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Investment Property Guide

How Rental Income Counts Toward Qualifying

Rental income can help you qualify, but how much counts depends on the loan. Here's the honest version of both paths: the conventional 75% factor and Form 1007/1025, and the DSCR approach that uses the property's income directly.

By Niko Kramer, Mortgage Loan Officer, Satori Mortgage, NMLS #2180891

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The short answer

Rental income is counted two different ways. On a conventional loan it may be added to your qualifying income, commonly using a 75% factor (holding back about 25% for vacancy and upkeep) plus a Form 1007/1025 rent schedule and a lease or appraisal. On a DSCR loan the property's income is used directly through the debt-service-coverage ratio (rent divided by PITIA). How much counts depends on the program. Subject to credit and property approval.

How do lenders count rental income?

It depends on the loan you're using. The same rent check is treated one way on a conventional investment loan, where it gets added to your personal qualifying income, and another way on a DSCR loan, where the property's income carries the loan on its own. Knowing which path you're on tells you how much of the rent actually helps.

On a conventional loan, rental income may count toward qualifying, commonly using a 75% factor (to allow for vacancy and upkeep) plus Form 1007/1025 and a lease or appraisal. On a DSCR loan, the property's income is used directly through the debt-service-coverage ratio rather than added to your personal income. I'll figure out which path fits your file and tell you honestly how much of the rent will count, instead of assuming the best case. And a straight reminder: counting rental income to qualify is not the same as a promise the property will perform. Rents and vacancy can move, so I treat the rent as qualifying income, not a guaranteed result.

The conventional way: the 75% factor and Form 1007/1025

On a conventional loan, lenders commonly count about 75% of the gross rent rather than 100%, holding back roughly a quarter for vacancy and upkeep. The market rent is documented with a Form 1007 (one unit) or Form 1025 (2-4 units), usually alongside a lease or the appraisal.

The exact mechanics, how the 75% is applied, when a lease is required versus an appraisal estimate, and how it interacts with your debt-to-income ratio, are Fannie Mae and Freddie Mac rules covered on my conventional loan guide. I summarize them here and link rather than repeat them: see the conventional investment property guide for the precise treatment.

The DSCR way: the property's income used directly

On a DSCR loan, rental income isn't added to your personal income at all. Instead the property's income is compared directly to its total payment through the debt-service-coverage ratio: DSCR = rent divided by PITIA. The property qualifies on its own cash flow.

That's the whole point of DSCR, and it's why it fits investors whose personal returns understate their income or who have grown past the conventional financed-property limit. The DSCR mechanics, who it fits, what ratio programs look for, and the investor-overlay terms, live on the DSCR loan guide. The minimum DSCR and how a program treats a ratio below 1.0 are investor overlays I verify rather than quote.

Can projected rent count if the unit is vacant?

Often, yes, within the program's rules. You don't always need a signed lease in hand. On a conventional loan, an appraiser's market-rent estimate on Form 1007/1025 can support projected rent, subject to the agency guidelines. On a DSCR loan, a market-rent figure can feed the ratio.

How much projected rent counts, and what documentation a given program wants, depends on the loan and the property, so I confirm it for your file rather than assume. The point is that a vacant or about-to-be-rented unit isn't automatically disqualifying; it just changes how the rent is documented.

Qualifying a short-term rental with projected income

Yes, on some DSCR programs. When a short-term rental has no 12-month operating history, certain programs let you qualify using a projected-income report from a service like AirDNA instead of a signed lease. They attach conditions, commonly a minimum market or occupancy score, a minimum occupancy rate, nearby comparables, and a higher DSCR floor (often around 1.10 to 1.25). The property also has to be legally permitted as a short-term rental where it sits. Which program fits, and the exact thresholds, are confirmed per loan.

There are two ways a program may let a short-term rental's income qualify, and which is available varies by program:

  • Projected income (an AirDNA-type report). For a new or unseasoned short-term rental with no rental history, some programs accept a projected-income report that estimates market revenue from nearby comparable listings. It is a qualifying input the lender uses, not a forecast of what you will earn.
  • A 12-month operating history. For a seasoned short-term rental, programs can use the property's actual trailing income, often documented with statements or a property-management report. A seasoned history can price better than projected income on some programs.

The conditions a program attaches to projected short-term-rental income vary, but commonly include a minimum market or occupancy score, a minimum occupancy rate, a set of nearby comparables, a higher minimum DSCR (often around 1.10 to 1.25 rather than 1.0), and sometimes a purchase-only restriction. These are ranges, not universal requirements.

One caveat I state plainly: the property has to be legally permitted as a short-term rental in its location, and programs often require proof of the short-term-rental license or permit. A rental that isn't allowed where it sits can't be qualified this way, no matter what a projection shows. The full DSCR program rules, including the short-term-rental overlays, live on the DSCR loan guide. Which program fits and the exact thresholds vary by program, confirmed per loan.

How rent is used Conventional investment loan DSCR loan
Where the rent goes Added to your personal qualifying income Compared directly to the payment via DSCR (rent / PITIA)
How much counts Commonly about 75% of gross rent (GSE convention) The ratio threshold is an investor overlay; varies, verify
Documentation Form 1007/1025 plus a lease or appraisal Market rent and/or lease per the investor program
Who owns the rule conventional loan guide (Fannie/Freddie); linked This hub (DSCR); investor overlays verified per file
General comparison as of 2026, educational, not an offer or a quote. The conventional 75% factor and Form 1007/1025 are covered on my conventional loan guide and read from its guide. DSCR thresholds are investor overlays; confirm your file's terms with Niko.

Rental income FAQ

Two different ways, depending on the loan. On a conventional loan, rental income may be added to your qualifying income, commonly using a 75% factor and a Form 1007/1025 rent schedule with a lease or appraisal. On a DSCR loan, the property's income is used directly through the debt-service-coverage ratio (rent divided by PITIA) instead of being added to your personal income.

On conventional financing, lenders commonly count about 75% of the gross rent rather than 100%, holding back roughly 25% for vacancy and upkeep. Form 1007 (a single-unit rent schedule) and Form 1025 (for 2-4 units) document the market rent. The exact treatment is a Fannie Mae and Freddie Mac rule covered on the conventional guide, which I link rather than repeat.

Often, yes, within the program's rules. On a conventional loan, an appraiser's market-rent estimate (Form 1007/1025) can support projected rent even without a signed lease, subject to the agency guidelines. On a DSCR loan, a market-rent figure can feed the ratio. How much counts and what documentation is required depends on the program and the property, so I confirm it for your file.

Yes, on some DSCR programs. When a short-term rental has no 12-month operating history, certain programs let you qualify using a projected-income report from a service like AirDNA instead of a signed lease. They attach conditions, commonly a minimum market or occupancy score, a minimum occupancy rate, nearby comparables, and a higher DSCR floor (often around 1.10 to 1.25). The property also has to be legally permitted as a short-term rental where it sits. Which program fits, and the exact thresholds, are confirmed per loan.

Keep going: the DSCR loan guide, down payment and reserves, and the investment property hub.

Wondering how much of the rent will count?

Talk it through with Niko Kramer, Mortgage Loan Officer at Satori Mortgage. I'll tell you honestly how much of the rent counts on each path, conventional or DSCR, and match your file to the right program across 100+ lenders. Straight answers, no return promises.

Talk to Niko

Sources

  • Fannie Mae Selling Guide and the Freddie Mac Seller/Servicer Guide (the rental-income / 75% factor and Form 1007/1025 rules, covered on my conventional loan guide)
  • IRS Schedule E for how rental income and expenses are reported (factual reference, not tax advice)
  • DSCR thresholds and documentation come from Satori's wholesale investors and are verified per file; they are not a single public figure

Last updated: June 12, 2026

Important investment-property lending disclosures

  • All loans are subject to credit and property approval. Not all applicants or properties will qualify. This is not a commitment to lend.
  • Investment-property financing terms, including down payment, reserves, and rate, differ from owner-occupied financing and are typically higher cost. Not all products are available for all properties.
  • DSCR and other non-QM programs may qualify a borrower based on the property's cash flow rather than personal income. They are not government or GSE (Fannie Mae or Freddie Mac) loans, and their terms are set by the investor and vary by program.
  • This is mortgage information, not investment, tax, or legal advice. There is no guarantee of rental income, occupancy, cash flow, appreciation, or return. Investment-property loans may be business-purpose loans subject to different rules than consumer mortgages; whether a specific loan is business-purpose is determined per loan.
  • Niko Kramer, Mortgage Loan Officer, Satori Mortgage, NMLS #2180891. Equal Housing Opportunity. See the footer for company licensing and full disclosures.

This page is educational and not an offer to lend or a commitment to make a loan. It is mortgage information, not investment, tax, or legal advice, and is not a promise of rental income, occupancy, cash flow, appreciation, or return. Not all applicants or properties will qualify. Rates, programs, and guidelines may change without notice. All loans are subject to credit and property approval.

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