# Ownership & Mortgage ## Property Address *\[Enter full property address here\]* ## Ownership
**Type of Ownership***\[e.g., Joint tenants, Tenants in common, etc.\]*
**Owner Name(s)***\[Names on the deed\]*
**Date Purchased***\[Purchase date\]*
**Purchase Price***\[Amount\]*
**Deed Location***\[Where the physical deed is stored\]*
## Mortgage
**Lender***\[Lender name\]*
**Loan Number***\[Account/loan number\]*
**Monthly Payment***\[Amount\]*
**Payment Due Date***\[Day of month\]*
**How Payment Is Made***\[Auto-pay from which account, online portal, etc.\]*
**Interest Rate***\[Rate and type - fixed/variable\]*
**Loan Maturity Date***\[When it's paid off\]*
**Remaining Balance***\[Approximate as of last check\]*
**Escrow Included?***\[Yes/No - property tax and insurance in payment?\]*
**Lender Contact***\[Phone number and website\]*
## What to Do If something happens to me, the mortgage payment should continue via auto-pay. If auto-pay stops working, log into the lender's website (credentials in password manager) or call the number above. Notify the lender of the situation — they may offer forbearance or payment adjustments during the transition.