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Residential mortgage

personas/family-organizer/files/finance/mortgage-statement.pdf
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                                                                                         PO Box 71820
                                                                                  Cincinnati, OH 45271

Tessaly Home Lending                                                                    (800) 555-0190
                                                                                 tessalyhome.example




Mortgage Statement

 Statement date                                                             September 16, 2026

 Loan number                                                                    0047-338-21965

 Borrowers                                            Leah M. Brandvold and Marcus D. Adeyemi

 Property                                           2714 Quillfeather Lane, Westerville, OH 43081

 Payment due date                                                                October 1, 2026

 Amount due                                                                             $2,148.37

If payment is received after October 16, 2026, a late fee of $71.88 will be charged.

Account information

 Outstanding principal                                                               $306,652.71

 Interest rate (fixed)                                                                    2.875%

 Escrow balance                                                                         $2,871.44

 Maturity date                                                                    August 1, 2051

 Prepayment penalty                                                                          None


Explanation of amount due

 Principal                                                                                $702.91

 Interest                                                                                 $734.69

 Escrow (taxes and insurance)                                                             $653.02

 Mortgage insurance                                                                         $57.75

 Regular monthly payment                                                                $2,148.37

 Fees charged                                                                                $0.00

 Total amount due                                                                       $2,148.37
Past payments
                                               Paid last month             Paid year to date

 Principal                                     $701.23                             $6,251.07

 Interest                                      $736.37                             $6,687.33

 Escrow (taxes and insurance)                  $653.02                             $5,877.18

 Mortgage insurance                            $57.75                               $519.75

 Fees                                          $0.00                                  $0.00

 Total                                         $2,148.37                         $19,335.33


Escrow paid out this year
 Date             Paid to                                                           Amount

 01/14/2026       Franklin County Treasurer, first half taxes                      $3,099.62

 06/12/2026       Franklin County Treasurer, second half taxes                     $3,099.62

 08/10/2026       Harborline Mutual Insurance, policy HO-7719024-06                $1,637.00


Important messages
Your principal balance is 79.6% of the original value of the property ($385,000.00). You may
ask us in writing to cancel private mortgage insurance; we will need a good payment history
and may require a current valuation. Mortgage insurance ends automatically when the
balance is scheduled to reach 78% of the original value ($300,300.00), which is expected with
the payment due June 1, 2027.

Your next escrow analysis is scheduled for July 2027.

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Record

Residential mortgage Mortgage · saved Aug 6, 2021

Values from records

5render unknown

The record values this file is made from: the ones its text names with {{record.field}}, and the fields its template reads. A value here is in the file's source; whether it is readable depends on the look.

ValueNow
mortgage-house.account_number 0047-338-21965
mortgage-house.monthly_payment 2148.37
mortgage-house.end_date 2051-08-01
home-policy.policy_number HO-7719024-06
home-policy.annual_premium 1637

The values at render time were not recorded: the file was rendered before files/rendered.json existed. Rendering it again records them.

Planted

only_in_file Cash to close ($37,773.28), the seller credit and "no prepayment penalty" are only in the closing disclosure. The escrow balance and late fee are only on the mortgage statement. The life policy's beneficiaries are only on its schedule. Marcus's cholesterol and A1c values are only on the lab report. Nora's grades and absences are only on the report card. The August 3 deadline is only in the school nurse's letter. The 2025 refund is only in the accountant's letter. The office and specialist copays are only on the picture of the insurance card.

attachments.yaml 
record: mortgage-house
template: document
style: statement
org:
  name: Tessaly Home Lending
  lines:
  - PO Box 71820
  - Cincinnati, OH 45271
  phone: '8005550190'
  web: tessalyhome.example
  color: '#7a3b1f'
title: Mortgage Statement
body: '| | |

  |---|---|

  | **Statement date** | September 16, 2026 |

  | **Loan number** | {{mortgage-house.account_number}} |

  | **Borrowers** | Leah M. Brandvold and Marcus D. Adeyemi |

  | **Property** | 2714 Quillfeather Lane, Westerville, OH 43081 |

  | **Payment due date** | October 1, 2026 |

  | **Amount due** | **{{mortgage-house.monthly_payment|money}}** |


  If payment is received after October 16, 2026, a late fee of $71.88 will be charged.


  ## Account information


  | | |

  |---|---|

  | Outstanding principal | $306,652.71 |

  | Interest rate (fixed) | 2.875% |

  | Escrow balance | $2,871.44 |

  | Maturity date | {{mortgage-house.end_date}} |

  | Prepayment penalty | None |


  ## Explanation of amount due


  | | |

  |---|---|

  | Principal | $702.91 |

  | Interest | $734.69 |

  | Escrow (taxes and insurance) | $653.02 |

  | Mortgage insurance | $57.75 |

  | **Regular monthly payment** | **{{mortgage-house.monthly_payment|money}}** |

  | Fees charged | $0.00 |

  | **Total amount due** | **{{mortgage-house.monthly_payment|money}}** |


  ## Past payments


  | | Paid last month | Paid year to date |

  |---|---|---|

  | Principal | $701.23 | $6,251.07 |

  | Interest | $736.37 | $6,687.33 |

  | Escrow (taxes and insurance) | $653.02 | $5,877.18 |

  | Mortgage insurance | $57.75 | $519.75 |

  | Fees | $0.00 | $0.00 |

  | **Total** | **$2,148.37** | **$19,335.33** |


  ## Escrow paid out this year


  | Date | Paid to | Amount |

  |---|---|---|

  | 01/14/2026 | Franklin County Treasurer, first half taxes | $3,099.62 |

  | 06/12/2026 | Franklin County Treasurer, second half taxes | $3,099.62 |

  | 08/10/2026 | Harborline Mutual Insurance, policy {{home-policy.policy_number}} | {{home-policy.annual_premium|money}}
  |


  ## Important messages


  Your principal balance is 79.6% of the original value of the property ($385,000.00). You may ask us
  in writing to cancel private mortgage insurance; we will need a good payment history and may require
  a current valuation. Mortgage insurance ends automatically when the balance is scheduled to reach 78%
  of the original value ($300,300.00), which is expected with the payment due June 1, 2027.


  Your next escrow analysis is scheduled for July 2027.

  '