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Importing a fee sheet

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

Typing forty line items off a lender's fee sheet into a form is nobody's favorite part of the job. LendrTech can do the typing for you: upload a lender's closing cost fee sheet, Loan Estimate, or Closing Disclosure as a PDF, and it pre-fills a new LendrTech fee sheet with everything it can read. You review the numbers, fix anything it got wrong, and save.

Start an import

  1. Open Clients in the sidebar and select the client this loan belongs to.
  2. Click New fee sheet.
  3. In the picker, click Import PDF. If you answered the Purchase/Refinance question in that dialog, the answer carries into the import and arrives pre-selected on the upload screen; leave it blank and the import reads the loan type from the document.

You can also start from Enter manually or Use template in the same dialog if a PDF isn't the right fit.

Upload the PDF

Check Loan type above the upload area first: Purchase or Refinance builds the fee sheet that way regardless of what the document looks like, and Detect from the PDF lets LendrTech work it out. Telling it is worth doing on a refinance — a lender fee sheet that prints no property value reads as a purchase, and a refinance imported as a purchase has to be rebuilt by hand. (The fee sheet's own Refinance? checkbox still has the last word on the review screen.)

Then drop your PDF onto the upload area, or click it to browse. One file at a time, PDF format only, 5 MB max.

LendrTech looks for the numbers your fee sheet needs:

  • Loan amount, rate, and term
  • Closing costs, line by line
  • Prepaids and escrow
  • Property taxes and insurance
  • Mortgage insurance
  • Seller-paid costs and credits

Click Import. Extraction usually takes a few seconds, then you land on the pre-filled fee sheet.

Review before you save

Extracted values are pre-filled, not gospel. The fee sheet opens with a Review needed banner and the imported fields highlighted — confirm each one against the original document, especially dollar amounts and rates. Anything the PDF didn't cover, you can fill in by hand like any other fee sheet field.

On a refinance one highlighted field is different: Refinance Type is highlighted because no document states it, so there's nothing to check it against — pick the one that applies. On VA it prices the funding fee (an IRRRL is 0.50% where a cash-out is 2.15% or 3.30%), so it's worth getting right.

Nothing is stored until you click Save. Once saved, the fee sheet behaves exactly like one you built manually — edit it later and pull it into purchase, refinance, or single-loan reports.

When a PDF won't read

The most common reasons an import comes back empty or incomplete:

  • Scanned images. A photo of a page reads poorly or not at all — a PDF with real text works far better.
  • Password-protected files. Remove the password before uploading.
  • Unfamiliar layouts. A vendor template we haven't seen may only partially extract.

If an import misses badly, entering the numbers manually or starting from a template is usually faster than fighting the PDF. If a lender fee sheet that's common in your market consistently fails, tell us at team@lendrtech.com — real examples are how the importer gets better.

How many imports you get

PDF imports are unlimited on your plan, and each upload is counted so you can see this month's volume on the Billing tab. Give each upload a real review rather than re-importing the same document repeatedly.

The import count is a card of its own. It counts uploads — one import is one import, whatever the document — and nothing else you do in LendrTech adds to it. Importing never draws on your AI assistance pool.

Plans and billing covers what your plan includes.