For mortgage and loan applicants

Bank statement analysis for mortgage and loan applications

Produce a clean, categorized 3-month or 6-month statement summary lenders and underwriters actually want to read.

The problem

Mortgage lenders, landlords, and underwriters ask for three to six months of bank statements. What they actually need is a summary: verified income, recurring obligations, and a clear picture of cash flow. A stack of PDFs makes their job slower and their questions harder to answer.

How Karchu helps

Karchu reads the statements you already have and produces the summary lenders look for: monthly income and expenses, recurring obligations, category totals, and a clean export they can review in minutes instead of hours. The result is fewer follow-up questions and a smoother application.

Recommended workflow

  1. Upload three to six months of personal bank statements.
  2. Verify income lines by category and recurring cadence.
  3. Review recurring obligations: rent, subscriptions, loan payments.
  4. Export a categorized summary as PDF or Excel to attach to the application.

What users say

The underwriter said this was the cleanest bank statement bundle they had reviewed all year.

Related pages

Bank statements this workflow supports

Curated bank pages with export steps, quirks, and format notes.

See all supported banks

30-day free trial
No credit card
Private, no bank aggregators
Editable rules
Personal and business workspaces
Export to CSV or Excel