Lee County Mortgage Instrument and Promissory Note Form (Florida)

All Lee County specific forms and documents listed below are included in your immediate download package:

Mortgage Instrument and Promissory Note Form

Lee County Mortgage Instrument and Promissory Note Form

Fill in the blank Mortgage Instrument and Promissory Note form formatted to comply with all Florida recording and content requirements.
Included Lee County compliant document last validated/updated 12/11/2024

Mortgage Instrument and Promissory Note Guide

Lee County Mortgage Instrument and Promissory Note Guide

Line by line guide explaining every blank on the Mortgage Instrument and Promissory Note form.
Included Lee County compliant document last validated/updated 11/4/2024

Completed Example of the Mortgage Instrument and Promissory Note Document

Lee County Completed Example of the Mortgage Instrument and Promissory Note Document

Example of a properly completed Florida Mortgage Instrument and Promissory Note document for reference.
Included Lee County compliant document last validated/updated 12/3/2024

Promissory Note Form

Lee County Promissory Note Form

Note that is secured by the Mortgage Deed. Can be used for traditional installments or balloon payment.
Included Lee County compliant document last validated/updated 12/4/2024

Promissory Note Guidelines

Lee County Promissory Note Guidelines

Line by line guide explaining every blank on the form.
Included Lee County compliant document last validated/updated 12/11/2024

Completed Example of the Promissory Note

Lee County Completed Example of the Promissory Note

This Promissory Note is filled in and highlighted, showing how the guideline information, can be interpreted into the document.
Included Lee County compliant document last validated/updated 7/4/2024

Annual Accounting Statement Form

Lee County Annual Accounting Statement Form

Mail to borrower for fiscal year reporting.
Included Lee County compliant document last validated/updated 7/19/2024

When using these Mortgage Instrument and Promissory Note forms, the subject real estate must be physically located in Lee County. The executed documents should then be recorded in the following office:

Lee County Clerk of Courts - Official Records

2115 2nd St, 2nd floor / PO Box 2278, Fort Meyers, Florida 33901 / 33902

Hours: 8:00am - 5:00pm M-F

Phone: (239) 533-5007

Local jurisdictions located in Lee County include:

  • Alva
  • Boca Grande
  • Bokeelia
  • Bonita Springs
  • Cape Coral
  • Captiva
  • Estero
  • Fort Myers
  • Fort Myers Beach
  • Lehigh Acres
  • North Fort Myers
  • Pineland
  • Saint James City
  • Sanibel

How long does it take to get my forms?

Forms are available immediately after submitting payment.

How do I get my forms, are they emailed?

Immediately after you submit payment, the Lee County forms you order will be available for download directly from your account. You can then download the forms to your computer. If you do not already have an account, one will be created for you as part of the order process, and your login details will be provided to you. If you encounter any issues accessing your forms, please reach out to our support team for assistance. Forms are NOT emailed to you.

What does "validated/updated" mean?

This indicates the most recent date when at least one of the following occurred:

  • Updated: The document was updated or changed to remain compliant.
  • Validated: The document was examined by an attorney or staff, or it was successfully recorded in Lee County using our eRecording service.
Are these forms guaranteed to be recordable in Lee County?

Yes. Our form blanks are guaranteed to meet or exceed all formatting requirements set forth by Lee County including margin requirements, content requirements, font and font size requirements.

Can the Mortgage Instrument and Promissory Note forms be re-used?

Yes. You can re-use the forms for your personal use. For example, if you have more than one property in Lee County that you need to transfer you would only need to order our forms once for all of your properties in Lee County.

What are supplemental forms?

Often when a deed is recorded, additional documents are required by Florida or Lee County. These could be tax related, informational, or even as simple as a coversheet. Supplemental forms are provided for free with your order where available.

What type of files are the forms?

All of our Lee County Mortgage Instrument and Promissory Note forms are PDFs. You will need to have or get Adobe Reader to use our forms. Adobe Reader is free software that most computers already have installed.

Do I need any special software to use these forms?

You will need to have Adobe Reader installed on your computer to use our forms. Adobe Reader is free software that most computers already have installed.

Do I have to enter all of my property information online?

No. The blank forms are downloaded to your computer and you fill them out there, at your convenience.

Can I save the completed form, email it to someone?

Yes, you can save your deed form at any point with your information in it. The forms can also be emailed, blank or complete, as attachments.

Are there any recurring fees involved?

No. Nothing to cancel, no memberships, no recurring fees.

Use this mortgage for financing residential property, condominiums, planned unit developments and land. This mortgage and promissory note can be used for conventional financing or balloon payments. In Florida [every mortgage in which the final payment or the principal balance due and payable upon maturity is greater than twice the amount of the regular monthly or periodic payment of the mortgage shall be deemed a balloon mortgage; and, except as provided in subparagraph 2., there shall be printed or clearly stamped on such mortgage a legend in substantially the following form: THIS IS A BALLOON MORTGAGE AND THE FINAL PRINCIPAL PAYMENT OR THE PRINCIPAL BALANCE DUE UPON MATURITY IS $, TOGETHER WITH ACCRUED INTEREST, IF ANY, AND ALL ADVANCEMENTS MADE BY THE MORTGAGEE UNDER THE TERMS OF THIS MORTGAGE.] [697.05(2)(a)1]. A mortgage and promissory note with strict default terms can be beneficial to a party financing a real property.

(Florida Mortgage Package includes forms, guidelines, and completed example)
For use in Florida Only.

Our Promise

The documents you receive here will meet, or exceed, the Lee County recording requirements for formatting. If there's an issue caused by our formatting, we'll make it right and refund your payment.

Save Time and Money

Get your Lee County Mortgage Instrument and Promissory Note form done right the first time with Deeds.com Uniform Conveyancing Blanks. At Deeds.com, we understand that your time and money are valuable resources, and we don't want you to face a penalty fee or rejection imposed by a county recorder for submitting nonstandard documents. We constantly review and update our forms to meet rapidly changing state and county recording requirements for roughly 3,500 counties and local jurisdictions.

4.8 out of 5 - ( 4447 Reviews )

Edward E.

December 22nd, 2024

Easy to use.

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MARISSA G.

December 22nd, 2024

I recomemed this webside

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Dennis F.

December 20th, 2024

The release of mortgage form was OK, and accepted at the recorder's office, but there were some problems. Many of the fields to type in were too small to accept the data, and I could not find a way to change the field size or use a smaller font. Otherwise I was satisfied.

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Your feedback is a crucial part of our dedication to ongoing improvement. Thank you for your insightful comments.

Scott P.

October 24th, 2020

So far so good

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Catherine J S.

November 17th, 2022

Did not like that the lines aren't lining up smoothly to make the document look more professional.

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Donna P.

September 20th, 2020

Your documents were very helpful. I went ahead and filled in all the info for the Release of Lien document. It was easy to do with your example. I had all the necessary info such as plot numbers, etc. for the property and everything fit nicely onto the document. It has been notorized and mailed. My grandparents' Victorian home has new owners who love it and has paid it off. Yeah!!!

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Billie G.

October 14th, 2021

Loved this service! It was quick, easy and effective! I'll definitely be using them again!

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Tamara H.

August 7th, 2021

Absolutely awesome, all the information and forms I needed
Thanks
Tamie Hamilton

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Scott S.

June 18th, 2021

Awesome service. I'm impressed.

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Cedric H.

April 6th, 2022

The Guide and Example documents included were a great help completing the form on my own.

Reply from Staff

Thank you!

Greg S.

August 19th, 2022

The Beneficiary Deed is easy to fill out, expecially with the examples/explanations provided. The only recommendation I would make is to state that the Parcel ID and the Assessor's ID are one in the same. I looked everywhere for something that mentions "Assessor's ID" in my paperwork to no avail. Upon calling the Maricopa Assessor's number in Maricopa I was told that they are the same.

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Barbara A.

April 25th, 2024

Always helpful!rn

Reply from Staff

We are thankful for your continued support and feedback, which inspire us to continuously improve. Thank you..

JOHN B.

December 14th, 2020

Process of acquiring an account and submitting a document was VERY easy. Failure was on the Recorders office, for not accepting the survey.
Cheers.

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Thank you!

Constance R.

July 13th, 2020

It was very easy to e-file. I liked it.

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thomas C.

July 7th, 2020

Thank you for being there for me when I couldn't get it done myself. I was a little confused with the operation at first but then became easy. I will definitely be using you again and again. Even after the pandemic is over.It's approximately 15 miles one way to downtown Orlando to do what you did for me sitting at my house

Reply from Staff

Glad we could help Thomas, have a great day!