iterationlayer 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"
]
}
}
}