Plans and billing

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

LendrTech has two individual plans — Pro and Max — plus a Corporate plan for teams and brokerages. Every plan includes the core toolkit: purchase, refinance, and single-loan reports, PDF imports, and secure document management. Current prices and exact allowances live on the pricing page.

Pro and Max

Pro is built for the busy originator. It includes a monthly allowance of fee sheet PDF imports, generous limits on fee sheet templates, saved fee sheets, and saved reports, and a monthly allowance of AI assistance. Templates, fee sheets, and reports count toward your plan while they exist — deleting one frees the slot.

Max is for the loan officer who lives in this software all day. In the order most people notice the difference:

• Unlimited PDF imports. Every lender fee sheet, Loan Estimate, and Closing Disclosure that crosses your desk goes through the importer instead of your keyboard, with nothing counting down while you work.
• Unlimited templates, fee sheets, and reports. No slot to free before you can save the next one, and no deciding which client's scenarios to delete at the end of a busy month.
• A substantially larger monthly AI assistance allowance — the same pool every AI feature draws from, several times the size. See how LendrTech uses AI for what draws it down.
• Custom report colors. Three color pickers instead of the preset themes, so a report matches your company's brand exactly. Pair it with your branding.
• Screen, audio, and video recording. Attach a narrated walkthrough to a report so your voice arrives with the numbers — see record a walkthrough.

Max also unlocks LendrTech's most advanced tools, and that list grows. The pricing page always carries the current one.

Corporate

For teams and brokerages, Corporate is Max for everyone on the team, priced by volume rather than off the shelf. What a Corporate agreement covers today:

• Everything in Max, for every seat.
• Volume pricing per seat.
• One invoice for the team instead of a card per loan officer.
• We handle the setup for your office.
• A direct line to our team.

Pricing is negotiated per seat — click Contact sales on the pricing page to talk to us.

Monthly or annual

Both Pro and Max come in monthly and annual flavors. Annual billing gives you one month free — you pay for eleven months and get twelve. Use the Monthly / Annual toggle on the pricing page to compare.

Where billing lives

Open Settings in the sidebar and select the Billing tab. From there you can see your current plan, watch your usage against your plan's limits, and click Manage billing in Stripe to update your payment method or view invoices. We never store your card details — payments are handled by Stripe.

The usage meters

Your usage sits on that same Billing tab, on separate cards — and they count unrelated things. A full bar on one says nothing about the others:

• PDF imports this month — one upload is one import, whatever the document, and the count resets at the start of each month. Unlimited on Max.
• AI assistance — where your account has an AI feature that draws on the pool, one shared monthly pool behind all of it. It reads as a percentage left, with the date it refills and a short ledger of what drew it down this month. Deliberately no dollar figure and no token count: a percentage is the only number that helps while you're in the middle of a file.
• Saved content — templates, fee sheets, and saved reports. These aren't monthly. They're a count of what exists right now, so deleting something you no longer need frees the slot immediately. Unlimited on Max.

Usage and limits covers what each meter counts, what happens when one runs out, and what keeps working either way.

Upgrading from Pro to Max

If you're on Pro, you'll find an Upgrade to Max button on the pricing page — and one appears right on the Billing tab when you're getting close to a limit. It takes you to a checkout page where you confirm or update your card and pay the prorated difference for the rest of your current billing period — no double-charging, no waiting for renewal. The moment the payment goes through, Max features unlock on your account.

Canceling and reactivating

Both are self-serve — no email required, no phone call:

• Cancel. On the Billing tab, click Cancel subscription and confirm. You keep full access until the end of the billing period you've already paid for; the confirmation shows the exact date.
• Reactivate. Changed your mind before that date? A Reactivate subscription button appears in the same spot. One click and your subscription continues as if nothing happened — your next billing date stays the same.

Related pages

• Usage and limits — every meter in one place, and what happens when one runs out.
• Importing a fee sheet — what counts toward your monthly import allowance.
• Fee Sheet templates — reusable starting points that count toward your saved-content limits.
• Your account and security — the other tabs in Settings.
• How LendrTech uses AI — what the AI assistance meter is measuring.

A charge you can't place, or a plan question these pages don't answer? Email team@lendrtech.com — a person reads it.