New Features & Enhancements
Baseline AI for Loans (Beta)
AI-driven insights and automation to enhance your process. Ask to write an email or provide a summary of the documents uploaded by the borrower.
Go to the comments inside a loan and type @Baseline to interact with our AI
Contacts Module
Preset Filters for Entities & People inside Investors & Vendors
Flags by Stage & Substage
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.Set these flags by time since last progression or days to Closing date.
Product Enhancements
Default Payable in Charges:
Inside the products, charges now have the option to set a default "Payable to" for each charge listed in the product, removing the need for the user to set these on each new loan.
Offerings
Duplicate an Offering:
Quickly create new offerings based on existing offerings, making it easier to raise your next round.
Automations - New Actions
Assign Owners:
Automatically assign loan owners based on predefined rules.Request Documents:
Borrower document requests are automatically triggered.Share Documents:
Seamless document sharing with borrower.
Communications (Beta)
Save Attachments Directly in Loans & Linked Contacts: Attachments from emails can now be saved directly within loan records.
Email in Contacts: Improved email tracking and management in contact profiles.
Documents Management
Improvements to Document Handling: Enhanced system performance for storing and retrieving documents.
Improvements in Generating Documents: Faster and more accurate document generation.
Comments & Collaboration
Edit & Delete Comments: Users can now modify or remove their comments for better collaboration.
Reporting & Search
Custom Reports Updating Live: Real-time updates to custom reports.
Filtering & Searching of Archived Loans: Easier retrieval of archived loan data.