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Feb 13, 2025 - Release Notes

Updated over 10 months ago

Communications:

  • The beta version has been released for a reduced number of users.
    The communications allow you to connect your email directly to Baseline, keeping all your conversations in one place and in context with your daily workflows.

Pipeline

Sorting

The Pipeline is now sortable by Origination Date, Loan Amount and Loan Name.

The sorting can be bookmarked for easy access directly from your browser.


Subsatges

The pipeline substages can now be customizable, giving you additional control over your origination process.

Comments:

Comments within a loan can be pinned for improved visibility, ensuring everyone is informed.

Other

  • Improvements to Webhooks and API

  • General Tab: Show totals for unpaid interest and unpaid Charges

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