Release summary
This spring release introduces a combined Contacts tab, enhancements to the pipeline and budget tools, new application workflows, and numerous improvements to loan servicing and security. It also adds automation options and provides more control over comments and passwords.
New features & improvements
Unified Contacts tab – Loans now feature a single Contacts tab that merges the old Borrower and Vendor tabs into one streamlined interface. From this tab, you can:
Add the same person as a borrower and/or guarantor and invite them directly
Add “Viewers” who can access the loan in the borrower portal without being borrowers or guarantors
Redesigned pipeline with table view – The pipeline has been redesigned to include a table view with filtering by stage, giving you more ways to visualize and manage loans
Improved application process – Public applicants (not logged in) can verify their email during submission and set up an account in one continuous flow Additionally, new applications or changes to applications can be requested directly from the Application tab
Customizable budget worksheets – Budget worksheets now support custom items, sections and fields. A new bulk‑editing experience makes it easier to create and adjust budgets
Deny & archive workflows – Origination teams can send a denial letter from within Baseline and see denied loans in the Archived Loans report
Borrower‑details indicators – The borrower details page now identifies whether each contact is acting as a borrower, guarantor or viewer on the loan
Assign account owners – You can assign account owners to a loan at the moment you create it
Password complexity enforcement – Strong password requirements are enforced across the platform to enhance security
Draw and payoff automations – New automations handle draw‑requested and loan‑paid‑off events, reducing manual work
Lender of record merge tag – A new merge tag allows you to display the lender of record in documents and templates
Annual payment frequency – An annual payment frequency option is now available for loans
Edit or delete your comments – Users can edit or delete their own comments on loans
Bug fixes and improvements – The release includes numerous bug fixes and general improvements