Monthly statement emails

Automatically email each borrower a monthly statement with balances and payment updates.

Updated June 13, 2026

Keep borrowers informed without lifting a finger.

Automatic monthly statements

NoteHarbor can email each borrower their monthly statement on a schedule. Every statement reflects the latest balances and payment updates as of the run, so borrowers always see where they stand.

What's in the PDF

The statement is a clean PDF showing the period's activity — payments received, how they were applied, and current principal and escrow balances. Each PDF also includes the borrower's portal link, so a borrower can jump straight from their statement into the full portal to see history and pull older statements.

Branding

On white-label accounts, statements carry your company name and logo (set under Settings → Branding); otherwise they carry NoteHarbor branding.

Statements are a great retention and trust tool — borrowers who get a tidy monthly statement call you less and trust the servicing more.

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Monthly statement emails · NoteHarbor Help