Truist Statements for Mortgage Application
Preparing Truist bank statements for mortgage application? 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.
Convert Truist Statements Instantly
BankScan AI converts your Truist statement PDF to a clean Excel spreadsheet in seconds — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance automatically. Convert your bank statements to clean Excel spreadsheets that clearly show income, regular outgoings, and spending patterns — exactly what mortgage lenders need to see.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Getting Your Truist Statement for Mortgage Application
In Truist Online Banking, go to 'Statements & Documents', select the account and period, and download as PDF. For QFX or CSV exports, use 'Download Transactions' from the account activity page. Download 3-6 months of statements, though some lenders request 12 months for self-employed applicants of statements.
How It Works
Upload your Truist statement
Drop your Truist Financial (formerly BB&T / SunTrust) statement PDF. Supports PDF. Need 3-6 months of statements, though some lenders request 12 months for self-employed applicants? Upload them all.
AI extracts every transaction
Our AI handles Truist's MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance — extracting Monthly income deposits, regular outgoings (rent, bills, loa.
Use for mortgage application
Download formatted Excel ready for mortgage application. Chronological with income highlighted, ideally with monthly summaries showing total credits, total debits, and closing balance per month
Truist + Mortgage Application Features
- Truist optimised — Handles MM/DD dates and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- 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.
- Period coverage — Convert 3-6 months of statements, though some lenders request 12 months for self-employed applicants of Truist statements in minutes
Convert Truist for Mortgage Application — Fast
Mortgage offers typically expire in 3-6 months; brokers often need documents within 48 hours to secure a rate lock
Convert Truist Statement Free