Sage Actions

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.

Everything in Meet Sage is about asking. Actions is about doing: on the Max plan, you can hand Sage a request in plain language — "build Sarah a purchase fee sheet at the rate I give you and put together a comparison report" — and it does the work in your account while you watch.

Turning on Actions

Open Sage and switch the pill at the top of the panel from Advisory to Actions. Actions is a Max feature; on other plans the pill shows a lock. Then type what you want in the same box and send it.

What Sage can build

From a plain-language request, Sage can:

Clients — find, read, create, and update a client (it changes only the fields you name).
Fee Sheets — build a purchase or refinance fee sheet, update one, or copy one to spin up rate and scenario variants.
Templates — start a fee sheet from one of your templates, or save a fee sheet as a new reusable template.
Reports — assemble a purchase comparison, a refinance analysis, or a single-loan breakdown, and rename any report.
Change a report you already have — swap which fee sheets fill its columns, rename the columns, put it on a different color theme, show or hide a row or a chart, highlight the rows that matter, mark the option you recommend, and on a refinance set the savings horizon or correct the borrower's current-mortgage figures. Ask for it the way you'd say it: "drop the discount points row from Sarah's comparison and highlight the interest rate."
Send a report — email a saved report to your borrower.
Explain a figure on a report — ask "how is Sarah saving $99,697 over 120 months?" and Sage opens that report, reads the figures it actually shows — each option's payment and what it's made of, the rate, APR, closing costs, prepaids and cash to close, and on a refinance the current mortgage, the savings headline and window, and the monthly saving and up-front cost behind the break-even — and walks you through how they add up. It quotes the report's own numbers rather than working out its own; a report that hasn't been saved since its figures were captured has nothing to read yet, and Sage says so.

Whenever Sage finishes something, it hands back an Open it button that drops you straight onto the client, fee sheet, template, or report it just built, so you can check its work.

Two things Sage leaves to you, deliberately. Writing the borrower's story is one — the recommendation is a choice Sage can record for you, but the words go through the report builder so they're grounded in the saved report. Setting up the report's own layout beyond the toggles above is the other: an interactive report's arrangement isn't something Sage rearranges.

You're always in control

Sage shows its plan as a set of step rows — Adding the client, Building the fee sheet, Assembling the report — each ticking off as it goes. A few things it will never do on its own:

It won't guess at missing details. If it needs more to build what you asked, it stops and asks — batching every open question into one short form and stating the assumptions it's about to make.
It won't do anything sensitive without a confirmation. Emailing a borrower, deleting anything, or changing a client's email address each pause on a card that spells out exactly what will happen — This leaves LendrTech — confirm first, This deletes data — confirm first, This changes where borrower emails go — confirm first — and wait for you to tap Send it, Delete it, or Make the change (or Not yet to hold off). A delete card also tells you what goes with it — removing a client takes their fee sheets and reports too.
It won't invent a number. Sage never makes up a rate, payment, APR, or fee. It fills in the values you give it and lets the fee sheet and report do the math — the very same math you'd get building them by hand. When it explains a figure, it's reading one the report already computed, not working out its own — and if its own arithmetic disagrees with the report, it tells you and treats the report as right.
It tells you when a report already has a share link. Change a report you've already generated a link for and Sage says so in the same breath — so if you did send that link, "I dropped the APR row" is never the whole story when your borrower can reload the page.

One thing to know: when Sage emails a report for you, the borrower receives the static report link rather than a PDF attachment. To send the polished PDF, use Send in the report builder — see sharing reports with borrowers.

Your monthly AI assistance

Actions draws on AI assistance — one monthly pool shared by Sage's answers, Sage's builds, and the other places AI writes for you in LendrTech. It sits as a slim bar at the foot of the Sage panel, filling as a build runs, and in full on the AI assistance card under your account's billing settings — where you can also see where the month has gone so far.

It fills with the size of the work you ask for — a long build uses more of it than a short question — and it refills at the start of each month. Your monthly PDF-import allowance is a separate thing on its own card; importing a fee sheet never draws on this pool.

Asking always counts, and asking is never switched off. Advisory questions draw on the same pool as builds, but Sage answers them whatever the bar says. If you reach the limit, new builds pause where the button is and Sage tells you when they're back — and it can still answer questions and walk you through doing it yourself in the meantime.

Actions is part of the Max plan — see plans and billing and the current pricing page.