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Jan 28, 2025 - Release Notes

Updated over 11 months ago

Updated browser page titles

Every browser tab now shows the page's name in Baseline, enhancing clarity and accessibility.

PDF and Excel document templates

An overall enhancement has been made to the visual presentation of the template section. Additionally, support for storing signed PDF-Forms and Excel files has been introduced. Please note that merge tags are currently not supported for these document types.

Linking New Borrowers


When a public application is submitted, new corporate borrowers and individual guarantors are automatically linked together and will be shown as team members of the corporation. This only happens for new borrowers and guarantors.
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Loan charges

Table charges within a loan have a column showing the original amount for each charge.

Password strength indicators

When creating or changing your Baseline password, there is an indicator of password strength, which allows users to see how secure the password they entered is.

Investors

Transactions Filters

The transactions tab within the Investor details now features enhanced filtering options, allowing users to easily sort and navigate through various transactions.

Edit withdrawal and deposit transactions

The transactions tab in the Investor details section now includes a new feature that allows users to edit manually created deposits and withdrawals.

Custom OpenID login for existing borrowers

API & Webhooks

  • The Borrower API now contains controls to show and edit contact custom fields

  • Webhooks now send events for contact creation and updates

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