TSB Statements + Mortgage Brokers Workflow
As mortgage broker, you regularly handle TSB bank statements. Mortgage brokers need to verify income and spending from bank statements when assessing affordability for lender applications.
BankScan AI: TSB to Excel for Mortgage Brokers
BankScan AI converts TSB statements to Excel automatically — handling DD MMM YY and single column with Type indicators, payment/receipt amounts, and running balance. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
About TSB Statement Format
TSB statements are formatted similarly to Lloyds. BankScan AI recognises the layout and applies the correct parsing rules.
TSB Statement Quirks
TSB uses DD MMM YY with single column with Type indicators, payment/receipt amounts, and running balance. Common issues: TSB Spend & Save cashback rewards appear as credit entries without a clear merchant description, the fraud refund guarantee entries use a unique format, and statements from the 2018 IT migration period may have duplicate or missing transactions. BankScan AI handles all of these automatically.
How Mortgage Brokers Handle TSB Statements
When working with TSB statements, mortgage brokers need to Mortgage brokers request 3-6 months of bank statements from applicants, review them for regular income deposits, identify committed expenditure such as loans and subscriptions, flag gambling transacti
Key terms you'll encounter: affordability assessment, committed expenditure, income verification, debt-to-income ratio, source of deposit.
How It Works
Upload TSB statement
Drag and drop your TSB PDF. Supports PDF. Our AI handles DD MMM YY automatically.
AI parses the statement
Our AI understands TSB's single column with Type indicators, payment/receipt amounts, and running balance and extracts every transaction with 99%+ accuracy.
Use in your mortgage brokers workflow
Download Excel ready for Mortgage Brain, Twenty7Tec or direct analysis.
TSB + Mortgage Brokers Features
- Spend & Save — account cashback entries appear as monthly credit transactions
- TSB Fraud Refund — Guarantee reversal entries have a distinctive format
- 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
- Software compatible — Output works directly with Mortgage Brain, Twenty7Tec, Excel
Convert TSB Statements — Built for Mortgage Brokers
Handles DD MMM YY dates, single column with Type indicators, payment/receipt amounts, and running balance, and PDF formats automatically.
Convert TSB Statements Free