Mortgage Statement PDF Details

Understanding the Mortgage Statement form is crucial for homeowners, as it breaks down the key elements of their mortgage payments, fees, and account status in a comprehensive manner. This essential document, usually provided by the mortgage servicer, outlines important information including the servicer's name and contact details, the borrower's name and address, plus a statement date that indicates when the information was updated. The heart of the statement displays the payment due date, the amount due, and potential late fees if the payment is not made by a specified deadline. A detailed account information section further clarifies the outstanding principal, interest rate, and any prepayment penalties. The breakdown of the amount due includes how much of the payment goes towards the principal, interest, and escrow account - which is set aside for taxes and insurance. It also mentions the total fees charged, leading to the total amount due. Transaction activities are meticulously logged, showing charges, payments made, and any fees applied within a specific period. A past payments breakdown offers a comparison of amounts paid towards principal, interest, escrow, and fees over time. For those facing challenges, the form provides insights on handling partial payments, delinquency notices, and encouragement to seek mortgage counseling or assistance if financial difficulties arise.

QuestionAnswer
Form NameMortgage Statement
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesfillable monthly mortage statement, mortgage statement pdf, mortgage statement template excel, loan statement template

Form Preview Example

[Servicer Name]

Customer Service: [PHONE NUMBER] [WEBSITE]

[Borrower Name and Address]

Mortgage Statement

Statement Date: _______

Account Number

____________

Payment Due Date

____________

Amount Due

____________

If payment is received after [DATE], $____ late fee will be charged.

Account Information

Outstanding Principal

$_______

Interest Rate (Until [Date])

______%

Prepayment Penalty

[Yes/No]

Explanation of Amount Due

Principal

$_______

Interest

$_______

Escrow (for Taxes and Insurance)

$_______

Regular Monthly Payment

$_______

Total Fees Charged

$_______

Total Amount Due

$_______

Transaction Activity (_/_/_ [Date] to _/_/_ [Date])

Date

Description

Charges

Payments

[Date]

Late Fee (charged because full payment not received by _/_/_

$

 

[Date]

Payment Received – Thank you

 

$

[Date]

Fee Description

$

 

Past Payments Breakdown

 

Paid

Paid

 

Last

Year to

 

Month

Date

Principal

$

$

Interest

$

$

Escrow (Taxes and Insurance)

$

$

Fees

$

$

Total

$

$

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------

[Servicer Name and Address]

Amount Due

Due By _/_/_ [Date]$

$___ late fee will be charged after [Date]

Additional Principal

$

Additional Escrow

$

Total Amount Enclosed

$

Make check payable to [Servicer Name]

[Account Number]

[Additional tables to be translated]

Important Messages

*Partial Payments: Any partial payments that you make are not applied to your mortgage, but instead are held in a separate suspense account. If you pay the balance of a partial payment, the funds will then be applied to your mortgage.

**Delinquency Notice**

You are late on your mortgage payments. Failure to bring your loan current may result in fees and foreclosure – the loss of your home. As of [Date], you are __ days delinquent on your mortgage loan.

Recent Account History

·Payment due [Date]: Fully paid on time

·Payment due [Date]: Fully paid on [Date]

·Payment due [Date]: Unpaid balance of $________

·Current payment due [Date]: $_______

·Total: $_______ due. You must pay this amount to bring your loan current.

If you are Experiencing Financial Difficulty: See back for information about mortgage counseling or assistance.

How to Edit Mortgage Statement Online for Free

The entire process of filling out the mortgage invoice template is pretty simple. Our experts made certain our tool is not hard to understand and can help prepare virtually any document in no time. Check out a few steps you will have to take:

Step 1: Choose the "Get Form Here" button.

Step 2: Now, you're on the file editing page. You can add text, edit present details, highlight specific words or phrases, place crosses or checks, add images, sign the file, erase needless fields, etc.

Enter the necessary material in each segment to get the PDF mortgage invoice template

part 1 to completing mortgage statement sample

Please note the demanded information in the Amount Due Due By Date late fee, Make check payable to Servicer Name, and Account Number space.

Amount Due Due By  Date   late fee, Make check payable to Servicer Name, and Account Number in mortgage statement sample

Outline the key data in the Additional tables to be translated, Important Messages Partial, Delinquency Notice You are late on, Recent Account History, Payment due Date Fully paid on, and If you are Experiencing Financial part.

part 3 to filling out mortgage statement sample

Step 3: Hit the Done button to save the file. Now it is accessible for transfer to your device.

Step 4: It will be easier to have duplicates of your document. There is no doubt that we will not distribute or view your details.

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