Stop losing loans to a quote nobody could read.
Become a top producer with loan presentation software that builds borrower trust and stops rate shopping — and lets AI do the typing, so the quote goes out while they are still on the phone.
Get ahead of the questions and concerns.
The LO who explains the options and partners with the borrower is the LO who closes the deal. Every time.
Give them side-by-side options and help create borrower buy-in to what you're selling.
“I got another quote at 6.5. Can you match it?”
“What's all this other stuff on the second page?”
“Let me talk to my brother-in-law about it.”
Three things change the week you start using it.
Drive results
Improve conversion rates and decrease deal fallout by streamlining communication more clearly than a rate sheet ever could. A borrower who understands their options is a borrower who is ready to sign. Mortgage lead conversion is a communication problem before it is a pricing problem.
Reduce shopping
Personalized, cutting-edge reports demonstrate transparency. Provide the options up front so the client doesn't need to shop around and is ready to choose.
Save time
No more clicking through a dozen screens to change one value. Adjust quotes on the fly and compare multiple loan scenarios side by side instantly, then resend. What used to be a callback tomorrow becomes an answer while they're still on the phone.
LendrTech vs. the spreadsheet you're using now.
Most loan officers already build comparisons. They build them in Excel, at 9pm, one borrower at a time.
Your spreadsheet
- Does the math, but produces something only you can read
- One changed assumption means rebuilding the tab
- No branding, so it doesn't look like it came from a professional
- Lives on your desktop, not in a place you can resend
- Every formula is a place an error can hide
LendrTech
- Produces a borrower-facing report, not a working file
- Change one value and all three scenarios recalculate
- Branded to you, every time, without formatting work
- Sent as a link you can update and resend in seconds
- Calculations are the product, and they're tested
Better mortgage consultations
Position yourself as a trusted mortgage expert using personalized reports that clearly compare loan options side by side.
Speed up sales
Speed time to application and decrease deal fallout by dynamically adjusting existing quotes on the fly. Improve your capture rate by empowering clients with the information they need to feel confident.
Build your business
Build real trust with your clients and translate those relationships into greater revenue for your business and less headache in your life.
Let AI do the typing. You do the advising.
The math a borrower is quoted is computed, never generated — that line does not move. Everything around it is fair game, and that is where the hours go.
It reads the lender’s fee sheet
Upload the PDF — a fee sheet, a Loan Estimate, a Closing Disclosure — and the fees, prepaids and loan details land in a LendrTech fee sheet for you to check. Forty line items you no longer type at 9pm.
It writes the note that goes with it
The blank message box at the end of a good report, filled in from the report itself — grounded in its real figures, in language a borrower follows. You edit it before it sends, because it goes out in your name.
It builds the file while you watch
Describe the scenario in plain language and Sage assembles the client, the fee sheets and the comparison report, one visible step at a time — and stops for your approval before anything a borrower would see.
Nothing AI produces reaches a borrower without passing your desk, and nothing you upload is used to train a model. See how AI works here →
I would recommend this payment analysis system to everyone! I used the same system for 22 years and it only took me a few times to get used to it and decide to make this my go to! Five stars from me!
Answer your client's questions before they ask them.
Built-in visualizations turn the questions every borrower asks into a clear, confidence-building conversation.
How would a temporary buydown affect my mortgage payment?
How much cash do I need to close this deal?
Principal and interest — what's all this other stuff?
How much will a lower rate actually save me?
The core toolkit, on every plan.
Whether you pay monthly or annually, every plan gets the complete fee-sheet-to-report workflow from day one — and Max lifts every limit on it.
- Purchase, refinance & single-loan reports
- Live, side-by-side loan comparisons
- AI fee sheet PDF import
- Customizable scenarios
- Transparent pricing
- Sage, your in-app assistant
- Secure document management
- Unlimited imports, fee sheets & reports Max
- Interactive Reports Max
- AI-written borrower emails Max
- AI-written report story Max
- Sage Actions Max
- Screen, audio, and video recording Max
- Custom colors to match corporate branding Max
Common questions.
The answers loan officers ask most often before getting started.
Is my data secure?
All of the data we store is encrypted with modern encryption algorithms and we never store any credit card information.
Do you use AI, and is my borrower's data safe?
Yes, in specific places — and never for the math. AI reads the lender documents you upload so you don't have to retype them, and drafts the wording that goes with a report. Every payment, APR and cash-to-close figure a borrower sees is computed by LendrTech's calculation engine, not written by a model.
What you upload is processed to extract the fields and is not used to train anyone's model, and nothing AI produces reaches a borrower until you have reviewed it. Read the full explanation.
Can I customize a report?
Yes. All reports are fully customizable. You can manipulate values on the report page and watch the charts update in real time, click row titles to highlight them, choose which charts are displayed, and add custom notes anywhere.
How long until I'm sending my first report?
Most loan officers send their first report within minutes of signing up. There's nothing to install, no integration to wire up, and no training required — import a fee sheet or enter a quote and you're ready to share.
Does it work for both purchases and refinances?
Yes. LendrTech handles purchase loans, refinances, and side-by-side scenario comparisons — with the same clean borrower-ready output for each.
How do my borrowers receive the report?
Send a polished PDF or share a live link — either way borrowers see the same pixel-perfect report and can revisit it whenever they like.
Presentation power without the enterprise price tag.
The other loan-presentation tools are powerful — and priced and sold like enterprise software. LendrTech gives you a borrower-ready report in minutes, at a price you can see before you sign up.
| LendrTech | Mortgage Coach | MBS Highway | |
|---|---|---|---|
| Starting price | $60/moPro · Max $100 | Quote-basedContact sales | $199.95/moper user |
| Pricing published online | Yes | No | Yes |
| Self-serve signup — no sales call | Yes | No | Yes |
| Side-by-side loan comparison | Yes | Yes | No |
| AI reads a lender fee sheet PDF | Yes | No | No |
| Shareable live report link | Yes | No | No |
| AI writes the borrower email | Max plan | No | No |
| Borrower-facing interactive report | Max plan | No | No |
| Drive it from your own AI assistant | Max plan | No | No |
| Custom branding on your reports | Max plan | Enterprise only | Yes |
| Daily market & rate-lock guidance | No | No | Yes |
“—” means not offered or not publicly documented as of August 2026. Competitor details are drawn from each vendor's public website; pricing and features may change — verify current terms with each provider.
Simple, transparent pricing.
Two plans. Pro is the everyday toolkit; Max is unlimited everything, plus the AI tools, plus the borrower-facing report.
Ready to close more deals?
Request a 30-minute demo or sign up and build your first borrower-ready report in minutes.