Bank statement packages for DSCR loan files
DSCR reviews live on deposit and withdrawal history. Upload the borrower's statement PDFs and get one Excel workbook — summary per month, every transaction row — without retyping.
Works with statements from
How it works
Collect the statements
Checking, savings, and business accounts for the period the lender wants (usually 3–6 months).
Upload the PDFs together
Pro builds one workbook: Summary (deposits, withdrawals, net per file) + a sheet per statement.
Attach to the loan file
Clean columns for underwriting — date, description, signed amount, balance, account last 4.
FAQ
What does a DSCR underwriter need from bank statements?
A sortable list of deposits and withdrawals per account and month, with consistent signed amounts so net cash flow is a SUM, not a manual calc.
Can I merge several months into one file?
Yes. That is the Pro package: one Excel workbook with a summary tab and one sheet per PDF.
Is client data stored?
No. PDFs are processed only to extract transactions and are not stored after conversion.
Convert your statement now
bank statements for DSCR loans in under a minute. Free tier included — upgrade once for unlimited conversions.
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