Extract structured fields from mortgage statements documents.
Scanned 9/10/2026
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---
name: extract-mortgage-statements-data
description: Extract structured fields from mortgage statements documents.
---
# Extract Mortgage Statements Data
Real estate and lending teams use this recipe to extract Mortgage Statements details into structured records for loan files, title review, lease administration, or portfolio systems.
## APIs Used
Document Extraction (1 credit per page)
## Prerequisites
You need an Iteration Layer API key. Get one at [platform.iterationlayer.com](https://platform.iterationlayer.com) during the 7-day trial.
For full integration guidance (SDKs, auth, MCP, error handling), see the [Iteration Layer Integration Guide](https://iterationlayer.com/SKILL.md).
## Implementation
```bash
curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"files": [
{
"type": "url",
"name": "mortgage-statements.pdf",
"url": "https://example.com/documents/mortgage-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "property_address",
"type": "ADDRESS",
"description": "Property address"
},
{
"name": "document_number",
"type": "TEXT",
"description": "Loan, lease, title, closing, or report number"
},
{
"name": "primary_party",
"type": "TEXT",
"description": "Borrower, tenant, owner, buyer, or insured party"
},
{
"name": "counterparty",
"type": "TEXT",
"description": "Lender, landlord, seller, title company, or inspector"
},
{
"name": "document_date",
"type": "DATE",
"description": "Document date"
},
{
"name": "primary_amount",
"type": "CURRENCY_AMOUNT",
"description": "Rent, mortgage balance, closing amount, premium, or stated value"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Charges, terms, findings, exceptions, or property details",
"fields": [
{
"name": "description",
"type": "TEXT",
"description": "Line item, term, finding, or exception description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Associated amount"
}
]
},
{
"name": "status_or_summary",
"type": "TEXT",
"description": "Status, conclusion, renewal terms, or summary"
}
]
}
}'
```
```typescript
import { IterationLayer } from "iterationlayer";
const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });
const result = await client.extractDocument({
"files": [
{
"type": "url",
"name": "mortgage-statements.pdf",
"url": "https://example.com/documents/mortgage-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "property_address",
"type": "ADDRESS",
"description": "Property address"
},
{
"name": "document_number",
"type": "TEXT",
"description": "Loan, lease, title, closing, or report number"
},
{
"name": "primary_party",
"type": "TEXT",
"description": "Borrower, tenant, owner, buyer, or insured party"
},
{
"name": "counterparty",
"type": "TEXT",
"description": "Lender, landlord, seller, title company, or inspector"
},
{
"name": "document_date",
"type": "DATE",
"description": "Document date"
},
{
"name": "primary_amount",
"type": "CURRENCY_AMOUNT",
"description": "Rent, mortgage balance, closing amount, premium, or stated value"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Charges, terms, findings, exceptions, or property details",
"fields": [
{
"name": "description",
"type": "TEXT",
"description": "Line item, term, finding, or exception description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Associated amount"
}
]
},
{
"name": "status_or_summary",
"type": "TEXT",
"description": "Status, conclusion, renewal terms, or summary"
}
]
}
});
```
```python
from iterationlayer import IterationLayer
client = IterationLayer(api_key="YOUR_API_KEY")
result = client.extract_document(**{
"files": [
{
"type": "url",
"name": "mortgage-statements.pdf",
"url": "https://example.com/documents/mortgage-statements-sample.pdf"
}
],
"schema": {
"fields": [
{
"name": "property_address",
"type": "ADDRESS",
"description": "Property address"
},
{
"name": "document_number",
"type": "TEXT",
"description": "Loan, lease, title, closing, or report number"
},
{
"name": "primary_party",
"type": "TEXT",
"description": "Borrower, tenant, owner, buyer, or insured party"
},
{
"name": "counterparty",
"type": "TEXT",
"description": "Lender, landlord, seller, title company, or inspector"
},
{
"name": "document_date",
"type": "DATE",
"description": "Document date"
},
{
"name": "primary_amount",
"type": "CURRENCY_AMOUNT",
"description": "Rent, mortgage balance, closing amount, premium, or stated value"
},
{
"name": "line_items",
"type": "ARRAY",
"description": "Charges, terms, findings, exceptions, or property details",
"fields": [
{
"name": "description",
"type": "TEXT",
"description": "Line item, term, finding, or exception description"
},
{
"name": "amount",
"type": "CURRENCY_AMOUNT",
"description": "Associated amount"
}
]
},
{
"name": "status_or_summary",
"type": "TEXT",
"description": "Status, conclusion, renewal terms, or summary"
}
]
}
})
```
```go
package main
import il "github.com/iterationlayer/sdk-go"
func main() {
client := il.NewClient("YOUR_API_KEY")
result, err := client.ExtractDocument(il.ExtractDocumentRequest{
Files: []il.FileInput{
il.FileInput{
Type: "url",
Name: "mortgage-statements.pdf",
Url: "https://example.com/documents/mortgage-statements-sample.pdf",
},
},
Schema: il.ExtractionSchema{
Fields: []any{
il.AddressFieldConfig{
Name: "property_address",
Type: "ADDRESS",
Description: "Property address",
},
il.TextFieldConfig{
Name: "document_number",
Type: "TEXT",
Description: "Loan, lease, title, closing, or report number",
},
il.TextFieldConfig{
Name: "primary_party",
Type: "TEXT",
Description: "Borrower, tenant, owner, buyer, or insured party",
},
il.TextFieldConfig{
Name: "counterparty",
Type: "TEXT",
Description: "Lender, landlord, seller, title company, or inspector",
},
il.DateFieldConfig{
Name: "document_date",
Type: "DATE",
Description: "Document date",
},
il.CurrencyAmountFieldConfig{
Name: "primary_amount",
Type: "CURRENCY_AMOUNT",
Description: "Rent, mortgage balance, closing amount, premium, or stated value",
},
il.ArrayFieldConfig{
Name: "line_items",
Type: "ARRAY",
Description: "Charges, terms, findings, exceptions, or property details",
Fields: []any{
il.TextFieldConfig{
Name: "description",
Type: "TEXT",
Description: "Line item, term, finding, or exception description",
},
il.CurrencyAmountFieldConfig{
Name: "amount",
Type: "CURRENCY_AMOUNT",
Description: "Associated amount",
},
},
},
il.TextFieldConfig{
Name: "status_or_summary",
Type: "TEXT",
Description: "Status, conclusion, renewal terms, or summary",
},
},
},
})
if err != nil {
panic(err)
}
_ = result
}
```
```n8n
{
"name": "Extract Mortgage Statements Data",
"nodes": [
{
"parameters": {
"content": "## Extract Mortgage Statements Data\n\nReal estate and lending teams use this recipe to extract Mortgage Statements details into structured records for loan files, title review, lease administration, or portfolio systems.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
"height": 280,
"width": 500,
"color": 2
},
"type": "n8n-nodes-base.stickyNote",
"typeVersion": 1,
"position": [
200,
40
],
"id": "extract-mortgage-statements-data-overview",
"name": "Overview"
},
{
"parameters": {},
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
250,
300
],
"id": "extract-mortgage-statements-data-trigger",
"name": "Manual Trigger"
},
{
"parameters": {
"resource": "documentExtraction",
"schemaInputMode": "rawJson",
"schemaJson": "{\n \"fields\": [\n {\n \"name\": \"property_address\",\n \"type\": \"ADDRESS\",\n \"description\": \"Property address\"\n },\n {\n \"name\": \"document_number\",\n \"type\": \"TEXT\",\n \"description\": \"Loan, lease, title, closing, or report number\"\n },\n {\n \"name\": \"primary_party\",\n \"type\": \"TEXT\",\n \"description\": \"Borrower, tenant, owner, buyer, or insured party\"\n },\n {\n \"name\": \"counterparty\",\n \"type\": \"TEXT\",\n \"description\": \"Lender, landlord, seller, title company, or inspector\"\n },\n {\n \"name\": \"document_date\",\n \"type\": \"DATE\",\n \"description\": \"Document date\"\n },\n {\n \"name\": \"primary_amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Rent, mortgage balance, closing amount, premium, or stated value\"\n },\n {\n \"name\": \"line_items\",\n \"type\": \"ARRAY\",\n \"description\": \"Charges, terms, findings, exceptions, or property details\",\n \"fields\": [\n {\n \"name\": \"description\",\n \"type\": \"TEXT\",\n \"description\": \"Line item, term, finding, or exception description\"\n },\n {\n \"name\": \"amount\",\n \"type\": \"CURRENCY_AMOUNT\",\n \"description\": \"Associated amount\"\n }\n ]\n },\n {\n \"name\": \"status_or_summary\",\n \"type\": \"TEXT\",\n \"description\": \"Status, conclusion, renewal terms, or summary\"\n }\n ]\n}",
"files": {
"fileValues": [
{
"fileInputMode": "url",
"fileName": "mortgage-statements.pdf",
"fileUrl": "https://example.com/documents/mortgage-statements-sample.pdf"
}
]
}
},
"type": "n8n-nodes-iterationlayer.iterationLayer",
"typeVersion": 1,
"position": [
500,
300
],
"id": "extract-mortgage-statements-data-extract",
"name": "Extract Data",
"credentials": {
"iterationLayerApi": {
"id": "1",
"name": "Iteration Layer API"
}
}
}
],
"connections": {
"Manual Trigger": {
"main": [
[
{
"node": "Extract Data",
"type": "main",
"index": 0
}
]
]
}
},
"settings": {
"executionOrder": "v1"
}
}
```
```prompt
Extract mortgage statements data from the file at [file URL]. Use the extract_document tool with these fields:
- property_address (ADDRESS): Property address
- document_number (TEXT): Loan, lease, title, closing, or report number
- primary_party (TEXT): Borrower, tenant, owner, buyer, or insured party
- counterparty (TEXT): Lender, landlord, seller, title company, or inspector
- document_date (DATE): Document date
- primary_amount (CURRENCY_AMOUNT): Rent, mortgage balance, closing amount, premium, or stated value
- line_items (ARRAY): Each with description (TEXT), amount (CURRENCY_AMOUNT)
- status_or_summary (TEXT): Status, conclusion, renewal terms, or summary
```
### Response
```json
{
"success": true,
"data": {
"property_address": {
"value": {
"street": "100 Market Street",
"city": "Berlin",
"postal_code": "10115",
"country": "DE"
},
"confidence": 0.97,
"citations": [
"PROPERTY ADDRESS"
]
},
"document_number": {
"value": "BL-2026-00418",
"confidence": 0.97,
"citations": [
"DOCUMENT NUMBER"
]
},
"primary_party": {
"value": "Primary Party",
"confidence": 0.97,
"citations": [
"PRIMARY PARTY"
]
},
"counterparty": {
"value": "Counterparty",
"confidence": 0.97,
"citations": [
"COUNTERPARTY"
]
},
"document_date": {
"value": "2026-04-15",
"confidence": 0.97,
"citations": [
"15 Apr 2026"
]
},
"primary_amount": {
"value": {
"amount": "1234.56",
"currency": "USD"
},
"confidence": 0.97,
"citations": [
"$1,234.56"
]
},
"line_items": {
"value": [
{
"description": {
"value": "Description",
"confidence": 0.96,
"citations": [
"DESCRIPTION"
]
},
"amount": {
"value": {
"amount": "1234.56",
"currency": "USD"
},
"confidence": 0.96,
"citations": [
"$1,234.56"
]
}
}
],
"confidence": 0.97,
"citations": [
"LINE ITEMS"
]
},
"status_or_summary": {
"value": "Status Or Summary",
"confidence": 0.97,
"citations": [
"STATUS OR SUMMARY"
]
}
}
}
```
## Links
- [Integration guide](https://iterationlayer.com/SKILL.md)
- [Full documentation](https://iterationlayer.com/docs)
- [OpenAPI spec](https://api.iterationlayer.com/openapi.json)
- [Browse all recipes](https://iterationlayer.com/recipes)
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