Candidate values
Institution, account type, balance, payment, rate, maturity, and statement date appear as review cards.
Extract, review, discard
Use the document.
Keep the facts.
Upload a supported bank, brokerage, retirement, mortgage, or debt statement. LendForma extracts candidate facts for review, then discards the source file rather than becoming a permanent document vault.
Review-first import
A faster start without mystery data.
Every extracted value must remain understandable and editable before it becomes part of a submission package.
Duplicate detection
A one-way file fingerprint can identify accidental re-uploads without retaining the document itself.
Clear provenance
Approved values are labeled document-backed, never bank-verified unless a true bank connection supplied them.
Failure-safe deletion
The source binary is discarded after success, failure, cancellation, or timeout; only approved facts remain.
Document import will stay in an invited beta until extraction precision, file safety, deletion, and privacy tests pass the public-release gate.
Begin with what you know
Start with a clear financial picture.
Create a free personal financial statement now. Add Complete when your lender-readiness workflow needs more.