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
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 7/7/2025
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 6/25/2025
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 7/4/2025
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 5/2/2025
Promissory Note Guidelines
Line by line guide explaining every blank on the form.
Included Lee County compliant document last validated/updated 5/8/2025
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 7/9/2025
Annual Accounting Statement Form
Mail to borrower for fiscal year reporting.
Included Lee County compliant document last validated/updated 6/13/2025
The following Florida and Lee County supplemental forms are included as a courtesy with your order:
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.
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July 24th, 2025
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July 22nd, 2025
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July 22nd, 2025
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October 1st, 2020
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October 27th, 2022
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December 11th, 2022
I really appreciate your forms according to South Dakota laws and statues. Your forms allow me to effectively do estate planning without extensive legal expenses. The "Revocable Transfer of Death Deed" is perfect to protect against extensive probate problems for seniors in retirement. Thank you and May God Bless.
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Leslie P.
October 16th, 2021
Fantastic deed forms, formatting was spot on, nice not to have to worry about it considering how picky our clerk is. Great job you guys and gals!
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October 4th, 2023
I had worked for a couple of months sending things back and forth to the county and still had no success. I decided to use deeds.com and it was all done in a few hours. Such a relief! While I find this to be wrong and the county should work with property owners as well as they work with third parties, I was still grateful for this service.
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August 25th, 2023
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February 11th, 2025
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Rebecca M.
December 28th, 2021
This was pretty easy to fill out. The directions on all of the forms was very good. This should make life much easier at the County Recorder. Thank you!
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February 5th, 2021
Very easy to navigate and we get exactly what we need, when we need it! Also, they keep Tra k of previous purchases, so you don't have to repurchase! It's great!
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August 23rd, 2021
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May 16th, 2019
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