Coutts → OFX for Mortgage Brokers
As mortgage broker, you need Coutts bank statements in OFX format. Coutts private banking statements have a premium layout with additional wealth summary sections that BankScan AI filters correctly. BankScan AI handles the conversion — DD MMM YYYY, premium layout with separate current account, savings, and investment summary sections, and all.
How It Works
Upload Coutts PDF
Drop your Coutts statement PDF. Supports PDF.
AI converts to OFX
Parses Coutts's DD MMM YYYY, 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.
Coutts + OFX + Mortgage Brokers
- Coutts expertise — Handles DD MMM YYYY and premium layout with separate current account, savings, and investment summary sections
- 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
Coutts to OFX — For Mortgage Brokers
Handles DD MMM YYYY, outputs perfect OFX. Free tier available.
Convert Coutts to OFX Free