Usage and limits

The usage cards on the Billing tab, what each one counts, and exactly what happens when the AI pool runs out.

A button greys out mid-file and you have no idea why. That's the worst version of a limit — the one you meet by surprise, with a borrower waiting.

So LendrTech keeps very few limits, puts every usage card in one place, and tells you what's happening before it happens.

Where the usage cards live

Open Settings in the sidebar and select the Billing tab. Under your subscription card you'll find your usage cards — PDF imports this month and Saved content, plus an AI assistance card if your account has AI-assisted writing turned on.

PDF imports and saved content are unlimited on your plan. Their cards carry an Unlimited badge and simply show your volume, so you can keep an eye on it. The one pool that does fill is AI assistance.

PDF imports — unlimited, counted monthly

Every time you upload a lender fee sheet, Loan Estimate, or Closing Disclosure and LendrTech reads the numbers out of it, that's one import. One upload, one import, whatever the document and however much it managed to extract. The card shows this calendar month's count, and it starts over at the beginning of each month.

Saved content — unlimited

The Saved content card covers your fee sheet templates, your saved fee sheets, and your saved reports (purchase, refinance and single-loan). There's no ceiling on any of them.

AI assistance — one shared monthly pool

This card appears where your account has an AI feature that draws on the pool — Sage's answers included. Where it does, every one of those features draws from a single monthly pool, not from separate per-feature counters, and the AI assistance card shows that pool as a percentage left, along with the date it refills and a short ledger of what drew it down this month.

A percentage is deliberately the only figure there — it's the one number that helps while you're in the middle of a file. The pool refills at the start of each month, all the way back to full.

Different jobs draw different amounts: a long piece of writing costs more than a short question. That's why it's a pool rather than a count of uses — you spend it on whatever you need this month, in whatever mix. How LendrTech uses AI covers which features draw on it.

When the AI pool runs out

When the pool is empty, the AI features that write and build things for you pause until it refills, and the card says which date that is. The parts that answer questions and point you at the right screen keep working — running out of AI assistance should never leave you unable to ask what to do about it.

It never touches anything you have already made. Every client, fee sheet, template and report you've built stays exactly where it is, opens as normal, edits as normal, and sends as normal. Every report link you've already given a borrower keeps working, and so does every PDF you've already sent.

You get warned first: the card turns amber and shows an Approaching limit badge as you get near — rather than nagging you at five percent.

Plans and billing — what your plan includes, and where the Billing tab lives.
Importing a fee sheet — what counts as an import, and what to do when one won't read.
Fee Sheets — saved fee sheets.
Fee Sheet templates — reusable starting points.
How LendrTech uses AI — what the AI assistance pool is spent on.
Your account and security — the rest of Settings.

Usage showing something you can't explain? Email team@lendrtech.com and we'll sort it out.