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Jun 12, 2025 – Release Notes

Updated over 4 months ago

Release summary

This update introduces deeper pipeline navigation, electronic signature tags in documents, and improvements to documents, mail templates, and reports. It also adds support for same‑day ACH payments and enhances formula options in Sizers.

New features & improvements

  • Drill down into pipeline stages – You can now click any stage in the pipeline to open a Kanban board showing all of its sub‑stages, making it easier to manage and visualize loans at each step.

  • E‑signature tags in documents – Documents generated within Baseline can include electronic signature tags, allowing borrowers and investors to sign documents digitally.

  • Collateral sections by address – When generating documents, collateral sections are separated by address, ensuring that each property’s collateral information is clearly delineated

  • Rejection reasons for documents – When a document is rejected, users are prompted to enter a rejection reason; the reason is then displayed alongside the document for improved communication

  • Custom loan names in the borrower portal – Custom loan names set by administrators or lenders now appear in the borrower portal, giving borrowers a clearer view of their loans

  • Same‑day ACH – Same‑day Automated Clearing House (ACH) payment processing is now supported, speeding up fund transfers

  • Merge tags in mail templates – Email templates now support merge tags, allowing dynamic insertion of borrower, loan, or investor details into emails

  • Google Tag Manager integration – Google Tag Manager snippets can be added to the borrower portal for improved analytics and marketing tracking

  • Custom formulas in Sizers – Sizer tools now support custom formulas that reference regular payment and interest rate fields, enabling more flexible financial projections

  • Bug fixes and performance improvements – Additional bug fixes and optimizations accompany this release.

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