Lightning Docs is a third-party document generation service integrated with our Baseline system. The integration is a specialized document generation service that allows our users to automatically generate legally binding and compliant loan documents based on their loan information saved in our system, reducing time and the need for working within the Lightning Docs platform itself.
These can be any loan documents, from loan agreements to leases, as long the relevant templates have been set-up in Lightning Docs.
How it Works at a Glance
Data Collection: Our system already stores all the important loan information (borrower details, loan terms, property information, etc.)
Document Generation: When a loan officer clicks "Generate Documents" in the system:
Our platform packages up all the relevant loan data
Sends it securely to Lightning Docs
Lightning Docs uses this data to fill in the appropriate document templates
The completed documents are created (typically in Word format) and automatically sent back to our platform and stored under the linked loan
Please Note:
You need to have a Lightning Docs account to use their platform
You need to have templates (known as Scenarios in Lightning Docs) set-up within your Lightning Docs account to seamlessly generate documents
Step-by Step Process
Initiating the Process
Go to a Loan
Go to the Documents Tab
Click on Generate (to open the document template dropdown)
Click on Lightning Docs
To efficiently use the integration, please make you're logged in to your Lightning Docs account and have at least one template set-up
Generating Documents on Lightning Docs
Users will be taken to the Lightning Docs document generation panel to review the details and the fields of the template, or change the template itself
![Screen Recording 2025-09-08 at 8.13.26 AM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/at1r5n08/1714699212/7497ab8e31f773edef85dae0ee61/ezgif-8766a9f8f332a4.gif?expires=1766321100&signature=b9a8c1380aeb9a7994e54419276cf5af9d01090b3a9a7bf084d2a3a82dc60776&req=dScmEs93lINeW%2FMW1HO4zQojmr%2FcBqJ5HVK4nKna5G2XzZfZlQpLh5Jjite8%0Ay%2BGs%2FXe5XkYYdS0yue4%3D%0A)
To change the template, users will have to click the "Select from Scenario" button which will open the template picker
Once a template has been picked and the details have been reviewed, it simply about clicking the "Complete" button to generate the document
A user will then be re-directed to their Lightning Docs account, where the document is ready for them to download, update, or review
Accessing the Document on Baseline
That same document will now also be sent back to Baseline, available in the Document tab of that specific loan, under the Loan section
To onboard this feature for your company, feel free to get in touch with the Baseline Customer Success team at [email protected]