Getting started

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

LendrTech turns a rate quote or a lender fee sheet into a clear, side-by-side loan comparison your borrower can actually understand. There's nothing to install and no integration to wire up — most loan officers send their first report within minutes of signing up.

The five-minute path

1. Add a client. Open Clients in the sidebar and click Add Client. A name is all you need to get going — you can fill in contact details later.
2. Create a worksheet. From the client's page, start a new document. You can build a closing cost worksheet by hand, start from one of your templates, or import a lender fee sheet PDF and let LendrTech extract the numbers for you.
3. Generate a report. Pick the report that fits the conversation — a purchase comparison, a refinance analysis, or a single-loan breakdown. Each worksheet becomes a loan option column, with charts your borrower can take in at a glance.
4. Send it. Email the report straight from LendrTech or download a polished PDF — see sharing reports with borrowers.

Make it yours first

Reports carry your branding — your photo, your company logo, and your contact info appear on what borrowers see. Two minutes in account settings before your first report makes every report after it look like it came from you, not from us.

Is my data secure?

Data you store in LendrTech is encrypted with modern encryption algorithms, and we never store credit card information — payments are handled by Stripe.

Where to go next

• Set up your branding — logo, photo, and bio.
• Closing cost worksheets — the numbers behind every report.
• The report builder — live edits, chart choices, and custom notes.

Questions we haven't answered here? Email team@lendrtech.com and we'll be happy to help.