Dext + Mortgage Application: Complete Workflow
Preparing for mortgage application and using Dext? Mortgage lenders require 3-6 months of bank statements to verify income and assess affordability. Manually organising these statements is time-consuming for both applicants and brokers. BankScan AI bridges the gap between your bank's PDF statements and Dext's import feature.
BankScan AI → Dext for Mortgage Application
Convert bank statement PDFs to CSV formatted for Dext import. Convert your bank statements to clean Excel spreadsheets that clearly show income, regular outgoings, and spending patterns — exactly what mortgage lenders need to see.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-6 months of statements, though some lenders request 12 months for self-employed applicants of statements.
AI formats for Dext
Output as CSV with N/A — Dext is not a direct import target. BankScan AI outputs feed into the same accounting software that Dext publishes to (Xero, QBO, Sage). — dates in DD/MM/YYYY (for onward import to accounting software).
Import and use for mortgage application
Upload into Dext and use the reconciled data for mortgage application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Dext + Mortgage Application Features
- Dext ready — Output formatted as CSV matching Dext's expected column structure
- Smart integration — Dext's bank reconciliation view can show imported bank transactions alongside extracted receipt data, making it easy to match spend to supporting documents.
- Built for Mortgage Application — Convert your bank statements to clean Excel spreadsheets that clearly show income, regular outgoings, and spending patterns — exactly what mortgage lenders need to see.
Import for Mortgage Application into Dext
After converting your bank statements for mortgage application:
- BankScan AI and Dext work together in your workflow: use BankScan AI for bank statement PDFs, Dext for receipts and invoices, then import both into your accounting software
Common Import Issues
No direct import errors — Dext and BankScan AI are complementary tools. Ensure both use the same accounting software integration for consistent reconciliation.
Dext Import for Mortgage Application
Mortgage offers typically expire in 3-6 months; brokers often need documents within 48 hours to secure a rate lock
Convert for Dext + Mortgage Application