You need to enable javascript to run this app
Documentation menu

Docs / Sharing

Write the story

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.

When you build an interactive report, the borrower reads a short, plain-language story about the option you recommend — why it fits, and what to do next. Write the story drafts that narrative for you with AI, then hands it over for you to edit. It's a Max feature, available on purchase reports.

Where it lives

In the report builder, open a purchase report in interactive mode and expand the Recommendation & story section. Start by choosing your Recommended option — the story is written around it, so this comes first.

Writing the story

Once you've picked an option:

  1. Optionally add a line or two in Tell me about your client — their situation and priorities, like "first-time buyers, lowest payment matters, closing in three weeks." This note is only ever seen by the AI, to steer the writing; your borrower never sees it.
  2. Click Write the story. In a moment, three short sections fill in — The quick answer, Best fit if…, and Final note — the same three your borrower reads on their report.
  3. Edit any of them to sound like you. Once you type in a box it's marked as your own words. Changed your mind? Each drafted box has an Undo AI pill to put back what was there before.

Save the report when it reads right — the saved story is what your borrower sees.

It sticks to your numbers

The AI writes the prose; it does not do the math. It will only mention figures that are already on the report, or that you typed into the brief — it won't total, subtract, re-derive, or invent a number, and it won't round a rate or an APR. If it's asked to promise an approval or an outcome it can't stand behind, it declines. And on the rare chance a draft strays from your report's numbers, LendrTech quietly swaps in a safe version instead.

There's always a draft, even without AI

The story doesn't depend on the AI. The moment you pick a recommended option, LendrTech auto-drafts all three sections from the report's own numbers — so you always have a starting point, and if the AI writer is ever unavailable a quick draft fills in for it. You never lose what you've written.

Write the story is part of the Max plan — see plans and billing.