Mortgage Brokers & Lenders

Processing borrower financial documents can be time-consuming and prone to errors. Rocket Statements streamlines this process by converting PDF bank statements into structured spreadsheets using advanced OCR technology. This automation reduces manual data entry, allowing you to focus on evaluating borrower eligibility and preparing audit trails.

Organize client documents efficiently with our cloud file management system, enabling you to sort files into folders for easy access and compliance. Additionally, link borrower bank accounts to sync live transaction data directly into your workflow, ensuring up-to-date financial information without the need for constant follow-ups.

Whether you’re handling a few applications or managing a high volume of clients, Rocket Statements provides the tools to enhance your lending operations.

Features for Mortgage Brokers & Lenders

✓ OCR-Powered PDF to Spreadsheet Conversion

Quickly transform borrower bank statements into structured data, facilitating faster loan assessments.

✓ Cloud-Based Document Organization

Utilize our file and folder management to keep borrower documents organized and easily retrievable.

✓ Live Bank Data Syncing

Connect to borrower bank accounts to automatically import the latest transactions, ensuring accurate and current financial data.

✓ Audit Trail Preparation

Maintain comprehensive records with timestamped uploads and exports, supporting compliance and audit readiness.

✓ Bulk Processing Capabilities

Handle multiple borrower documents simultaneously, increasing efficiency during peak lending periods.

✓ Secure Data Handling

Protect sensitive borrower information with bank-level encryption and secure cloud storage solutions.

For more insights on how Rocket Statements can optimize your mortgage lending processes, explore our blog and discover the full range of capabilities offered by this powerful tool.