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

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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 attributeData typeDescription
mortgage_statement-Part1-BorrowerInfo:borrowerNameTextBorrower Name
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:addressLine1TextBorrower Address
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:addressLine2TextBorrower Address
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:cityCityBorrower Address
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:stateStateBorrower Address
mortgage_statement-Part1-BorrowerInfo:borrowerAddress:zipZIP CodeBorrower Address
mortgage_statement-Part2-AccountInfo:propertyAddress:addressLine1TextProperty Address
mortgage_statement-Part2-AccountInfo:propertyAddress:addressLine2TextProperty Address
mortgage_statement-Part2-AccountInfo:propertyAddress:cityCityProperty Address
mortgage_statement-Part2-AccountInfo:propertyAddress:stateStateProperty Address
mortgage_statement-Part2-AccountInfo:propertyAddress:zipZIP CodeProperty Address
mortgage_statement-Part2-AccountInfo:statementDateDateStatement Date
mortgage_statement-Part2-AccountInfo:accountNumberTextAccount Number
mortgage_statement-Part2-AccountInfo:paymentDueDateDatePayment Due Date
mortgage_statement-Part2-AccountInfo:currentBalanceMoneyCurrent Balance
mortgage_statement-Part2-AccountInfo:interestRatePercentageInterest Rate
mortgage_statement-Part3-AmountDue(CurrentPeriod):interestAmountDueMoneyInterest Amount Due
mortgage_statement-Part3-AmountDue(CurrentPeriod):principalAmountDueMoneyPrincipal Amount Due
mortgage_statement-Part3-AmountDue(CurrentPeriod):escrowAmountDueMoneyEscrow Amount Due
mortgage_statement-Part3-AmountDue(CurrentPeriod):otherFeesAmountDueMoneyOther Fees Amount Due
mortgage_statement-Part3-AmountDue(CurrentPeriod):totalAmountDueMoneyTotal Amount Due
mortgage_statement-Part4-PriorPayment:priorPaymentPostingDateDatePrior Payment Posting Date
mortgage_statement-Part4-PriorPayment:priorPaymentTotalPaidMoneyPrior Payment Total Paid
mortgage_statement-Part4-PriorPayment:priorPaymentPrincipalPaidMoneyPrior Payment Principal Paid
mortgage_statement-Part4-PriorPayment:priorPaymentInterestPaidMoneyPrior Payment Interest Paid
mortgage_statement-Part4-PriorPayment:priorEscrowAmountPaidMoneyPrior Escrow Amount Paid
mortgage_statement-Part4-PriorPayment:priorOtherFeesAmountPaidMoneyPrior Other Fees Amount Paid
mortgage_statement-Part5-LenderInfo:lenderNameTextLender Name
mortgage_statement-Part5-LenderInfo:lenderAddress:addressLine1TextLender Address
mortgage_statement-Part5-LenderInfo:lenderAddress:addressLine2TextLender Address
mortgage_statement-Part5-LenderInfo:lenderAddress:cityCityLender Address
mortgage_statement-Part5-LenderInfo:lenderAddress:stateStateLender Address
mortgage_statement-Part5-LenderInfo:lenderAddress:zipZIP CodeLender 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": []
    }
  ]
}