
- Annual rent: £18,000
- ICR at 125%: £18,000 ÷ 1.25 = £14,400
- Stressed rate 5.5%: £14,400 ÷ 0.055 = £261,818 max loan by ICR
- 75% LTV cap: £300,000
- Maximum loan: £261,818 (ICR bites — typical for low-yield London property)
- Effective LTV: 65% — buyer needs £138,182 deposit, not the £100,000 they planned
Stressed rate variations by lender and product
- 5-year fixed products: Most lenders stress at the product pay-rate (e.g. 5.6%) rather than 5.5%. This often unlocks larger loans for landlords prepared to fix for 5 years.
- 2-year fixed and trackers: Stressed at 5.5% or product-rate + 2%, whichever is higher.
- Top-slicing lenders (Landbay, Paragon, Foundation): Allow personal income to supplement ICR if rental falls short. Useful on low-yield property.
ICR variations: where 125% becomes 140% or 160%
- HMO and MUFB: typically 140%–160% ICR.
- Expat/non-resident SPV directors: typically 140% ICR.
- Holiday let SPV: typically 145% on lower of 30%-occupancy or AST market rent.
What the calculator doesn't capture
- Director credit footprint. Adverse credit reduces lender choice even if ICR maths passes.
- SPV age and structure. Trading companies and multi-director SPVs have narrower lender pools.
- Property type and tenant covenant. Studios, ex-LA flats, high-rise and HMO often face additional overlays.
- Portfolio stress. If you already own 4+ BTL properties, the lender may apply a portfolio aggregate ICR.
- Director income minimums. Most lenders require £25k–£30k personal income — calculator output is moot if you fail this gate.
Putting it into action
- Plug your rental income and property value into the formula above.
- Take the lower of (ICR-derived loan, LTV-derived loan).
- Subtract from property value to get minimum cash deposit.
- Add ~10%–12% for SDLT (incl. 5% surcharge), legal, valuation and arrangement fees.
- Confirm with a broker which 3–5 lenders fit your specific case.
Pros
- Simple, transparent formula based on rent and stressed rate.
- Lets you sense-check viability before committing time to applications.
- Helps you identify whether ICR or LTV is the binding constraint.
- Same maths works across SPV BTL, HMO and MUFB with different ICR.
- Quickly shows when top-slicing or 5-year fixes will help.
Cons
- Doesn't capture lender-specific overlays.
- Ignores director credit, SPV age and structure issues.
- Stressed rate assumption may differ from what the lender actually uses.
- HMO/holiday-let cases need higher ICR not built into vanilla calculators.
- Portfolio aggregate stress (4+ properties) needs lender-specific modelling.