Truist Statements + Real Estate Agents Workflow
As real estate agent, you regularly handle Truist bank statements. Real estate agents and brokers need to review buyer bank statements for pre-qualification, track commission income, and manage escrow account reconciliation.
BankScan AI: Truist to Excel for Real Estate Agents
BankScan AI converts Truist statements to Excel automatically — handling MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Convert bank statements to clean spreadsheets for buyer pre-qualification reviews, commission tracking, and escrow reconciliation.
About Truist Statement Format
Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately.
Truist Statement Quirks
Truist uses MM/DD with sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance. Common issues: Legacy BB&T and SunTrust statement formats still appear for customers who have not yet been fully migrated, the merger created accounts with different numbering schemes, and Truist One checking reward entries use a unique format. BankScan AI handles all of these automatically.
How Real Estate Agents Handle Truist Statements
When working with Truist statements, real estate agents need to Real estate agents review buyer bank statements to verify down payment funds and assess financial readiness for pre-qualification letters. They track commission checks from closings, reconcile escrow
Key terms you'll encounter: escrow account, commission split, closing statement, pre-qualification, earnest money.
How It Works
Upload Truist statement
Drag and drop your Truist PDF. Supports PDF. Our AI handles MM/DD automatically.
AI parses the statement
Our AI understands Truist's sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance and extracts every transaction with 99%+ accuracy.
Use in your real estate agents workflow
Download Excel ready for QuickBooks, Dotloop or direct analysis.
Truist + Real Estate Agents Features
- Legacy BB&T and — SunTrust formatting may still appear depending on account migration status
- Truist One checking — tier benefits are summarised in the statement header
- Built for Real Estate Agents — Saves 30-45 minutes per buyer pre-qualification on bank statement review, plus 1-2 hours per month on commission and expense tracking
- Software compatible — Output works directly with QuickBooks, Dotloop, Excel
Convert Truist Statements — Built for Real Estate Agents
Handles MM/DD dates, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and PDF formats automatically.
Convert Truist Statements Free