Everything you need to turn a rate sheet into a signed loan.
Let AI read the lender’s fee sheet, build a side-by-side comparison with live charts, and share it with your borrower — in minutes, with nothing to install.
7 days free · card required · cancel anytime
AI reads the fee sheet so you don’t have to.
Upload a lender fee sheet, Loan Estimate or Closing Disclosure and the fees, prepaids and loan details land in your fee sheet for review. It reads what the lender sent; it never prices the loan.
A report builder that updates as you type.
Adjust rate, points, or any fee and every payment, APR and chart recalculates in real time. Highlight the rows that matter, choose which charts appear, and add notes anywhere.
Purchase, refinance, and single-loan reports.
Lay two or three options side by side, walk a borrower through a refinance break-even, or present one scenario cleanly — then email a pixel-perfect PDF or share a live link.
- A PDF built for print. Fixed pages, your branding, the same numbers as the screen.
- A link short enough to text. No sign-in and no password for your borrower — the link is the key.
- Update and resend. Rate moved? Change the fee sheet and send the new one in seconds.
Send it from LendrTech, with the note that goes with it.
Compose the borrower email beside the report, or have AI draft it from the report’s own figures — you are copied on every send, and nothing sends itself.
Fee sheets & templates, organized by client.
Save a fully built fee sheet as a reusable template so your next quote starts 90% done, and keep every client’s fee sheets and reports together.
AI that reads, writes and builds — and never quotes.
The numbers a borrower sees are computed, not generated. LendrTech’s calculation engine does the math, and AI is kept to the work around it — reading the lender’s document, drafting the words, assembling the file.
It reads
AI pulls the fees, prepaids and loan details from the lender’s document into a fee sheet for you to check. Reading a document is a different job from pricing a loan — and only the first one is given to a model.
It writes
The cover email that goes with a report, and the short explanation of why you recommend the option you do — grounded in the report’s real figures. Then you edit it, because it goes out in your name.
It builds
Describe the scenario and Sage assembles the clients, fee sheets and comparison report while you watch, stopping for your approval before anything a borrower would see. Or connect the AI assistant you already use and drive LendrTech from there.
Every draft is yours to edit before it goes anywhere, and nothing you upload is used to train a model. Read how LendrTech uses AI →
The tools you reach for when the deal is close.
Everything above is on every plan. Max lifts the limits and adds the work that used to happen after hours — the borrower-facing report, the words that go with it, an assistant that builds the file for you, and the finishing touches: your colors on every report, and a recorded walkthrough to go with it.
A report your borrower can explore Max
A private, tabbed web report built for a phone, not a printer: the fees, a what-if payment explorer, and how each option actually differs. Purchase, refinance and single-loan reports each get their own layout.
Describe the scenario. Watch it get built. Max
Sage does the clicking — client, fee sheets, report — showing each step as it goes. It asks rather than guessing when something is missing, and anything a borrower would see stops for your approval first.
The hard part was never the numbers Max
Generate writes the whole borrower email from the report you just built, and you edit it before it sends. Write the story drafts why you recommend the option you do, in language a borrower can follow. Both are grounded in the report’s own figures, so the words and the numbers agree.
Bring the AI assistant you already use Max
Connect Claude — or any assistant that speaks the Model Context Protocol — and it can build clients, fee sheets and reports in your account. It cannot delete anything, and it cannot email a borrower.
Make every report your own Max
Set custom report colors to match your corporate branding so every report you send looks like it came from your shop, not a generic tool.
Record a walkthrough to go with it Max
Capture your screen, audio, and video so borrowers hear the explanation in your voice even when you can’t meet in person.
The core toolkit, on every plan.
Whether you pay monthly or annually, every plan gets the complete fee-sheet-to-report workflow from day one — and Max lifts every limit on it.
- Purchase, refinance & single-loan reports
- Live, side-by-side loan comparisons
- AI fee sheet PDF import
- Reusable fee sheet templates
- Built-in explainer charts
- Transparent, editable pricing
- Sage, your in-app assistant
- Share by PDF or live link
- Your branding on every report
- Secure document management
- Unlimited imports, fee sheets & reports Max
- Interactive Reports Max
- AI-written borrower emails Max
- AI-written report story Max
- Sage Actions Max
- Connect your own AI assistant Max
- Screen, audio, and video recording Max
- Custom colors to match corporate branding Max
Ready to build your first report?
Start your free trial and send a borrower-ready report in minutes — or book a 30-minute demo first.
7 days free · card required · cancel anytime