Mortgage Statement

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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.com

Mortgage_Statement.pdf

Sample 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 about 1 month ago