Build the bank statement package for underwriting
Underwriting packages fail on the spreadsheet, not the PDF. Upload every statement for the borrower and download one workbook your reviewer can open without folder diving.
Works with statements from
How it works
Name the files first
Borrower-Acct-Month.pdf — sheet names in the workbook follow the source files.
Upload the set
Up to 20 PDFs at once on Pro. We extract every posted transaction line.
Review the Summary
Per statement: transaction count, total debits, total credits, net. Spot-check against the PDF balances.
FAQ
Who uses this?
Independent loan officers, small mortgage and DSCR shops, and bookkeepers preparing files for lenders or CPAs.
What is on the Summary sheet?
Source filename, bank, account last 4, period, transaction count, total debits, total credits, and net for each statement.
Free or Pro?
Free converts one PDF at a time (3/day). Pro is a one-time $24.99 for unlimited conversions and multi-statement packages.
Convert your statement now
bank statement package underwriting in under a minute. Free tier included — upgrade once for unlimited conversions.
Convert a PDF free