Documentation

Set up your account and send your first borrower-ready report in about five minutes.

The screen you land on after signing in — recent fee sheets, recent reports, active clients, and one-click ways to start the next thing.

Find any client, fee sheet, report or template — and start the next one — without leaving the keyboard, plus how to replay the walkthrough and send feedback.

Add your photo, company logo, and contact details so every report looks like it came from you.

Add, edit, and organize borrowers, and jump anywhere in LendrTech with the command palette.

Build and manage the loan scenarios that power every report you send.

Upload a lender fee sheet or Loan Estimate PDF and let LendrTech fill in the numbers for you.

Save a reusable fee sheet skeleton once, then start new client fee sheets from it in one click.

Which fees count toward the APR on a fee sheet, how mortgage insurance is treated, and why the number sometimes stays blank.

Purchase comparison, refinance analysis, or single-loan breakdown — pick by the conversation you're having, not by the feature list.

Build a side-by-side comparison of up to three purchase loan options from a client's fee sheets.

Show a borrower their current mortgage next to one or two refinance options, with the savings math worked out for them.

Turn one fee sheet into a clean, borrower-ready breakdown of a single loan.

Adjust numbers live, highlight the rows that matter, pick your charts, and make every report look like yours.

Attach a screen, camera, or screen-and-camera recording to a report so your voice arrives with the numbers.

Email a report straight from LendrTech, download the PDF, or print it for an in-person meeting.

Edit the subject, greeting, message, and signature before a report goes out — preview the exact email, and save your go-to messages as reusable templates.

On the Max plan, let AI write the whole borrower email from the report you just built — you tell it what matters, and you edit every word before it sends.

Give your borrower a private, tabbed web report they can explore on any device — on purchase, refinance and single-loan reports alike. A Max alternative to the PDF and the classic static report.

Let AI draft the borrower-facing narrative for an interactive report — purchase, refinance or single-loan — grounded only in your report's real numbers, then edit it to sound like you.

What AI does inside LendrTech, what it is never allowed to do — produce a number your borrower could be quoted — and what happens to a document you upload.

Sage is your in-app assistant — ask how a mortgage concept works or where to find something in LendrTech, right from any page.

On the Max plan, hand Sage a plain-language request and it builds the clients, fee sheets, and reports for you — pausing for your OK before anything a borrower sees.

Let your own AI assistant (like Claude) build clients, fee sheets, and reports for you in LendrTech — connect in one click, no token to copy.

What each LendrTech plan includes, how billing works, and how to upgrade, cancel, or reactivate your subscription.

The usage meters on the Billing tab, what each one counts, and exactly what happens when you reach one.

Where your profile, company details and password live — plus what LendrTech stores about you and your borrowers, and how it's protected.

How the 7-day LendrTech trial works — what's included, when you're billed, and how to change or cancel your renewal before it ends.

Plain-English definitions of the mortgage terms LendrTech puts on screen — APR, LTV, prepaids, per-diem interest, points, buydowns, IRRRL, cash to close and the rest.

The things that actually go wrong in LendrTech — a blank APR, a greyed-out Send button, a borrower who says the link doesn't open — and what to check first.