For Lenders & Mortgage Brokers
Get to structured transaction data without hours of re-keying.
Stop manually extracting transactions from borrower PDFs. Upload the statements, download structured data, move on to the underwriting decision.
The process, before and after
Before
- 1Open PDF, manually read each transaction
- 2Re-type into spreadsheet or income worksheet
- 3Repeat for 3–6 months of statements
- 4Hours per applicant file
After
- Upload PDF statement(s)
- Download structured CSV or Excel
- Import directly into underwriting model
- Less manual entry per applicant file
How lenders use it
Residential mortgages
Turn three months into one reviewable dataset.
Upload the full statement set at once. Every transaction extracted, every month — in the time it used to take to open the files. Income patterns, NSF flags, and irregular deposits visible at a glance.
Commercial loans
Different business accounts, one review workflow.
Self-employed applicants, LLCs, and multiple accounts can be handled in one review workflow. Supported layouts produce a consistent structure, with exceptions kept visible for analyst review.
Rental income verification
Spot consistent rent credits without scanning line by line.
Convert months of statements into sortable CSV data. Filter by description or amount, then verify rental income patterns against the source statements.
What you get with every conversion
- Process multi-month statement sets in one structured workflow
- Handles domestic and international statement layouts
- Structured CSV/Excel output ready for your underwriting models
- Consistent column format regardless of source bank
- Scanned and digital statements supported with output review signals
- Source-linked: each conversion remains tied to its uploaded document
Reduce statement extraction work
Structured output can reduce repetitive entry before an analyst reviews the source documents.
Domestic and international statements
Review supported international layouts and extracted rows against each applicant's source documents.
Encrypted with access-controlled processing.
Review the Security and Privacy pages for current controls, subprocessors, access boundaries, and data terms.
Free calculators for underwriting
Run the numbers behind a loan file — then convert the borrower's statements to verify the income they're built on.
Private API Pilot
Building this workflow into your own product?
Lending and underwriting platforms can apply for the paid API pilot to receive structured statement data with source scope and validation signals before downstream decisions.
Process your next applicant's statements today.
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