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Sharing reports with borrowers

Email a report straight from LendrTech, download the PDF, or print it for an in-person meeting.

Once a report looks right in the report builder, you have three ways to get it in front of your borrower: email it from LendrTech, download the PDF, or print it. All three carry your branding — your portrait, company logo, and contact info from your account settings appear on everything the borrower sees.

Emailing a report

If your client has an email address on file, a Send button appears in the report builder's top bar. (Don't see it? Add the client's email on their page under Clients — see managing clients.)

Clicking Send opens a preview of exactly what your client will receive, so you can give it a final once-over before it goes out. Click Send in the preview to deliver it, or Cancel to go back and keep editing.

Here's what lands in your borrower's inbox:

  • An email from LendrTech (team@lendrtech.com) with a clear subject line, greeting your client by name and signed with your first name. You're CC'd on every send, so you always have a copy of exactly what went out.
  • The report PDF attached, named after your report title.
  • A link to view the report online — included when the report has been saved. Click Save report before sending if you want the borrower to have the live web version as well as the PDF.

The borrower's view

The online link doesn't open the report directly. Your borrower first lands on a short confirmation page and enters their email address — the one the report was sent to — before clicking View my report. This keeps the report from being readable by anyone who stumbles onto the link. Once confirmed, they see the full report in their browser, charts and all.

Downloading the PDF

Click PDF in the report builder's top bar to download the report as a PDF, named after your report title. It's the same document the email flow attaches: a compact, fixed-layout summary with your branding in the masthead, the loan tables, the charts, and the itemized closing costs and prepaids.

One thing to know: the include/exclude checkboxes in the builder sidebar customize the online report only. The downloaded and emailed PDF always uses a standard layout, so every borrower gets a complete, consistent document no matter how you've tailored the web view.

Printing

There's no separate print button — download the PDF and print that. The PDF is built on fixed letter-style pages (purchase and refinance reports run two pages, single-loan reports fit on one), so it prints cleanly without cut-off tables or awkward page breaks.

Before you hit send

  • Save first. An unsaved report still emails fine, but the message won't include the online link — only the PDF.
  • Check the numbers. The PDF preview in the send modal is exactly what your client receives; if something looks off, cancel and fix the worksheet before sending.
  • Confirm the client's email. The send goes to the address on the client's record, and that same address is what the borrower uses to unlock the online report.