Dataset viewer

Residential mortgage

Quillfeather Lane · 30 year fixed, 2.875%
saved Aug 6, 2021 17:43start date Aug 6, 2021trap
5linked records
1question
1file

Fields

NameTessaly Home Lending
Account number0047-338-21965
Monthly payment2148.37
Start date2021-08-06
End date2051-08-01
Description30 year fixed, 2.875%

Comments

0

Comments are added in the local viewer; this copy is read-only.

documentclean 2 pages
Why it exists

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.

Story, 2021-08-06: They buy the house on Quillfeather Lane and move out of the Columbus rental. Leah buys the Outback the same summer.

Questions that use it

1
q070 can we drop the PMI yet

In the app

current

From the app's own code (viewer/app_export.sh): Made with app 1dba8a1e6 on 2026-11-04.

Residential mortgage
Quillfeather Lane
30 year fixed, 2.875%
Listed on DocumentsFinance: Mortgage / LeaseNotesPasscodesReminders

Returned by model runs

1

Attempts whose tool calls or results named this record.

L10#5 conversations-thoughts-drop

One step out

document_subject →Closing Disclosure - signed 8-6-21 — Document; document_subjectClosing Disclosure - …no relationship name ←Quillfeather Lane — Property; no relationship nameQuillfeather Lanenote_subject →Tessaly statement came. principal is down to 306,652.71 — Note; note_subjectTessaly statement cam…assign_to ←Tessaly Home Lending — Passcode; assign_toTessaly Home Lendingreminder_subject →call Tessaly - ask to drop the PMI — Reminder; reminder_subjectcall Tessaly - ask to…Residential mortgage

As the app receives it

2

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_mortgage",
 "id": "n_mortgage_house",
 "createdAt": "1628271780000",
 "name": "Tessaly Home Lending",
 "account_number": "0047-338-21965",
 "monthly_payment": 2148.37,
 "start_date": "2021-08-06T00:00:00.000Z",
 "end_date": "2051-08-01T00:00:00.000Z",
 "description": "30 year fixed, 2.875%"
}
{
 "$type": "n_type_file",
 "id": "n_mortgage_house_file_1",
 "uri": "persona-file:finance/mortgage-statement.pdf",
 "createdAt": "1628271840000",
 "thumbnail_600": "persona-thumb:finance/mortgage-statement.pdf",
 "mime_type": "application/pdf"
}

Source

personas/family-organizer/records/finance.yaml:81

- id: mortgage-house
  kind: mortgage
  property: house
  name: Tessaly Home Lending
  account_number: "0047-338-21965"
  monthly_payment: 2148.37
  start_date: 2021-08-06
  end_date: 2051-08-01
  description: 30 year fixed, 2.875%