Lending Firms
Streamline Underwriting With
Automated Bank Statement Analysis
AutoConvertPros gives lending firms and underwriting teams a faster, more consistent way to assess applicant bank statements. Automated income analysis, risk scoring, and lender-ready reports — processed in under 60 seconds per statement.
7-day free trial · Card required, no charge during trial · Cancel anytime
Built for Teams
The Firm plan gives your whole underwriting or brokerage team access under one subscription — with a shared statement quota, centralised activity dashboard, and admin controls.
Each team member gets their own login. Additional users available at £7.99/month each.
Monitor statements processed by each team member, track monthly usage against your quota, and review recent activity.
Integrate AutoConvertPros directly into your loan origination system. Submit statements programmatically and receive structured results.
All PDF reports carry your company logo — professional presentation for client-facing or lender-facing use.
What Lending Firms Get
Every statement is assessed using the same methodology — gambling, BNPL, overdraft usage, payday loans, and cash deposits all scored consistently. No variation between individual underwriters.
3-month income averages, income source classification, and consistency scores generated automatically for every applicant. Employment, self-employed, and benefit income all classified separately.
Sufficient for active underwriting teams. Enterprise plans available for larger volumes with custom monthly limits and dedicated SLA support.
Professional multi-sheet reports ready for credit file documentation, compliance records, or submission to panel lenders.
Connect AutoConvertPros directly to your loan origination system. Automate statement submission and pull results without manual uploads.
All data processed in the UK. Files auto-deleted within 60 minutes. ICO registered. Suitable for use with applicant financial data under FCA regulatory requirements.
Frequently Asked Questions
Can multiple team members use AutoConvertPros on the Firm plan?
Yes. The Firm plan includes 5 team members with a shared quota of 200 statements per month. Each team member gets their own login. A team activity dashboard lets admins monitor usage across the whole team. Additional users can be added at £7.99 per extra user per month.
Does AutoConvertPros provide API access for lending firms?
API access is available on the Firm and Enterprise plans. This allows lending firms to integrate AutoConvertPros directly into their loan origination workflow — submitting statements programmatically and receiving structured analysis results without manual uploads.
What risk scoring methodology does AutoConvertPros use?
AutoConvertPros generates a risk score from 0 to 100 based on the frequency, recency, and amounts of flagged transactions including gambling, BNPL, overdraft usage, payday loans, and cash deposits. The score is accompanied by a risk level (Low, Moderate, Elevated, High) and a detailed breakdown of contributing transactions.
Can AutoConvertPros handle high volumes of statements?
The Firm plan supports 200 statements per month shared across the team. For larger volumes, Enterprise plans are available with custom monthly limits, dedicated support, and SLA guarantees. Contact us at support@autoconvertpros.com to discuss your volume requirements.
Is AutoConvertPros suitable for FCA-regulated lending firms?
AutoConvertPros provides analysis tools to support lending decisions — it does not make lending decisions itself. All outputs should be reviewed by qualified staff before use in credit assessments. The platform is ICO registered, GDPR compliant, and processes all data in UK data centres.
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Ready to streamline your underwriting team?
Start a team trial or contact us to discuss Enterprise requirements.
7-day free trial · Card required, no charge during trial