First Republic Statement Converter for SBA Loan Application

Convert your First Republic bank statement to Excel for sba loan application. Handles MM/DD/YYYY dates. SBA loan approvals can take 30-90 days; stale financial documents older than 120 days are typically rejected and must be refreshed

Convert First Republic Statement Free
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30sPer Statement
40+Banks Supported
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First Republic Statements for SBA Loan Application

Preparing First Republic bank statements for sba loan application? SBA lenders require 3-12 months of business bank statements to verify revenue, assess cash flow, and determine loan eligibility. Disorganized PDFs delay the application process.

Convert First Republic Statements Instantly

BankScan AI converts your First Republic statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement automatically. Convert business bank statements to clean spreadsheets showing monthly revenue, average daily balance, and cash flow patterns — exactly what SBA lenders need to see.

About First Republic Statement Format

First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately.

Getting Your First Republic Statement for SBA Loan Application

First Republic accounts have been migrated to JPMorgan Chase following the 2023 acquisition. Access statements through Chase Online Banking under 'Statements & Documents'. Historic First Republic statements may be available in the archived documents section. Download 3 months for SBA Express loans; 12 months for standard SBA 7(a) and 504 loans; some lenders request 24 months for startups of statements.

How It Works

1

Upload your First Republic statement

Drop your First Republic Bank (now JPMorgan) statement PDF. Supports PDF. Need 3 months for SBA Express loans; 12 months for standard SBA 7(a) and 504 loans; some lenders request 24 months for startups? Upload them all.

2

AI extracts every transaction

Our AI handles First Republic's MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement — extracting Monthly gross deposits, average daily balance, NSF/overdraft.

3

Use for sba loan application

Download formatted Excel ready for sba loan application. Monthly deposit summary with daily balance trend, showing the Debt Service Coverage Ratio (DSCR) can be calculated from actual cash flow data

First Republic + SBA Loan Application Features

Convert First Republic for SBA Loan Application — Fast

SBA loan approvals can take 30-90 days; stale financial documents older than 120 days are typically rejected and must be refreshed

Convert First Republic Statement Free

Frequently Asked Questions

Can I use a First Republic statement for sba loan application?
Yes. BankScan AI converts First Republic PDFs to structured spreadsheets ideal for sba loan application. Convert business bank statements to clean spreadsheets showing monthly revenue, average daily balance, and cash flow patterns — exactly what SBA lenders need to see.
How many months of First Republic statements do I need?
For sba loan application, typically 3 months for SBA Express loans; 12 months for standard SBA 7(a) and 504 loans; some lenders request 24 months for startups are required. SBA-approved lender (bank or credit union), with the SBA guaranteeing a portion of the loan; loan packager or broker may also request the statements will specify the exact period.
How does BankScan AI handle First Republic's format?
First Republic uses MM/DD/YYYY with premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement. BankScan AI is trained on this exact format.
Is my data secure?
Your bank statements are processed in memory and deleted immediately. We never store your financial data.

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