Speed up loan approvals, verify client assets, and streamline mortgage applications with instant bank statement conversion to Excel/CSV.
EasyBankConvert is the fastest way to convert PDF bank statements into clean Excel or CSV files. Built for real estate agents, mortgage loan officers, underwriters, and lenders who need to verify assets, calculate income, and process loan applications faster.
Close loans faster: Convert months of bank statements in seconds, verify client assets instantly, and get to "clear to close" without manual data entry delays.
Buyers need pre-approval letters fast in competitive markets. Convert their bank statements instantly to verify assets and income for same-day approval letters.
Underwriters require proof of funds for down payments and reserves. Convert statements to Excel, highlight relevant balances, and submit clean documentation to lenders.
Self-employed borrowers, gig workers, and commission-based income require bank statement analysis. Extract deposits, calculate monthly averages, and determine qualifying income for DTI ratios.
Identify NSF fees, large unexplained deposits (potential gift/loan issues), or inconsistent income patterns before submitting to underwriting.
Process bank statement mortgages faster. Convert 12-24 months of statements, calculate average deposits, and prepare documentation for non-QM lenders.
Stop waiting for clients to manually type transactions or paying processors $50+ per file. Convert instantly and keep deals moving to closing.
Drag and drop PDF statements from any bank—Chase, Wells Fargo, Bank of America, credit unions, or regional banks. Works with checking, savings, and investment accounts.
Advanced AI reads the PDF, extracts dates, descriptions, debits, credits, and balances. Handles complex formats, multi-page statements, and even scanned documents.
Get structured data with proper columns: Date | Description | Debit | Credit | Balance. Ready for analysis, calculations, or forwarding to underwriters.
Use Excel formulas to calculate averages, highlight key transactions, or import into your loan origination system (LOS). File is auto-deleted after download for privacy.
Works with ALL bank statement formats:
Convert a 50-page statement in 30 seconds vs. hours of manual typing. Close loans faster and increase your monthly volume.
AI-powered extraction eliminates human error. Perfect for underwriting requirements and compliance documentation.
Stop paying $50-100 per file to third-party processors. Plans start at $49/month with unlimited conversions within your page limit.
Bank-level encryption, instant processing, and automatic deletion. Zero data retention = maximum security for sensitive financial documents.
Cloud-based tool works on desktop, tablet, or phone. No software installation. Perfect for busy agents and LOs on the go.
Respond to client requests immediately instead of waiting days for processing. Speed builds trust and closes more deals.
1. Borrower sends bank statements (email or upload)
2. Convert to Excel in 30 seconds
3. Verify assets:
4. Calculate income (if self-employed):
5. Issue pre-approval letter same day
1. Request official statements (2 months most recent for conventional, 12-24 months for bank statement loans)
2. Convert all statements to Excel
3. Create summary spreadsheet:
4. Submit to underwriting with original PDFs + Excel analysis
Common conditions made easier with Excel format:
Pro Tip: Keep both the original PDF and the Excel conversion in your loan file. PDFs satisfy compliance requirements, while Excel files enable faster analysis and responses to conditions.
$49/mo
Best for: Individual loan officers, new agents
$89/mo
Best for: High-volume LOs, mortgage brokers
$159/mo
Best for: Mortgage teams, real estate brokerages
Third-Party Processing Services: $50-100 per file
10 files/month = $500-1000/month
+ 24-48 hour delays on every loan
EasyBankConvert Business Plan: $89/month
Unlimited conversions (up to 2,000 pages) = $89/month flat
+ Instant results = Faster closings
Save $411-911/month + Close loans days faster
No credit card required. Convert up to 2 bank statements to see the quality and speed for yourself. Test it with a real client file.
Try Free Conversion →Most individual loan officers start with Professional, while brokers and teams choose Business or Enterprise. Upgrade or downgrade anytime—no contracts.
View Pricing →Add bank statement conversion to your workflow:
Join thousands of mortgage professionals who've eliminated manual bank statement processing. Start converting in 30 seconds—no installation, no training needed.
Yes. This is perfect for bank statement loans (non-QM). Convert 12-24 months of statements, calculate average deposits, and prepare documentation for lenders like Angel Oak, Deephaven, or Civic Financial.
Filter for deposits only, exclude transfers/returns, sum total deposits, divide by number of months, then apply your lender's expense ratio (typically 50% for 1099/self-employed, varies by lender).
Yes. Works with personal and business accounts from any bank. Perfect for self-employed borrowers who need to document business income.
Always submit the original PDF for compliance. The Excel conversion is a working document to speed up analysis and respond to conditions—not a replacement for the official statement.
Convert each statement separately, then combine into one master Excel file. Use tabs for each account or merge into a single sheet sorted by date.
Yes on Business and Enterprise plans. Multiple loan officers can share one login, or contact us for multi-user licenses with separate access.
Bank-level security: TLS 1.3 encryption in transit, AES-256 at rest. Files are processed instantly and deleted automatically—zero storage means zero risk.