Citizens Bank → OFX for Mortgage Brokers
As mortgage broker, you need Citizens Bank bank statements in OFX 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 OFX
Parses Citizens Bank's MM/DD, extracts all transactions, outputs OFX (.ofx).
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 + OFX + 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
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- 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 OFX — For Mortgage Brokers
Handles MM/DD, outputs perfect OFX. Free tier available.
Convert Citizens Bank to OFX Free