Why Use a Mortgage Invoice Template?
Managing mortgage payments requires accuracy and professionalism. A well-designed mortgage invoice template ensures clarity for both the lender and the borrower. It helps avoid misunderstandings, reduces payment delays, and provides a documented record of each transaction. Utilizing a template saves time and effort compared to creating invoices from scratch each month.
Key Elements of an Effective Mortgage Invoice
A comprehensive mortgage invoice should include essential details: the lender’s name and contact information, the borrower’s name and address, the invoice number, the date of issue, and a detailed breakdown of the payment due. This breakdown should clearly specify the principal amount, interest, escrow (if applicable), late fees (if any), and the total amount due. Clearly stating the payment due date is also crucial.
Free Mortgage Invoice Template Samples
Below are 24 examples of mortgage invoice language/content that can be adapted for your specific needs. Remember to consult with legal and financial professionals to ensure your invoices comply with all applicable regulations.
Sample 1:
Invoice Number: 2024-1001
Date: October 26, 2023
Borrower: John Doe
Property Address: 123 Main Street
Principal: $1,000.00
Interest: $500.00
Escrow: $200.00
Total Due: $1,700.00
Due Date: November 15, 2023
Invoice Number: 2024-1001
Date: October 26, 2023
Borrower: John Doe
Property Address: 123 Main Street
Principal: $1,000.00
Interest: $500.00
Escrow: $200.00
Total Due: $1,700.00
Due Date: November 15, 2023
Sample 2:
Invoice Number: 2024-1002
Date: October 26, 2023
Borrower: Jane Smith
Property Address: 456 Oak Avenue
Loan Balance: $150,000.00
Monthly Payment: $1,200.00
Payment Due Date: November 10, 2023
Late Fee (if applicable): $50.00
Invoice Number: 2024-1002
Date: October 26, 2023
Borrower: Jane Smith
Property Address: 456 Oak Avenue
Loan Balance: $150,000.00
Monthly Payment: $1,200.00
Payment Due Date: November 10, 2023
Late Fee (if applicable): $50.00
Sample 3:
Invoice Number: INV-2024-003
Date Issued: October 26, 2023
Account Name: Robert Brown
Account Number: 1234567890
Payment Period: November 1, 2023 – November 30, 2023
Description: Monthly Mortgage Payment
Amount Due: $1,500.00
Invoice Number: INV-2024-003
Date Issued: October 26, 2023
Account Name: Robert Brown
Account Number: 1234567890
Payment Period: November 1, 2023 – November 30, 2023
Description: Monthly Mortgage Payment
Amount Due: $1,500.00
Sample 4:
Mortgage Invoice
From: Lender Name
To: Borrower Name
Date: October 26, 2023
Invoice #: MI-2024-004
Property: 789 Pine Lane
Payment Details:
– Principal: $800
– Interest: $400
– Taxes: $100
– Insurance: $50
Total Due: $1350.00
Due Date: November 15, 2023
Mortgage Invoice
From: Lender Name
To: Borrower Name
Date: October 26, 2023
Invoice #: MI-2024-004
Property: 789 Pine Lane
Payment Details:
– Principal: $800
– Interest: $400
– Taxes: $100
– Insurance: $50
Total Due: $1350.00
Due Date: November 15, 2023
Sample 5:
Remittance Advice
Lender Address: Lender Address Here
Borrower Name: Borrower Name Here
Loan Number: LN-00005
Invoice Date: 2023-10-26
Amount Due: $1400.00
Due Date: 2023-11-10
Payment Instructions: Please make check payable to Lender Name and mail to Lender Address.
Remittance Advice
Lender Address: Lender Address Here
Borrower Name: Borrower Name Here
Loan Number: LN-00005
Invoice Date: 2023-10-26
Amount Due: $1400.00
Due Date: 2023-11-10
Payment Instructions: Please make check payable to Lender Name and mail to Lender Address.
Sample 6:
To: [Borrower Name]
From: [Lender Name]
Date: October 26, 2023
Subject: Monthly Mortgage Statement
Property Address: [Property Address]
Loan Account Number: [Loan Account Number]
Payment Breakdown:
Current Month’s Principal: $XXX.XX
Current Month’s Interest: $XXX.XX
Escrow Payment (Taxes and Insurance): $XXX.XX
Total Payment Due: $XXX.XX
Payment Due Date: [Date]
To: [Borrower Name]
From: [Lender Name]
Date: October 26, 2023
Subject: Monthly Mortgage Statement
Property Address: [Property Address]
Loan Account Number: [Loan Account Number]
Payment Breakdown:
Current Month’s Principal: $XXX.XX
Current Month’s Interest: $XXX.XX
Escrow Payment (Taxes and Insurance): $XXX.XX
Total Payment Due: $XXX.XX
Payment Due Date: [Date]
Sample 7:
INVOICE
Date: October 26, 2023
Invoice Number: INVOICE-007
Bill to: [Borrower Name]
Address: [Borrower Address]
Mortgage Payment Details:
Loan Number: [Loan Number]
Property Address: [Property Address]
Description: Monthly Mortgage Payment
Amount Due: $[Amount]
Payment Due Date: [Due Date]
INVOICE
Date: October 26, 2023
Invoice Number: INVOICE-007
Bill to: [Borrower Name]
Address: [Borrower Address]
Mortgage Payment Details:
Loan Number: [Loan Number]
Property Address: [Property Address]
Description: Monthly Mortgage Payment
Amount Due: $[Amount]
Payment Due Date: [Due Date]
Sample 8:
Monthly Mortgage Invoice
Lender: [Lender Name]
Borrower: [Borrower Name]
Date: October 26, 2023
Loan Number: [Loan Number]
Payment Details:
Principal: $[Amount]
Interest: $[Amount]
Escrow (Taxes & Insurance): $[Amount]
Late Fees (if applicable): $[Amount]
Total Amount Due: $[Total Amount]
Due Date: [Due Date]
Monthly Mortgage Invoice
Lender: [Lender Name]
Borrower: [Borrower Name]
Date: October 26, 2023
Loan Number: [Loan Number]
Payment Details:
Principal: $[Amount]
Interest: $[Amount]
Escrow (Taxes & Insurance): $[Amount]
Late Fees (if applicable): $[Amount]
Total Amount Due: $[Total Amount]
Due Date: [Due Date]
Sample 9:
Mortgage Statement
[Lender Name]
[Lender Address]
Statement Date: October 26, 2023
Account Number: [Account Number]
Property Address: [Property Address]
Borrower(s): [Borrower Name(s)]
Summary of Account Activity:
Previous Balance: $[Amount]
Payment Received: $[Amount]
Current Balance: $[Amount]
Next Payment Due: [Date]
Amount Due: $[Amount]
Mortgage Statement
[Lender Name]
[Lender Address]
Statement Date: October 26, 2023
Account Number: [Account Number]
Property Address: [Property Address]
Borrower(s): [Borrower Name(s)]
Summary of Account Activity:
Previous Balance: $[Amount]
Payment Received: $[Amount]
Current Balance: $[Amount]
Next Payment Due: [Date]
Amount Due: $[Amount]
Sample 10:
Invoice
Mortgage Loan Payment
To: [Borrower Name]
From: [Lender Name]
Date: October 26, 2023
Invoice Number: INV-2023-10-10
Details:
Loan Number: [Loan Number]
Property Address: [Property Address]
Amount Due: $[Amount]
Due Date: [Due Date]
Payment Instructions: [Payment Instructions]
Invoice
Mortgage Loan Payment
To: [Borrower Name]
From: [Lender Name]
Date: October 26, 2023
Invoice Number: INV-2023-10-10
Details:
Loan Number: [Loan Number]
Property Address: [Property Address]
Amount Due: $[Amount]
Due Date: [Due Date]
Payment Instructions: [Payment Instructions]
Sample 11:
Mortgage Payment Reminder
Lender: [Lender Name]
Borrower: [Borrower Name]
Loan Account Number: [Loan Account Number]
Property Address: [Property Address]
Payment Details:
Payment Amount Due: $[Amount]
Payment Due Date: [Date]
Notes: [Any notes regarding the payment]
Mortgage Payment Reminder
Lender: [Lender Name]
Borrower: [Borrower Name]
Loan Account Number: [Loan Account Number]
Property Address: [Property Address]
Payment Details:
Payment Amount Due: $[Amount]
Payment Due Date: [Date]
Notes: [Any notes regarding the payment]
Sample 12:
MORTGAGE INVOICE
[Lender Name & Logo]
[Lender Address]
Date: October 26, 2023
Invoice Number: [Invoice Number]
Bill To: [Borrower Name]
[Borrower Address]
Description|Amount
Mortgage Payment | $[Amount]
Total| $[Amount]
Due Date: [Date]
MORTGAGE INVOICE
[Lender Name & Logo]
[Lender Address]
Date: October 26, 2023
Invoice Number: [Invoice Number]
Bill To: [Borrower Name]
[Borrower Address]
Description|Amount
Mortgage Payment | $[Amount]
Total| $[Amount]
Due Date: [Date]
Sample 13:
Monthly Mortgage Bill
Account Summary
[Lender Name]
[Borrower Name]
[Property Address]
Loan Number: [Loan Number]
Billing Date: October 26, 2023
Previous Balance: $[Amount]
Payments: $[Amount]
Fees: $[Amount]
Current Balance: $[Amount]
Payment Due Date: [Date]
Amount Due: $[Amount]
Monthly Mortgage Bill
Account Summary
[Lender Name]
[Borrower Name]
[Property Address]
Loan Number: [Loan Number]
Billing Date: October 26, 2023
Previous Balance: $[Amount]
Payments: $[Amount]
Fees: $[Amount]
Current Balance: $[Amount]
Payment Due Date: [Date]
Amount Due: $[Amount]
Sample 14:
Invoice
From: [Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice Number: [Number]
Property Address: [Address]
Loan Number: [Number]
Payment Details:
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total Due: $[Amount]
Due Date: [Date]
Invoice
From: [Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice Number: [Number]
Property Address: [Address]
Loan Number: [Number]
Payment Details:
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total Due: $[Amount]
Due Date: [Date]
Sample 15:
Mortgage Statement
[Lender Name & Contact Info]
For the Period Ending: October 26, 2023
Account Number: [Number]
Property Address: [Address]
Borrower(s): [Borrower Name(s)]
Previous Balance: $[Amount]
Payments Received: $[Amount]
Current Balance: $[Amount]
Next Payment Due: [Date]
Amount Due: $[Amount]
Mortgage Statement
[Lender Name & Contact Info]
For the Period Ending: October 26, 2023
Account Number: [Number]
Property Address: [Address]
Borrower(s): [Borrower Name(s)]
Previous Balance: $[Amount]
Payments Received: $[Amount]
Current Balance: $[Amount]
Next Payment Due: [Date]
Amount Due: $[Amount]
Sample 16:
Monthly Mortgage Invoice
[Lender Logo]
Date: October 26, 2023
Invoice Number: [Number]
Borrower: [Name]
Loan Number: [Number]
Address: [Address]
Summary:
Principal & Interest: $[Amount]
Escrow (Taxes & Insurance): $[Amount]
Total Payment Due: $[Amount]
Due Date: [Date]
Monthly Mortgage Invoice
[Lender Logo]
Date: October 26, 2023
Invoice Number: [Number]
Borrower: [Name]
Loan Number: [Number]
Address: [Address]
Summary:
Principal & Interest: $[Amount]
Escrow (Taxes & Insurance): $[Amount]
Total Payment Due: $[Amount]
Due Date: [Date]
Sample 17:
Invoice
Monthly Mortgage Payment
Bill To: [Borrower Name]
[Borrower Address]
Date: October 26, 2023
Invoice No: [Number]
Loan No: [Number]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total: $[Amount]
Due Date: [Date]
Invoice
Monthly Mortgage Payment
Bill To: [Borrower Name]
[Borrower Address]
Date: October 26, 2023
Invoice No: [Number]
Loan No: [Number]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total: $[Amount]
Due Date: [Date]
Sample 18:
Mortgage Statement
[Lender]
Account #: [Number]
Statement Date: October 26, 2023
Borrower: [Name]
Property Address: [Address]
Previous Balance: $[Amount]
Payments: $[Amount]
Late Fees: $[Amount]
Amount Due: $[Amount]
Due Date: [Date]
Mortgage Statement
[Lender]
Account #: [Number]
Statement Date: October 26, 2023
Borrower: [Name]
Property Address: [Address]
Previous Balance: $[Amount]
Payments: $[Amount]
Late Fees: $[Amount]
Amount Due: $[Amount]
Due Date: [Date]
Sample 19:
Mortgage Invoice
From: [Lender]
To: [Borrower]
Date: October 26, 2023
Invoice #: [Number]
Loan #: [Number]
Property: [Address]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total: $[Amount]
Due Date: [Date]
Mortgage Invoice
From: [Lender]
To: [Borrower]
Date: October 26, 2023
Invoice #: [Number]
Loan #: [Number]
Property: [Address]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total: $[Amount]
Due Date: [Date]
Sample 20:
Monthly Mortgage Statement
[Lender]
Account #: [Number]
Statement Date: October 26, 2023
Borrower Name: [Name]
Property Address: [Address]
Beginning Balance: $[Amount]
Payment Received: $[Amount]
Current Balance: $[Amount]
Next Payment Due: $[Amount]
Monthly Mortgage Statement
[Lender]
Account #: [Number]
Statement Date: October 26, 2023
Borrower Name: [Name]
Property Address: [Address]
Beginning Balance: $[Amount]
Payment Received: $[Amount]
Current Balance: $[Amount]
Next Payment Due: $[Amount]
Sample 21:
Mortgage Payment Invoice
[Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice No: [Number]
Loan No: [Number]
Principal: $[Amount]
Interest: $[Amount]
Taxes: $[Amount]
Insurance: $[Amount]
Total Amount Due: $[Amount]
Due Date: [Date]
Mortgage Payment Invoice
[Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice No: [Number]
Loan No: [Number]
Principal: $[Amount]
Interest: $[Amount]
Taxes: $[Amount]
Insurance: $[Amount]
Total Amount Due: $[Amount]
Due Date: [Date]
Sample 22:
Invoice
Mortgage Payment
[Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice Number: [Number]
Loan Number: [Number]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total Payment Due: $[Amount]
Due Date: [Date]
Invoice
Mortgage Payment
[Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice Number: [Number]
Loan Number: [Number]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total Payment Due: $[Amount]
Due Date: [Date]
Sample 23:
Mortgage Invoice
[Lender Logo]
Date: October 26, 2023
Invoice No: [Number]
Bill To: [Borrower Name]
Loan Number: [Number]
Property Address: [Address]
Principal and Interest: $[Amount]
Escrow Payment: $[Amount]
Total Payment Due: $[Amount]
Due Date: [Date]
Mortgage Invoice
[Lender Logo]
Date: October 26, 2023
Invoice No: [Number]
Bill To: [Borrower Name]
Loan Number: [Number]
Property Address: [Address]
Principal and Interest: $[Amount]
Escrow Payment: $[Amount]
Total Payment Due: $[Amount]
Due Date: [Date]
Sample 24:
Invoice
[Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice Number: [Number]
Loan Account Number: [Number]
Property Address: [Address]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total Due: $[Amount]
Due Date: [Date]
Invoice
[Lender Name]
To: [Borrower Name]
Date: October 26, 2023
Invoice Number: [Number]
Loan Account Number: [Number]
Property Address: [Address]
Principal: $[Amount]
Interest: $[Amount]
Escrow: $[Amount]
Total Due: $[Amount]
Due Date: [Date]
In conclusion, using mortgage invoice templates helps streamline the billing process, improves clarity, and reduces errors. By including all necessary details and maintaining a professional format, lenders can ensure timely payments and positive borrower relationships. Always adapt templates to fit specific loan terms and consult with professionals to guarantee compliance.
