The Sequential Loan ID feature allows lenders to create customized, predictable loan identification numbers instead of using random numbers.
This feature enables our users to establish a format for their loan IDs that automatically follows and increments along a consistent format they choose, replacing Baseline's default IDs. Formats can include:
Created dates (year, month, day)
Numbers (1, 2, 3, etc.)
Fixed texts and letters (like company initials)
For example, if a lender sets up the format "ABC-YYYYMMDD###":
The first loan created on August 25, 2025 will be ABC-20250825000
The second loan that day will be: ABC-20250825001
The next loan given that it's added the next day will be: ABC-20250826002
How it Works
Accessing the Editor
Navigate to General Settings in the Company Settings section in the Lender Portal.
Find the "Loan ID Format" section (initially shows the default random format).
Click on Edit to open the ID editor.
If you are an existing customer with loans already in the system, please note that changing the format will ONLY impact new loans created and have no effect on older loans.
2. Setting up a Format
In the editor, click on Insert to open the format picker
As mentioned before, you can pick created dates, numbers, and adjust the total number of digits and the starting number.
To pick the total number of digits and the starting number, click on Ascending digits
To pick dates created, click on any one of the options in the dropdown:
Year Created
Month Created
Day Created
To add a fixed string of numbers or letters, simply type in the text in the input field:
![Screen Recording 2025-08-24 at 11.01.51 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/at1r5n08/1688062757/7a9f41d82381b644c1174fc9d0d5/ezgif-894a7bddd91193.gif?expires=1766322000&signature=1fcb223fc1f364236ad797ca9a4f61e2a5da66f6219ead5c4889d806cfdd7c7e&req=dSYvHsl4n4ZaXvMW1HO4zbwbMOPCr24YlyD22247NQU24Dsxh2nUQyfQHIUN%0AOk1VI8CQi2XO4xuDNZA%3D%0A)
Sequential Loan ID in action
Suppose we want to set up a loan format similar to the one mentioned earlier, "ABC-YYYYMMDD###", starting with the number 0.
It would work like this:
Put in "ABC-" in the input field
Add "Year Created", "Month Created", and 'Day Created" from the date picker options by clicking on the options
Click on Ascending Digits to access the editor, and add 3 in the Total Digits input field and 0 in the Starting Value input field and click Insert
Once done, preview the new ID format in the input field and click on Apply Changes to see the format now saved in settings.
Please note that you cannot select a value lower than 3 digits in the ascending digits picker.
Once an ID has been saved, any new loans created will follow the new format saved. Take, for example, the new format that was saved above:
If your Loan ID format creates an ID that already exists, it will result in a duplicate Loan ID. Please ensure your format is unique and avoids conflicts with existing IDs.
Manual ID
Loans ID can still be edited in the same way they were before, through the ID editor in the loan:
![Screen Recording 2025-08-24 at 11.38.50 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/at1r5n08/1688117152/2331776e92570f5ee216db8d65cd/ezgif-8fca3cc276a5c3.gif?expires=1766322000&signature=4bbf1af8057cc99b6747054a3c1d5a0844a3570bb796ec0309b41ecd74dac2ce&req=dSYvHsh%2FmoBaW%2FMW1HO4zXfkR9HVItW0s71i94akWKrt1gj%2BK4RwduYj4gJs%0Ah52hVMzl4dCh3RZxS3U%3D%0A)
Permissions
Only users with access to settings can set an ID. However, any user with "Write" permission to Pipeline loans and Full Access to loans in servicing can also edit the ID manually for any individual loan.