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
Sample JSON result
{
"pk": 36647505,
"forms": [
{
"form_pk": 34455364,
"type": "MORTGAGE_STATEMENT",
"pages": [
{
"page_idx": 0,
"uploaded_doc_pk": 36647505,
"fields": {
"Lender Name": {
"value": "WELLS FARGO INC.",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Interest Rate": {
"value": "3.750 %",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Borrower Name": {
"value": "MICHEAL DROWS",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Account Number": {
"value": "0413402132",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Statement Date": {
"value": "04/01/2019",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf",
"validation_error": "Statement date should be later than Prior Payment Posting Date. User should verify value."
},
"Current Balance": {
"value": "76571.62",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Payment Due Date": {
"value": "05/01/2019",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Lender Address Zip": {
"value": "12302",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Lender Address City": {
"value": "GLENVILLE",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Lender Address State": {
"value": "NY",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Property Address Zip": {
"value": "44805",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Borrower Address Zip": {
"value": "15242",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Property Address City": {
"value": "ASHLAND",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Borrower Address City": {
"value": "LEICESTER",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Property Address State": {
"value": "OH",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Borrower Address State": {
"value": "MA",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Prior Escrow Amount Paid": {
"value": "314.03",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Prior Payment Total Paid": {
"value": "1230.33",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Prior Payment Posting Date": {
"value": "04/01/2019",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Prior Other Fees Amount Paid": {
"value": "",
"is_empty": true,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Prior Payment Interest Paid": {
"value": "241.40",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Lender Address Address Line 1": {
"value": "200 DUTCH MEADOWS LN",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Lender Address Address Line 2": {
"value": "",
"is_empty": true,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Prior Payment Principal Paid": {
"value": "674.90",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Total Amount Due": {
"value": "1230.33",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Property Address Address Line 1": {
"value": "1747 COUNTY ROAD 1095",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Property Address Address Line 2": {
"value": "",
"is_empty": true,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Escrow Amount Due": {
"value": "314.03",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Borrower Address Address Line 1": {
"value": "20 SOOJIAN DR",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Borrower Address Address Line 2": {
"value": "",
"is_empty": true,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Interest Amount Due": {
"value": "239.29",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Other Fees Amount Due": {
"value": "",
"is_empty": true,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
},
"Principal Amount Due": {
"value": "677.01",
"is_empty": false,
"alias_used": null,
"page_doc_pk": 182660980,
"source_filename": "Sample 1 - Mortgage Statement.pdf"
}
},
"other_frauds": []
}
],
"tables": []
}
]
}
Updated 9 months ago