Get Brook in your Salesforce

Two steps — install the app, then connect. Bank-statement cashflow (in/out), line-item audit, and borrower upload links, native in Salesforce.

1   Install Brook in Salesforce 2   Log in with Salesforce to connect
or connect with a code
Copy this code — it expires in 7 days and works once.
1

Install Brook

Click Install Brook above and install the package into your org.

2

Connect

Log in with Salesforce (one click) — or paste a code in Brook → Connect.

3

Add the component

Drop Brook Bank Statements on any loan/contact record page.

4

Analyze

Upload statements or send borrowers a secure upload link. Results flow back live.