Keep your mortgage payment records organized with our free, editable mortgage receipt template.
Available in Google Sheets, Excel, Word, Google Docs, and PDF, it’s designed for easy customization and accurate documentation.
For more flexibility, check out our complete collection of free professional receipt templates.
What Is a Mortgage Receipt Template?
A mortgage receipt template is a standardized document used to record and acknowledge payments made toward a mortgage loan.
This template serves as proof of payment for both the lender and borrower, helping maintain accurate financial records and providing documentation for tax purposes or disputes.
Download Spreadsheet Daddy’s Free Mortgage Receipt Template
Our Mortgage Receipt Template provides a professional format for documenting monthly mortgage payments and related expenses.
What’s included
- Comprehensive company and customer information sections: Dedicated input fields capture essential details, including company name, email, address, and phone number at the top, plus a “Bill To” section for customer name, email, address, and phone number, ensuring complete record-keeping for every mortgage payment transaction.
- Transaction tracking fields: Built-in spaces for receipt date, receipt number, and payment method selection, providing organized documentation and easy reference for current records and future mortgage payment history audits.
- Detailed itemized payment breakdown table: A table with four columns (Description, QTY, Unit Cost, Amount) allows you to itemize mortgage payment components such as principal, interest, insurance, taxes, HOA fees, or late charges, providing complete transparency for each transaction.
- Automated calculation summary section: Pre-formatted footer automatically tallies subtotal, applies configurable tax rate percentage, calculates tax amount, and displays total amount due, eliminating manual calculation errors and ensuring accuracy in every mortgage payment receipt.
- Professional layout with notes functionality: Clean, printer-friendly design features clearly labeled sections, adequate spacing for readability, and a dedicated notes area for recording property addresses, loan account numbers, payment confirmations, or special instructions related to the mortgage payment.
The template includes standard payment details and can be easily customized by adding or removing columns to suit your specific needs.
Choose your preferred format and get a free blank mortgage receipt template from the links below:
How to Use Our Mortgage Receipt Template
1. Get your mortgage receipt template in Excel, Word, or PDF format, or customize a copy in Google Sheets or Google Docs.
2. Enter your company information at the top, including your company name, email, address, phone number, and logo.
3. Complete the “Bill To” section with the borrower’s details, along with the receipt date, receipt number, and payment method.
4. Itemize any fees, services, or mortgage-related charges. Include the quantity and price for each item, and the template will automatically calculate the line totals.
5. Apply the relevant tax rate. The template will automatically calculate the subtotal, tax amount, amd total amount due.
6. Use the Notes section to include any vital information, such as payment terms, loan details, or special instructions.
