Citizens Bank → Google Sheets for Mortgage Brokers
As mortgage broker, you need Citizens Bank bank statements in Google Sheets format. Citizens Bank statements include both personal and business formats with detailed fee breakdowns. BankScan AI extracts transactions while noting service charges separately. BankScan AI handles the conversion — MM/DD, traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section, and all.
How It Works
Upload Citizens Bank PDF
Drop your Citizens Bank statement PDF. Supports PDF.
AI converts to Google Sheets
Parses Citizens Bank's MM/DD, 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.
Citizens Bank + Google Sheets + Mortgage Brokers
- Citizens Bank expertise — Handles MM/DD and traditional layout with Date, Description, Debits, Credits, and Balance columns, plus a detailed Service Charge Summary section
- 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
Citizens Bank to Google Sheets — For Mortgage Brokers
Handles MM/DD, outputs perfect Google Sheets. Free tier available.
Convert Citizens Bank to Google Sheets Free