Amortization Schedule
Amortization Schedules are issued by a lender to a borrower. These statements contain a proposed schedule of payments against a mortgage, including payment terms, interest rate, and principal and interest due over the term of the mortgage.
The form_type parameter AMORTIZATION_SCHEDULE for the Upload PDF endpoint is required for this Form Type.
Optional fields captured
Configuration-Driven Output
All fields below are optionally captured, depending on your order form. To adjust fields captured, please speak with your Ocrolus Account Manager.
| JSON Attribute | Data Type | Description |
|---|---|---|
amortization_schedule-part1:lenderName | Text | Entity with whom the loan is with |
amortization_schedule-part1:borrowerName | Text | Entity that took out the loan |
amortization_schedule-part1:borrowerAddress:addressLine1 | Text | Address of the borrower |
amortization_schedule-part1:borrowerAddress:addressLine2 | Text | Address 2 of the borrower |
amortization_schedule-part1:borrowerAddress:city | Text | City in which the borrower resides |
amortization_schedule-part1:borrowerAddress:state | Text | State in which the borrower resides |
amortization_schedule-part1:borrowerAddress:zip | Text | Zip in which the entity resides |
amortization_schedule-part2:accountNumber | Text | Account Number of the entity with the loan |
amortization_schedule-part2:propertyAddress:addressLine1 | Text | Address of the the loan property |
amortization_schedule-part2:propertyAddress:addressLine2 | Text | Address 2 of the the loan property |
amortization_schedule-part2:propertyAddress:city | Text | City in which the loan property resides |
amortization_schedule-part2:propertyAddress:state | Text | State in which the loan property resides |
amortization_schedule-part2:propertyAddress:zip | Text | Zip in which the loan property resides |
amortization_schedule-part3:annualInterestRate | Text | Interest rate on the loan |
amortization_schedule-part3:firstPaymentDate | Date | Date of the first loan payment |
amortization_schedule-part3:lastPaymentDate | Date | Date of the last/terminal mortgage payment due, immediately prior to a complete mortgage payoff. Example: For a 10 year mortgage, this payment date would occur roughly 10 years after the first payment date. |
Optional line item fields captured
Form-Driven Output
column_ids associated with the Table object will be a subset of the following list that matches the line item headers as they appear on the specific form.
| Column ID | Data Type | Description |
|---|---|---|
paymentDueDate | Date | Date the loan payment is due |
totalAmountPaid | Money | Amount total paid |
principalPaid | Money | Allocated principal paid/due for the period. |
interestPaid | Money | Interest paid/due for the period. |
otherFeesPaid | Money | Amount of other fees (insurance, taxes, escrow, etc.) paid/due for the period. |
endingBalance | Money | Total ending balance per payment |
Sample Form
drive.google.comSample JSON Result
{
"form_type": "AMORTIZATION_SCHEDULE",
"pk": 7560406,
"form_config_pk": 2280,
"raw_fields": {
"amortization_schedule-part1:borrowerAddress:addressLine1": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": ""
},
"amortization_schedule-part1:borrowerAddress:addressLine2": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": ""
},
"amortization_schedule-part1:borrowerAddress:city": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": ""
},
"amortization_schedule-part1:borrowerAddress:state": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": ""
},
"amortization_schedule-part1:borrowerName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "MARTIN LOTHER"
},
"amortization_schedule-part1:borrowerAddress:zip": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": ""
},
"amortization_schedule-part1:lenderName": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "CHASE BANK"
},
"amortization_schedule-part2:accountNumber": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "1253489648"
},
"amortization_schedule-part2:propertyAddress:addressLine1": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "165 VAUGHAN LN"
},
"amortization_schedule-part2:propertyAddress:addressLine2": {
"alias_used": null,
"is_empty": true,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": ""
},
"amortization_schedule-part2:propertyAddress:city": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "PELL CITY"
},
"amortization_schedule-part2:propertyAddress:state": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "AL"
},
"amortization_schedule-part2:propertyAddress:zip": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "35125"
},
"amortization_schedule-part3:annualInterestRate": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "5.20%"
},
"amortization_schedule-part3:firstPaymentDate": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "07/15/2018"
},
"amortization_schedule-part3:lastPaymentDate": {
"alias_used": null,
"is_empty": false,
"page_doc_pk": 71726649,
"source_filename": "Sample 46 - Amortization Schedule.pdf",
"value": "06/15/2019"
}
},
"tables": [
{
"columns": [
{
"alias_used": "Payment Due Date",
"column_id": "paymentDueDate"
},
{
"alias_used": "Total Amount Paid",
"column_id": "totalAmountPaid"
},
{
"alias_used": "Principal Paid",
"column_id": "principalPaid"
},
{
"alias_used": "Interest Paid",
"column_id": "interestPaid"
},
{
"alias_used": "Ending Balance ",
"column_id": "endingBalance"
}
],
"pk": 10992,
"rows": [
{
"cells": {
"endingBalance": {
"value": "9186.34"
},
"interestPaid": {
"value": "43.33"
},
"paymentDueDate": {
"value": "07/15/2018"
},
"principalPaid": {
"value": "813.66"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "8369.16"
},
"interestPaid": {
"value": "39.81"
},
"paymentDueDate": {
"value": "08/15/2018"
},
"principalPaid": {
"value": "817.18"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "7548.43"
},
"interestPaid": {
"value": "36.27"
},
"paymentDueDate": {
"value": "09/15/2018"
},
"principalPaid": {
"value": "820.73"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "6724.15"
},
"interestPaid": {
"value": "32.71"
},
"paymentDueDate": {
"value": "10/15/2018"
},
"principalPaid": {
"value": "824.28"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "5896.30"
},
"interestPaid": {
"value": "29.14"
},
"paymentDueDate": {
"value": "11/15/2018"
},
"principalPaid": {
"value": "827.85"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "5064.86"
},
"interestPaid": {
"value": "25.55"
},
"paymentDueDate": {
"value": "12/15/2018"
},
"principalPaid": {
"value": "831.44"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "4229.81"
},
"interestPaid": {
"value": "21.95"
},
"paymentDueDate": {
"value": "01/15/2019"
},
"principalPaid": {
"value": "835.04"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "3391.15"
},
"interestPaid": {
"value": "18.33"
},
"paymentDueDate": {
"value": "02/15/2019"
},
"principalPaid": {
"value": "838.66"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "2548.85"
},
"interestPaid": {
"value": "14.69"
},
"paymentDueDate": {
"value": "03/15/2019"
},
"principalPaid": {
"value": "842.30"
},
"totalAmountPaid": {
"value": "856..99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "1702.91"
},
"interestPaid": {
"value": "11.05"
},
"paymentDueDate": {
"value": "04/15/2019"
},
"principalPaid": {
"value": "845.95"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "853.29"
},
"interestPaid": {
"value": "7.38"
},
"paymentDueDate": {
"value": "05/15/2019"
},
"principalPaid": {
"value": "849.61"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
},
{
"cells": {
"endingBalance": {
"value": "0.00"
},
"interestPaid": {
"value": "3.70"
},
"paymentDueDate": {
"value": "06/15/2019"
},
"principalPaid": {
"value": "853.29"
},
"totalAmountPaid": {
"value": "856.99"
}
},
"page_doc_pk": 71726649,
"page_idx": 0
}
]
}
]
}
Updated 4 months ago