Our goal is to create a statement that is easy to understand and that provides information to borrowers about current and past payments. Balances Prior to Billing Transactions are Shown Below – Displays balances, as of the statement date, for the following accounts: • Principal.Our mortgage statement content and layout models the format in the appendix of the regulation. Exceptions. Edit, sign, and share Quarterly Mortgage Statement online. No need to install software, just go to DocHub, and sign up instantly and for free. A Satisfaction of Security Instrument is a document that shows an individual has paid a deed of trust or a mortgage in full. Your mortgage statement contains important information about your loan balance and monthly payments. See what's included in this guide. A letter of explanation can clarify your financial situation and get you one step closer to qualifying for a mortgage. Please note: if you must send a letter for one or more of the items in the lists below, you may include them all in one letter.