Chase → Google Sheets for Mortgage Brokers
As mortgage broker, you need Chase bank statements in Google Sheets format. Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers. BankScan AI handles the conversion — MM/DD/YYYY, sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance, and all.
How It Works
Upload Chase PDF
Drop your Chase statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Chase's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
Use in your mortgage brokers work
Download and use with Mortgage Brain, Twenty7Tec. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
Chase + Google Sheets + Mortgage Brokers
- Chase expertise — Handles MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- Built for mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
Chase to Google Sheets — For Mortgage Brokers
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert Chase to Google Sheets Free