Funding Assessment Tool

Upload a single-bureau credit report → review the extracted accounts → generate a broker-ready funding assessment PDF.

Private by design: the report is parsed entirely in this browser on this computer. Nothing is uploaded to any server.

STEP 1 — Upload report

Client credit report

Upload the client's single-bureau credit report PDF (TransUnion, Experian, or Equifax).

Drop the report PDF here, or click to choose a file
(PDF only)

Bureau

Client name

Client state

Report date

STEP 2 — Review & verify

Verify extracted data

The parser did its best below. Correct anything wrong, add missing accounts, delete extras — the PDF is built from this table.

Client name

Client state

Credit score (from report)

Report date

Accounts / tradelines

Creditor	Type	Status	Opened	Limit $	Balance $	Mo. pay $	30d	60d	90d	Worst late (date)	AU?	Auto?

Inquiry tracker

Built automatically from each uploaded report's inquiries, combined with the client's state. Saved on this computer per client and accumulates across uploads — a new report adds only the inquiries not already tracked. The hard-inquiry count for the assessment comes from this table.

Inquiry name	Inquiry date	Bureau	State

Hard inquiries (last 12 months) — count

Analyst notes (optional — appears on the PDF)

Client credit report

Verify extracted data

Funding assessment result