Importing a fee sheet

Upload a lender fee sheet or Loan Estimate PDF and let LendrTech fill in the worksheet numbers for you.

Typing forty line items from a fee sheet into a form is nobody's favorite part of the job. LendrTech can do the typing for you: upload a one-page closing cost worksheet, Loan Estimate, or Closing Disclosure as a PDF, and it pre-fills a new closing cost worksheet with everything it can read. You review the numbers, fix anything it got wrong, and save.

Start an import

1. Open Clients in the sidebar and select the client this loan belongs to.
2. Click New worksheet.
3. In the picker, click Import PDF. (The Purchase/Refinance choice in that dialog applies to manual entry only — an import reads the loan type from the document itself.)

You can also start from Enter manually or Use template in the same dialog if a PDF isn't the right fit.

Upload the PDF

Drop your PDF onto the upload area, or click it to browse. One file at a time, PDF format only, 5 MB max — and a single-page document works best.

LendrTech looks for the numbers a worksheet needs:

• Loan amount, rate, and term
• Closing costs (40+ recognized line items)
• Prepaids and escrow
• Property taxes and insurance
• Mortgage insurance
• Seller-paid costs and credits

Click Import. Extraction usually takes a few seconds, then you land on the pre-filled worksheet.

Review before you save

Extracted values are pre-filled, not gospel. The worksheet opens with a Review needed banner and the imported fields highlighted — confirm each one against the original document, especially dollar amounts and rates. Anything the PDF didn't cover, you can fill in by hand like any other worksheet field.

Nothing is stored until you click Save. Once saved, the worksheet behaves exactly like one you built manually — edit it later and pull it into purchase, refinance, or single-loan reports.

When a PDF won't read

The most common reasons an import comes back empty or incomplete:

• Scanned images. A photo of a page reads poorly or not at all — a PDF with real text works far better.
• Password-protected files. Remove the password before uploading.
• Unfamiliar layouts. A vendor template we haven't seen may only partially extract.

If an import misses badly, entering the worksheet manually or starting from a template is usually faster than fighting the PDF. If a common fee sheet in your market consistently fails, tell us at team@lendrtech.com — real examples are how the importer gets better.

Monthly import allowances

Each plan includes a monthly PDF-import allowance; on Max, imports are unlimited. Every extraction counts toward the allowance — so give each upload a real review rather than re-importing the same document repeatedly. If you reach your plan's limit, the Import button is disabled with a notice until the allowance resets at the start of the next month, or you can upgrade for unlimited imports.

One related limit: importing creates a new worksheet, so if you're at your plan's saved-worksheet limit, imports pause until you delete a worksheet you no longer need or upgrade.

Current allowances for each plan are listed on the pricing page, and plans and billing covers how upgrades work.