Worksheet templates

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

If your loans tend to carry the same fee stack — the same underwriting fee, appraisal, title charges, and recording fees, quote after quote — you don't need to retype them for every client. A template is a saved closing cost worksheet that isn't attached to any client. Start a new worksheet from it, and the numbers are already filled in; you just adjust what's different about this loan.

Create a template

1. Open Templates in the sidebar.
2. Click New template.
3. Fill in the worksheet form — it's the same form you use for a regular worksheet, so you can enter loan details, closing costs, prepaids, and any additional line items. Fill in only the fields that stay the same across your loans; leave the deal-specific ones blank.
4. Click Save.

Templates carry their own loan type, so it's worth keeping separate templates for purchase and refinance scenarios if you quote both.

The Templates list

The Templates page lists every template you've saved, newest edits first. For each one you'll see:

• Name — click it to open the template for editing.
• Fields — how many cost fields are filled in, so you can tell your fully-built lender template from a quick skeleton at a glance.
• Last edited — when you last saved it.

To remove a template, click Delete on its row and confirm with Delete template. Deleting a template never touches the worksheets you've already created from it — they're independent copies.

Edit a template

Click a template's name in the list to open it. Make your changes and click Save. Edits apply only to the template itself and to worksheets you start from it afterward — existing client worksheets keep the numbers they were created with.

This makes templates a good place to keep current pricing: when your lender updates a fee, change it once in the template and every future worksheet picks it up.

Start a client worksheet from a template

1. Open Clients and go to the client's page — see managing clients if they're not in LendrTech yet.
2. Click New worksheet, then choose Use template in the picker (the other options are manual entry and importing a fee sheet PDF).
3. You'll land on your Templates list with a Start worksheet button on each row. There's also a Blank worksheet row at the top if you change your mind and want to start from scratch.
4. Click Start worksheet on the template you want. The worksheet form opens pre-filled with the template's values — adjust the loan amount, rate, and anything else specific to this deal, then click Save.

The result is a brand-new worksheet on that client's page, ready to use in a purchase, refinance, or single-loan report. The template itself is untouched.

Templates and your plan

Each plan includes an allowance of saved templates (Unlimited on Max), and worksheets you start from a template count toward your saved-worksheet allowance like any other. Deleting a template or worksheet you no longer need frees up a slot right away. See plans and billing or the pricing page for what your plan includes.