Free Mortgage Broker Invoice Template (PDF & Excel)

Mortgage brokers handle multiple fees, commissions and client retainers that need clear, compliant invoicing. A standardized invoice reduces disputes, speeds payment and helps you track closing-contingent fees — then forward invoices to TrackDocsAI to automatically track due dates and send reminders.

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Creating a clear Mortgage Broker invoice

Start with a professional header: your business name, logo, ABN/tax ID and contact details. Add the client’s name, property address and loan reference. Use a unique invoice number and date, and state the payment due date. Itemize each fee: broker commission (show percentage or flat fee), origination fees, application fees, third‑party costs (credit reports, valuation), retainers and reimbursable expenses. For commissions paid at closing, include a line item marked “Payable at closing” with clear conditions. Show subtotal, any applicable taxes, and the final total. Finish with accepted payment methods and late‑payment terms (e.g., 2% monthly). Keep wording precise to avoid disputes — e.g., “Broker fee (2% of loan amount) — payable on loan settlement.”

Template tips & sample line items for Mortgage Brokers

Use clear line descriptions and separate client-paid costs from third‑party charges. Example line items: “Broker commission (2% of $X loan amount)”, “Loan origination fee”, “Credit report fee (reimbursable)”, “Valuation fee (paid to third party)”, “Retainer applied to final fee”. If you invoice a retainer, note how it will be applied at settlement. For contingent commissions, include the condition and expected settlement date. Provide payment options (bank transfer details, BPAY, cheque) and encourage clients to forward invoices to TrackDocsAI (or directly forward them via Telegram) so due dates are tracked and reminders are automated. Keep the template in Excel for quick edits and export to PDF to send to clients.

Frequently Asked Questions

When should I send an invoice as a mortgage broker?

Invoice for upfront work (e.g., retainer, application fees) as soon as the service is provided. For commission or origination fees payable at closing, issue an invoice dated when settlement occurs or dated to reflect the agreed payment terms, and clearly mark it as “Payable at closing.”

Do I need to include tax on my mortgage broker invoices?

That depends on your local tax rules. If you’re registered for GST/VAT/sales tax, show the tax separately and include your tax registration number. If the fees are not taxable in your jurisdiction, indicate that the amounts are GST/VAT exempt. When in doubt, consult your accountant.

How should I invoice for contingent commissions or borrower‑paid fees?

Clearly state the condition that triggers payment (e.g., loan settlement) and the expected timing. Include a line item showing the contingent commission with a note like “Payable on loan settlement — contingent on successful settlement.” When the condition is met, update the invoice date or issue a final invoice for tracking and payment.

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