List the total payment amount due for the billing period. Include the breakdown of principal, interest, taxes, and insurance in the statement. Indicate any late fees if applicable. Review the statement for completeness and accuracy.
A mortgage statement is an accounting of all of the details about your mortgage, including the current balance owed, interest charges, interest rate changes (if you have an adjustable-rate mortgage) and a breakdown of your current and past payments.
Include details about the property, such as its address, type, and any additional information required by the template. Provide a breakdown of your monthly mortgage payments, including the principal, interest, taxes, and insurance amounts.
If you need information from your servicer, you can: Call your servicer. They may be able to help you over the phone. See your monthly mortgage statement or coupon book for the phone number. Write a letter.
Getting a statement You can print a statement from your mortgage overview screen within Online Banking. You'll need to use a desktop or laptop computer to do this.
If you need another copy of your mortgage statement, you can get one through contacting your lender. Many lenders offer access to past statements through an app or online banking portal. Alternatively, you may be able to call your lender or visit a branch to get a copy.
A mortgage broker needs a mortgage statement to assess your current mortgage details, such as the outstanding balance, interest rate, term, and monthly payments. This information helps them recommend refinancing options or new mortgage products that better suit your financial situation.
How do I view my annual mortgage document online? Sign in to your online bank. Click Overview in the main menu. Select your mortgage account. Click Download my eStatements. Follow the instructions.
Log in to EasyWeb using your Username or Access Card and EasyWeb password. From the My Accounts > Accounts screen or My Accounts > Credit Cards, Loans & Mortgages screen, click on the TD Canada Trust Mortgage hyperlink to view the details of your mortgage.