Global Search
Baseline now has a real global search. Press command + K anywhere in the lender portal to open the search box and look across loans, contacts, quotes, and products all at once—results appear as you type.
Search results are governed by a user's Role Permissions, ensuring that Team Members can only see platform elements that they have access to.
See live results for loans, contacts (like borrowers, guarantors, vendors, investors, and brokers), quotes, and products as you type, with buttons to filter by type and a count of how many results are in each.
Quick links to jump straight to a section — like Pipeline, Contacts, or Products — either suggested automatically or matched to what you type.
What shows up in search matches your permissions, including whether you can access Borrowers, Brokers, Investors, Vendors, Quotes, Pipeline, Servicing, or Products, and whether your access is company-wide or limited to your own records.
Archived, sold, and deleted loans only show up in search if you're already allowed to see them elsewhere in Baseline.
Applications
Changes to a custom dropdown field now show up right away to a live published application.
Public application document upload attempts now have extra protection against abuse from bots and users.
Factory Settings & Preset Process Templates
New lender accounts no longer start from a blank slate. Every new client now comes pre-loaded with ready-to-use starting content in five settings areas, so there's always a sensible starting point instead of an empty page.
A "Start with a template" banner (which you can hide if you don't need it) appears on each of those settings pages with a few template options to choose from — picking one opens the normal setup screen already filled in, so nothing is saved until you decide to.
Products: 4 ready-made loan products, with common fields, charges, and documents already configured and enabled.
Tasks: four ready-made task templates for common loan processes.
Emails: four ready-to-use templates: Title Request, Welcome Email, Insurance Request, and Appraisal Order—each with full subject/body copy and merge tags.
Automations: ready-made automations, like requesting standard documents when an application is submitted, assigning a product based on loan type, sharing documents at key milestones, and creating tasks as a loan moves through stages.
Roles & Permissions: four default roles: Accountant, Admin, Loan Processor, and Loan Officer—with sensible starting access levels for each.
Products
Renaming a field (that’s inside a calculated field) now updates the name inside the calculated field as well.
New accounts now start with a scoped down set of fields.
Payments & Accounting
Auto-created charges now always follow the loan's origination date—even if that date changes later, or the charge comes in through an import without one of its own.
Payoff statements now always show each charge's current status.
The FCI integration now logs a change-log entry every time a loan connects to or disconnects from FCI, and FCI payments now appear in your import list.
Investor class percentages now save precisely as entered.
Payment fields go back to using their formula (instead of staying blank) if you clear a value you typed in by hand.
When you clear a manually-entered first payment date, the change log now clearly shows that the built-in formula took back over, instead of leaving the entry blank.
The Override option next to a manually-entered payment field only shows up for users who have permission to edit it.
Loans & Collateral
Changes to loan records now save noticeably faster.
Deleting the primary collateral property now automatically makes the next remaining property the new primary one.
Collateral totals across multiple properties reflect the full combined number.
Completely removing a budget item also reverts the approved status for that budget.
Unit-detail formulas now calculate independently for each unit, numeric fields only accept numbers—anything else is rejected instead of showing "NaN", and a newly added unit's calculated fields stay blank until you've filled in what they need.
Reports
Custom reports filter by date range and loan status exactly as configured (on the date).
The Last Payment column shows a loan's most recent Regular Payment, not other transaction types such as funding releases.
Large custom reports load at full size, no matter how much data they contain.
Numeric and text columns in custom reports offer checkbox filters, so you can quickly select from existing values.
The fields available when building a report are all ones that actually apply to your data.
Adding a metric column, such as Income Balance or Cash Balance, to an investor report doesn't affect the other columns you've already added; they remain populated as they were before.
The loan tape and exports now include borrower and guarantor Tax ID / SSN values (if this has been turned on in your account).
Last Draw Date is now available as a column in loan reports.
Documents
The document viewer's header loads smoothly right after a multi-page upload finishes, and you can click the zoom buttons as many times as you like without highlighting the page's text.
On a document still attached to an in-progress application, Request Document stays unavailable until the application is submitted and the document is linked to a loan.
Document slots and templates will now show a loan's broker documents and information, even if a broker has since been removed from the system.
Loan team role assignments can now be used as merge tags in documents.
E-sign & audit trail
E-signed document audit logs now show the email address for every signer, not just the first one.
Automations
If an automation email doesn't go through, the system surfaces a notification indicating why it failed.
When writing an automation email, bolding and bullet formatting applies exactly to the lines you select, not the whole message.
Citizenship is available as its own condition when building borrower-related automations, so you can trigger actions based on an applicant's citizenship.
API & Platform
Admins can now create and manage their own public API tokens right from Settings → General Settings → API, without needing to contact support.
Create a named token that you can cancel at any time, with an optional expiration date. You'll see the full token only once, right when you create it; after that, we only show a partially hidden version so it can't be copied later.
See who created each token and when it was last used.
Cancel (revoke) a token immediately whenever you no longer need it.
Any API keys customers were already using are backfilled into the new token model, so no integration needs to change anything during the switch.
Also in this release:
Borrower zip code is now included in the public API.
Account Owner roles are now included in the public API.
Contacts
Contacts that have been deleted but are still attached to a loan—like a broker who's been removed from the system—now clearly show that they're no longer active in the Loan Contacts tab.
On pinned contact cards, a deleted contact turns gray, with the name and details shown crossed out, plus a single "Deleted" label at the bottom of the card.
In the contacts table, a deleted contact's row also turns gray, with the name, email, and phone crossed out, and a "Deleted" label in the Status column.
You can no longer use Re-send Invite or View Profile for a deleted contact. Remove from Loan is the only option still available.
Deleted contacts keep their full history on the loan until you actually remove them from it.
Also in this release:
Vendor pages have been simplified; the relationship Role field (Manager/Viewer) was removed.
When associating one contact with another, we now enforce that they need to be different types. For example, a company can link to an individual, but not to another company.
Ownership percentage doesn't apply to vendor accounts anymore.
The broker selector and the email Link to Contact dropdown now show your complete list of contacts.
Triage
A new visibility toggle for the Triage module has been added to Roles & Permissions, allowing lenders to more granularly control access on a Role level.
Dashboard
Checking off a task in My Tasks now keeps the task visible on your Dashboard instead of removing it from the list right away.
