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extract-mortgage-statements-data

Extract structured fields from mortgage statements documents.

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iterationlayer/skills

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SKILL.md (original)

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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 during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

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"
      }
    ]
  }
}'

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"
      }
    ]
  }
});

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"
      }
    ]
  }
})

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
}

{
  "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"
  }
}

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

{
  "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"
      ]
    }
  }
}

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Install

Install with a command

npx skills add https://github.com/iterationlayer/skills --skill extract-mortgage-statements-data

Paste it into your terminal and run it (requires Node.js). You can choose which agents to install it for, such as Claude Code or Codex.

Ask your agent

Please install the following Agent Skill.
https://github.com/iterationlayer/skills/tree/main/skills/extract-mortgage-statements-data

First review SKILL.md and the bundled files and confirm there is nothing suspicious (such as sending data externally or reading credentials). Then place it in ~/.claude/skills/extract-mortgage-statements-data/ for Claude Code, or ~/.agents/skills/extract-mortgage-statements-data/ for Codex.

Send this text to Claude Code or Codex as is. It checks the contents before installing.

View source on GitHub

Repository: iterationlayer/skills
Stars: 4
Forks: 0
Category: Data & AI
License: MIT
Original language: English
Last updated: Jun 9, 2026

A skill is a set of instructions and scripts for an agent. cccskills does not guarantee that skills are safe. Review the contents before you install.

Files included (1)

SKILL.md (original)

Extract Mortgage Statements Data

APIs Used

Prerequisites

Implementation

Response

Links

Reviews

Comments

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