Mortgage statement
Mortgage interest statements (i.e. mortgage statements) are issued by a lender to a borrower. These statements contain information regarding payment terms, interest rate, property information, and principal and interest due for a given period.
The form_type parameter MORTGAGE_STATEMENT for the Upload PDF endpoint is required for this form type.
Learn more about how we process mortgage statements here.
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 |
|---|---|---|
mortgage_statement-Part1-BorrowerInfo:borrowerName | Text | Borrower Name |
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:addressLine1 | Text | Borrower Address |
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:addressLine2 | Text | Borrower Address |
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:city | City | Borrower Address |
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:state | State | Borrower Address |
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:zip | ZIP Code | Borrower Address |
mortgage_statement-Part2-AccountInfo:propertyAddress:addressLine1 | Text | Property Address |
mortgage_statement-Part2-AccountInfo:propertyAddress:addressLine2 | Text | Property Address |
mortgage_statement-Part2-AccountInfo:propertyAddress:city | City | Property Address |
mortgage_statement-Part2-AccountInfo:propertyAddress:state | State | Property Address |
mortgage_statement-Part2-AccountInfo:propertyAddress:zip | ZIP Code | Property Address |
mortgage_statement-Part2-AccountInfo:statementDate | Date | Statement Date |
mortgage_statement-Part2-AccountInfo:accountNumber | Text | Account Number |
mortgage_statement-Part2-AccountInfo:paymentDueDate | Date | Payment Due Date |
mortgage_statement-Part2-AccountInfo:currentBalance | Money | Current Balance |
mortgage_statement-Part2-AccountInfo:interestRate | Percentage | Interest Rate |
mortgage_statement-Part3-AmountDue(CurrentPeriod):interestAmountDue | Money | Interest Amount Due |
mortgage_statement-Part3-AmountDue(CurrentPeriod):principalAmountDue | Money | Principal Amount Due |
mortgage_statement-Part3-AmountDue(CurrentPeriod):escrowAmountDue | Money | Escrow Amount Due |
mortgage_statement-Part3-AmountDue(CurrentPeriod):otherFeesAmountDue | Money | Other Fees Amount Due |
mortgage_statement-Part3-AmountDue(CurrentPeriod):totalAmountDue | Money | Total Amount Due |
mortgage_statement-Part4-PriorPayment:priorPaymentPostingDate | Date | Prior Payment Posting Date |
mortgage_statement-Part4-PriorPayment:priorPaymentTotalPaid | Money | Prior Payment Total Paid |
mortgage_statement-Part4-PriorPayment:priorPaymentPrincipalPaid | Money | Prior Payment Principal Paid |
mortgage_statement-Part4-PriorPayment:priorPaymentInterestPaid | Money | Prior Payment Interest Paid |
mortgage_statement-Part4-PriorPayment:priorEscrowAmountPaid | Money | Prior Escrow Amount Paid |
mortgage_statement-Part4-PriorPayment:priorOtherFeesAmountPaid | Money | Prior Other Fees Amount Paid |
mortgage_statement-Part5-LenderInfo:lenderName | Text | Lender Name |
mortgage_statement-Part5-LenderInfo:lenderAddress:addressLine1 | Text | Lender Address |
mortgage_statement-Part5-LenderInfo:lenderAddress:addressLine2 | Text | Lender Address |
mortgage_statement-Part5-LenderInfo:lenderAddress:city | City | Lender Address |
mortgage_statement-Part5-LenderInfo:lenderAddress:state | State | Lender Address |
mortgage_statement-Part5-LenderInfo:lenderAddress:zip | ZIP Code | Lender Address |
Sample form
drive.google.comSample JSON result
{
"pk": 29289397,
"uuid": "199e9eb1-eb2a-4ec8-940e-96ea2298ae73",
"name": "API Documentation (MS+PTR)",
"created": "2023-02-07T19:21:40Z",
"created_ts": "2023-02-07T19:21:40Z",
"verified_pages_count": 6,
"book_status": "ACTIVE",
"id": 29289397,
"forms": [
{
"pk": 44060268,
"uuid": "48f108ec-e362-4f92-9a1e-767d487f24c7",
"uploaded_doc_pk": 51459586,
"form_type": "MORTGAGE_STATEMENT",
"raw_fields": {
"mortgage_statement-Part5-LenderInfo:lenderName": {
"value": "ABC MORTGAGE",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:interestRate": {
"value": "4.75%",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part1-BorrowerInfo:borrowerName": {
"value": "JOHN SAMPLE",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:accountNumber": {
"value": "123456789",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:statementDate": {
"value": "01/01/2012",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:currentBalance": {
"value": "264776.43",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:paymentDueDate": {
"value": "01/10/2012",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part5-LenderInfo:lenderAddress:zip": {
"value": "12345",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part5-LenderInfo:lenderAddress:city": {
"value": "ANY CITY",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part5-LenderInfo:lenderAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:propertyAddress:zip": {
"value": "12345-6789",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part1-BorrowerInfo:borrowerAddress:zip": {
"value": "12345-6789",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:propertyAddress:city": {
"value": "ANY CITY",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part1-BorrowerInfo:borrowerAddress:city": {
"value": "ANY CITY",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:propertyAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part1-BorrowerInfo:borrowerAddress:state": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part4-PriorPayment:priorEscrowAmountPaid": {
"value": "235.18",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part4-PriorPayment:priorPaymentTotalPaid": {
"value": "1669.71",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part4-PriorPayment:priorPaymentPostingDate": {
"value": "12/21/2011",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part4-PriorPayment:priorOtherFeesAmountPaid": {
"value": "0.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part4-PriorPayment:priorPaymentInterestPaid": {
"value": "1049.60",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part5-LenderInfo:lenderAddress:addressLine1": {
"value": "123 MAIN STREET",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part5-LenderInfo:lenderAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part4-PriorPayment:priorPaymentPrincipalPaid": {
"value": "384.93",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part3-AmountDue(CurrentPeriod):totalAmountDue": {
"value": "1829.71",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:propertyAddress:addressLine1": {
"value": "123 SAMPLE STREET",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part2-AccountInfo:propertyAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part3-AmountDue(CurrentPeriod):escrowAmountDue": {
"value": "235.18",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part1-BorrowerInfo:borrowerAddress:addressLine1": {
"value": "123 SAMPLE STREET",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part1-BorrowerInfo:borrowerAddress:addressLine2": {
"value": "",
"is_empty": true,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part3-AmountDue(CurrentPeriod):interestAmountDue": {
"value": "1048.07",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part3-AmountDue(CurrentPeriod):otherFeesAmountDue": {
"value": "160.00",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
},
"mortgage_statement-Part3-AmountDue(CurrentPeriod):principalAmountDue": {
"value": "386.46",
"is_empty": false,
"alias_used": null,
"source_filename": "Mortgage_Statement.pdf"
}
},
"form_config_pk": 196515,
"tables": []
},
],
"book_is_complete": true
}
Updated 4 months ago