Form 1098 generation & automation

Track mortgage interest received, generate 1098 PDFs in bulk, and auto-email borrowers every January.

Updated June 13, 2026

If you're the one collecting interest, you may need to report it — NoteHarbor handles Form 1098 end to end.

Interest tracking

For each ASSET loan (a note you hold, where you're the interest recipient), NoteHarbor tracks the mortgage interest received across the year as payments are recorded, so the reportable figure is always ready.

Generate the PDF

On a loan, generate the 1098 PDF for the tax year. The form is populated from the loan's real interest history — no re-keying.

Bulk generation

Need 1098s for your whole book? Select multiple loans and bulk-generate their 1098s in one pass instead of opening each loan individually.

Auto-email every January

Turn on automation and NoteHarbor will auto-email each borrower their 1098 every January so they have it for their taxes — one less thing on your start-of-year list.

1098 applies to ASSET loans where you receive the interest. Tax IDs used on the form are encrypted at rest and only decrypted when the form is generated. These forms support your filing — confirm specifics with your CPA.

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Form 1098 generation & automation · NoteHarbor Help