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Pathway takes financial documents and returns structured underwriting data. Bank statements come back as true revenue, loan positions, stacking, NSFs, and daily balances. Credit reports come back as FICO scores by bureau, revolving utilization, and inquiries. Tax forms come back as qualifying income across W-2s, Schedule C, and K-1s. Identities are matched across documents, transactions are tagged, and balances are reconciled against daily running totals. Results land in the Book. Pathway Documents get into Pathway through direct upload, the API, or integrations with Gmail, Salesforce, and Google Drive. The inbox handles auto-forward rules so documents hit Pathway the moment they arrive in your email. Parsed results and formatted spreadsheets sync back to your CRM, Drive, or anywhere else your team works. Integrations

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Core platform

Parser

Reads bank statements, credit reports, tax forms, and loan applications. Extracts every transaction, tradeline, score, and tax figure.

Spreadsheet Gallery

LOC Scrubs, Stack Views, Monthly Columns, Qualifying Income, and more. Formatted and ready to send.

API

Submit documents, get structured data back. Webhooks, polling, and embeddable views.

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Use cases

For Brokers

Funder matching, submission packages, deal tracking.

For Lenders

Auto-screening, stacking detection, underwriting exports.