Bank Statements for Mortgage Application

Prepare your financial documents for home loan approval with clear, organized statements.

Convert Statement Now

Mortgage lenders require detailed bank statements to verify your income, savings, and financial stability. They scrutinize your financial history to assess your ability to make monthly payments.

Converting your bank statements to Excel makes it easier for underwriters to review your finances. Our tool preserves all transaction details while organizing them in a format that meets lender requirements.

Typical Requirements for Mortgage Application

Mortgage applications typically require:
- 2-3 months of recent bank statements
- All pages including cover and summary pages
- Large deposits clearly documented
- Consistent income deposits visible

Tips for Mortgage Application

Document the source of any large deposits

Include all accounts used for savings or bill payments

Avoid large cash deposits before applying

Keep statements current - most lenders want the last 60 days

How to Prepare Your Bank Statement

1

Download PDF

Get your statement from your bank's online portal.

2

Upload Here

Our AI extracts all transactions automatically.

3

Get Excel

Download your clean, organized spreadsheet.

Submit

Use for your mortgage application.

Ready to Prepare Your Statement for Mortgage Application?

Upload your PDF and get a clean Excel file in seconds.

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