Rental Property Income Verification Form

When you're applying for a mortgage, refinancing, or need to document rental property income for financial purposes, providing clear and complete documentation is essential. This rental property income verification form template makes it simple for property owners to submit all required documentation in one organised submission.

Built specifically for landlords, real estate investors, and property owners, this template guides applicants through uploading Schedule E tax documentation, current lease agreements, property management statements, and other supporting financial records. With built-in calculations for net rental income and conditional logic that adapts to your property portfolio, you can streamline the income verification process for lenders, financial institutions, and housing authorities.

Paperform's professional interface ensures your form matches your brand, while secure file uploads protect sensitive financial documents. Submissions automatically flow into your CRM, email, or property management software via integrations with tools like Google Sheets, Airtable, HubSpot, and more. For more complex approval workflows, connect this form to Stepper (stepper.io) to automatically route submissions to underwriters, trigger document review processes, and keep stakeholders updated throughout the verification process.

Whether you're a mortgage broker verifying borrower income, a property management company documenting owner earnings, or a financial institution processing loan applications, this template provides a secure, efficient way to collect and calculate rental property income documentation—no spreadsheets or manual follow-ups required.