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Aug 10, 2025 – Release Notes

Updated over 4 months ago

Release summary

This update introduces several new features that enhance document management, reporting permissions, and analytics integrations, along with a number of quality‑of‑life improvements.

New features & improvements

  • Order flood reports directly – Lenders can now order flood determinations through the Cotality integration without leaving Baseline.

  • Document rejection reasons displayed – When a document is rejected, the reason now appears next to the document in the borrower and lender portals, improving communication.

  • Google Tag Manager integration – Adds support for embedding Google Tag Manager snippets, enabling more flexible analytics and marketing tracking.

  • Stage‑based read/write permissions – Administrators can assign read or write permissions to specific pipeline stages, giving fine‑grained control over who can edit loan data at each stage.

  • Individual report permissions – Reports can now have their own permission settings, so you can decide which users can view each report.

  • Read‑only loan contact permission – A new permission level for loan contacts allows them to view loan information without making changes.

  • Bug fixes and performance improvements – The release includes miscellaneous fixes and optimizations for stability and performance.

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