Documentation

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

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 worksheet numbers for you.

Save a reusable worksheet skeleton once, then start new client worksheets from it in one click.

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

Show a borrower their current mortgage next to one or two refinance options, with savings and break-even math built in.

Turn one closing cost worksheet 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.

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 and refine the borrower cover note in your email composer — it never quotes numbers, and you always edit before sending.

Give purchase borrowers a private, tabbed web report they can explore on any device — a Max alternative to the PDF and the classic online report.

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

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

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, worksheets, and reports for you — pausing for your OK before anything a borrower sees.

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