We’ve shipped a focused release that makes brokers a first-class part of Baseline, with a dedicated broker portal. We've also added automated team assignment, helping lenders route loans to the right people faster.
Dedicated Broker Portal
Brokers are now a first-class part of Baseline.This release brings brokers fully into the platform — with dedicated profiles, document workflows, and portal access that keep broker relationships organized end to end.
In the Broker Portal, brokers can now:
Submit and manage their own loan applications, with a "My Loans" view of everything they've originated.
Access and upload documents against a broker-specific document checklist on each loan.
Be selected as recipients for signature requests and sign the documents sent to them.
See only the notifications intended for them, and receive borrower notifications on loans they originated.
Broker originated loans are limited only to origination — loans automatically move out of the portal once they enter servicing.
For teams managing brokers:
Add brokers as contacts from both the global Contacts section and directly within a loan, with a dedicated Brokers list and full broker profiles.
A new Broker section in each loan's Documents tab keeps broker paperwork organized separately.
Broker documents stay private to your team and the broker, hidden from borrowers in the Borrower Portal.
Broker fields are available in custom reports, and broker merge tags (e.g.
<>) can be used in document templates and elsewhere.
Automation to Assign Teams to Loans
More power to automate how loans get assigned.
A new automation action can automatically apply a team preset to a loan when an automation runs — populating every role in one step.