Topic guide
File Converters for Mortgage Brokers
Choose a file converter for bank-statement data or structured records.
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Match the Converter to Your File
Choose a file converter by the file you have and the format your next task needs. Bank-statement extraction takes transaction details from a statement and puts them into rows you can review.
If your source is a statement, start with the bank statement converter and read its supported input and output formats before selecting a confidential file. The source format matters because a statement document and a table of transactions need different processing.
A comma-separated values (CSV) file already contains structured records. CSV conversion changes how those records are stored for use in another program, so match the converter’s output to that program’s import requirements.
Keep the original file and compare the converted records with it before using them in a client file. Check that transaction amounts retain their signs and that descriptions stay with the correct rows. Conversion prepares the data for review, while deciding what a transaction means for income or expenses is a separate task.
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Choose the tool you need
2 converters
- Bank Statement Converter
Convert a digital bank statement PDF into CSV or an Excel-compatible transaction table. Review dates and amounts locally before downloading the result.
- CSV Converter
Convert CSV, spreadsheet and structured-text tables locally. Preview columns, choose delimiters and download the format your next system accepts.