Truist → Excel for Mortgage Brokers
As mortgage broker, you need Truist bank statements in Excel format. Truist statements combine the legacy BB&T and SunTrust formats. BankScan AI recognizes both heritage layouts and extracts transactions accurately. BankScan AI handles the conversion — MM/DD, sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance, and all.
How It Works
Upload Truist PDF
Drop your Truist statement PDF. Supports PDF.
AI converts to Excel
Parses Truist's MM/DD, extracts all transactions, outputs Excel (.xlsx).
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.
Truist + Excel + Mortgage Brokers
- Truist expertise — Handles MM/DD and sectioned layout with Deposits and Credits, Checks Paid, and Other Withdrawals in separate sections with running daily balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- 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
Truist to Excel — For Mortgage Brokers
Handles MM/DD, outputs perfect Excel. Free tier available.
Convert Truist to Excel Free