Free Mortgage Debt Sheet Format Template
Mortgage Debt Sheet Format
1. Borrower Information
|
Field |
Details |
|---|---|
|
Name |
Borrower's Full Name |
|
Address |
Residential Address |
|
Contact Information |
Phone Number, Email |
2. Lender Information
|
Field |
Details |
|---|---|
|
Institution Name |
[Your Company Name] |
|
Address |
[Your Company Address] |
|
Contact Information |
[Your Company Number], [Your Company Email] |
3. Loan Details
|
Field |
Details |
|---|---|
|
Loan Number |
Unique Loan Identifier |
|
Loan Amount |
Amount |
|
Loan Type |
Fixed-Rate/Adjustable-Rate, etc. |
|
Interest Rate |
Annual Percentage Rate |
|
Loan Term |
Number of Years/Months |
|
Loan Origination Date |
MM/DD/YYYY |
|
Maturity Date |
MM/DD/YYYY |
4. Payment Schedule
|
Payment Number |
Due Date |
Payment Amount |
Principal |
Interest |
Remaining Balance |
|---|---|---|---|---|---|
|
1 |
MM/DD/YYYY |
Amount |
Amount |
Amount |
Remaining Balance |
5. Additional Fees and Charges
|
Fee Type |
Applicable (Yes/No) |
Amount/Details |
|---|---|---|
|
Prepayment Penalty |
Yes/No |
Amount or Percentage |
|
Late Payment Fee |
Yes/No |
Amount or Percentage |
|
Other Fees |
Yes/No |
Description and Amount |
6. Escrow Details
|
Field |
Details |
|---|---|
|
Escrow Account |
Yes/No |
|
Escrow Balance |
Amount |
|
Property Taxes |
Amount Annually |
|
Homeowner's Insurance |
Amount Annually |
7. Loan Status
|
Field |
Details |
|---|---|
|
Total Payments Made |
Amount |
|
Remaining Balance |
Amount |
|
Current Payment Status |
On Time/Late/Delinquent |
|
Next Payment Due Date |
MM/DD/YYYY |
8. Notes and Additional Information
|
Notes |
|---|
|
Include any relevant details, such as loan modifications, special terms, or conditions applicable to the mortgage. |
9. Authorized Signatures
|
Signature |
Date |
|---|---|
|
Borrower Signature |
MM/DD/YYYY |
|
Lender Representative Signature |
MM/DD/YYYY |
