Settings
Log in to your Baseline account with administrative privileges.
Navigate to the Company Settings section.
Select Pipeline Configuration from the settings menu.
Understanding Pipeline Stages
The pipeline consists of various stages that a loan progresses through, from initiation to closure. Each stage represents a specific phase in the loan processing workflow.
Default Stages
By default, the pipeline includes the following stages:
Lead: Initial inquiries or applications.
Processing: Collection and verification of necessary documentation.
Underwriting: Risk assessment and decision-making.
Approved: Loans that have been approved but not yet finalized.
Closed: Completed loans that have been disbursed or settled.
Customizing Pipeline Substages
Administrators have the flexibility to add, edit, or remove substages to tailor the pipeline to their organization's workflow.
Adding a New Stage
Click on the "Add Substage" button.
Enter the name of the new stage (e.g., "Quality Check").
Click "Save" to add the new stage to the pipeline.
Reordering Pipeline Stages
The sequence of substages can be rearranged to reflect the actual workflow order.
Hover over the "Drag" icon next to the stage you wish to move.
Click and drag the substage to the desired position in the list.
Release the mouse button to place the stage in its new position.
Assigning Colors to Pipeline Substages
In the Pipeline Configuration section, each substage has a color box next to its name.
Click on the color box to open the color picker.
Choose a color that represents the stage appropriately.
Click "Save" to apply the selected color to the substage.
Edit and Remove Substages
Click the three-dot menu (⋮) to open the menu for each substage.
Editing an Existing Stage
Locate the stage you wish to modify.
Click the "Edit" icon next to the stage name.
Make the necessary changes to the stage name or description.
Click "Save" to apply the updates.
Removing a Stage
Identify the stage you intend to remove.
Click the "Delete" icon associated with that stage.
Confirm the deletion when prompted.
Time-Based Alerts
Overview
Time-based alerts will provide real-time tracking of loan progress and upcoming deadlines, helping teams stay on top of critical timelines. These alerts can be customized per stage or substage, allowing for proactive management of loan files.
Alert Types
Users can configure alerts based on two tracking methods:
Time Since Last Progression
Measures the time elapsed since a loan moved to a new stage or substage.
Helps track loan files that may be stagnating in a stage.
Time Remaining Until Closing
Counts down the days until the scheduled closing date.
Ensures that loans stay on track and deadlines are met.
Alert Flags
Alerts can be set at both the Stage and Substage levels to provide targeted tracking.
For each alert, you can define:
Attention Status – A warning threshold based on hours or days.
Critical Status – A high-priority flag when a loan is at risk of missing a deadline.
These alerts will add visual indicators to both the Pipeline Dashboard and the loan file.
Configuring Your Time-Based Alerts
Click your logo/company name in the top-left corner
Select Company Settings
Select Pipeline
Click the checkbox to toggle on/off time display and time-based alerts
Click the "..." beside any Pipeline Stage or Substage and click Edit Stage (or Edit Substage)
Click the toggle to Enable time-based alerts for the selected milestone
Click the checkbox to enable inactivity-based Stage/Substage Flags and customize your preferred interval
Notifications (Coming Soon)
Users will soon have the option to assign notifications to specific team members when a loan file is flagged.
This ensures that the right person is alerted when a loan requires immediate attention.