Baseline's merge fields feature is a powerful tool to quickly populate and generate documents using the information you already have stored in the system, saving time and effort and streamlining your operations.

📢 Please Note: the system requires that fields added to templates contain information to function.

Borrower Fields

The Borrower section in this document contains a comprehensive list of merge fields and examples.

For Entities

Field	Simple Notation
Borrower Name	«Borrower_Name»
Borrower Address	«=address("Borrower_Address")»
Borrower Address (single line)	«=address("Borrower_Address","singleline")»
Borrower Address (By Line)	«Borrower_Address_Street1», «Borrower_Address_Street2» «Borrower_Address_City», «Borrower_Address_State» «Borrower_Address_Zipcode»
Borrower Entity Type	«Borrower_Entity_Type»
Borrower Jurisdiction	«Borrower_Jurisdiction»
Borrower Phone	«Borrower_Phone»
Borrower Tax ID	«Borrower_Tax_Id»
Borrower Number of Flips	«Borrower_Num_Flipped»

For Individuals

Field	Simple Notation
Borrower Name	«Borrower_Name»
Borrower Address	«=address("Borrower_Address")»
Borrower Address (single line)	«=address("Borrower_Address","singleline")»
Borrower Address (By Line)	«Borrower_Address_Street1», «Borrower_Address_Street2» «Borrower_Address_City», «Borrower_Address_State» «Borrower_Address_Zipcode»
Borrower Email	«Borrower_Email»
Borrower Citizenship	«Borrower_Citizenship»
Borrower Phone	«Borrower_Phone»
Borrower Tax ID	«Borrower_Tax_Id»
Borrower Date of Birth	«Borrower_Date_Birth»
Borrower Number of Flips	«Borrower_Num_Flipped»
Borrower Credit Score	«Borrower_Credit_Score»

Guarantor Fields

The Guarantor section in this document provides a detailed list of merge fields.

For Entities

Field	Simple Notation
Guarantor Name	«Guarantor_Name»
Guarantor Address	«=address("Guarantor_Address")»
Guarantor Address (single line)	«=address("Guarantor_Address","singleline")»
Guarantor Address (By Line)	«Guarantor_Address_Street1» «Guarantor_Address_Street2», «Guarantor_Address_City», «Guarantor_Address_State» «Guarantor_Address_Zipcode»
Guarantor Entity Type	«Guarantor_Entity_Type»
Guarantor Jurisdiction	«Guarantor_Jurisdiction»
Guarantor Phone	«Guarantor_Phone»
Guarantor Tax ID	«Guarantor_Tax_Id»
Guarantor Number of Flips	«Guarantor_Num_Flipped»
Guarantor Type (i.e., entity)	«Guarantor_Type»

For Individuals

Field	Simple Notation
Guarantor Name	«Guarantor_Name»
Guarantor Address	«=address("Guarantor_Address")»
Guarantor Address (single line)	«=address("Guarantor_Address","singleline")»
Guarantor Address (By Line)	«Guarantor_Address_Street1», «Guarantor_Address_Street2», «Guarantor_Address_City», «Guarantor_Address_State» «Guarantor_Address_Zipcode»
Guarantor Email	«Guarantor_Email»
Guarantor Phone	«Guarantor_Phone»
Guarantor Tax ID	«Guarantor_Tax_Id»
Guarantor Date of Birth	«Guarantor_Date_Birth»
Guarantor Number of Flips	«Guarantor_Num_Flipped»
Guarantor Credit Score	«Guarantor_Credit_Score»
Guarantor Type (i.e., individual)	«Guarantor_Type»
Guarantor Marital Status	«Guarantor_Marital_Status»

Table view

Add a table such as the one below to your document to populate the information, table can be formatted.

«FOR guarantor IN loan.guarantors»
«$guarantor.name»	«$guarantor.email»	«$guarantor.phone»
«END-FOR guarantor»

Example output:

In-text

You will add the following tags within the text to add the team members info.

Example input

Example output

💡 Please contact support for information on how to obtain multiple borrowers or guarantors in the same document.

Loan Fields

The following section provides an overview of the merge fields available for the Loan section. These merge fields are divided into subsections corresponding to different aspects of the loan, such as General, Collateral, Charges, Escrow, and Other Fields. Each subsection contains a list of specific fields and corresponding examples, allowing lenders to easily populate loan-related information in their documents.

👉 Some fields are only available when the loan is in servicing.

General Loan Info

Field	Simple Notation	Simple Example
Loan ID	«Loan_Id»	321455
Loan Name	«Loan_Name»	75 Poplar St
Use of Funds	«Use_of_Funds»	Refinance
Loan Type	«Loan_Type»	Bridge + Rehab

General Tab

Terms Section

Field	Simple Notation	Modified	Simple Example	Modified Example
Loan Amount	«Loan_Amount»	«Loan_Amount_Written»	$250,000.00	Two Hundred FiftyThousand Dollars
Rate	«Rate»	«Rate_Written»	6.000%	Six percent
Term (Months)	«Term»	«Term_Written»	12	Twelve
Holdback	«Holdback»	«Holdback_Written»	$40,000.00	Forty Thousand Dollars
Initial Advance	«Initial_Advance»	«Initial_Advance_Written»	$210,000.00	Two Hundred Ten Thousand Dollars
Origination Date	«Origination»		September 14, 2023
Maturity Date	«Maturity»		September 14, 2024

Parameters Subsection

Field	Simple Notation	Simple Example
Lien Position	«Lien_Position»	First
Rate Type	«Rate_Type»	Fixed
Due Date	«Due_Date»	1
Frequency	«Frequency»	Monthly
Amortization Type	«Amortization_Type»	Interest-Only
Amortization Term	«Amortization_Term»	12 months
First Payment	«First_Payment»	October 1, 2023

Statistics Subsection

Field	Simple Notation	Simple Example
Loan To Value (LTV)	«Loan_To_Value_LTV»	95.96%
Initial Advance To Purchase (PLTV)	«Initial_Advance_To_Purchase_PLTV»	80.05%
Loan To Cost (LTC)	«Loan_To_Cost_LTC»	90.00%
Blended LTC	«Blended_LTC»	95.96%
ROI	«ROI»	10.00%
After Repair LTV	«After_Repair_LTV»	60.00%

Payments Section

Pipeline

The following fields are accessible while in origination (Pipeline)

Field	Simple Notation	Simple Example
First Payment	«First_Payment»	October 1, 2023
Principal & Interest	«Principal_Interest»	$1,200.00
To Trust	«To_Trust»	$50.00
Regular Payment (P&I + Trust)	«Regular_Payment»	$1,250.00
Next Payment Amount	«Next_Payment_Amount»	$4321.49
Per Diem	«Per_Diem»	$41.10
Payments Remaining	«Payments_Remaining»	4

Loans

The following fields are accessible while in servicing (Loans) along with the fields in Pipeline

Terms	Simple Notation	Example
Regular Payment (P&I + Trust)	«Regular_Payment»	$1,250.00
Per Diem	«Per_Diem»	$41.10
Paid Through Date	«Paid_Through»	September 14, 2023
Last Payment	«Last_Payment»	September 14, 2023
Next Payment	«Next_Payment_Due»	October 1, 2023
Current Principal	«Current_Principal»	$250,000.00

Classes (Investment Tranches) Subsection

Field	Simple Notation	Simple Example
Senior	«Senior»	$200,000.00
Junior	«Junior»	$150,000.00
Mezzanine	«Mezzanine»	$50,000.00

Default Charges

Team Fields

The following fields are available for team members within a corporation

Field	Simple Notation	Simple Example
Borrower Name	«$Borrower.Name»	Jane Doe
Borrower Phone	«$Borrower.Phone»	5519999999
Borrower email	«$Borrower.Email»	[email protected]
Borrower Title	«$Borrower.Title»	President
Address	«$Borrower.Address_Street1», «$Borrower.Address_Street2» «$Borrower.Address_City» «$Borrower.Address_State» «$Borrower.Address_Zipcode»	181 Burlington Avenue, Paterson, New Jersey 07502

The team fields can be utilized in two ways:

1) Table view

Add a table such as the one below to your document to populate the information, table can be formatted.

«FOR Borrower IN Borrower_Team»
«$Borrower.Name»	«$Borrower.Email»	«$Borrower.Title»
«END-FOR Borrower»

Example output:

2) In-text

You will add the following tags within the text to add the team members info
Text Before «FOR Borrower IN Borrower_Team» «$Borrower.Name» as «$Borrower.Title» and «END-FOR Borrower» Text After

Example output:

Loan Modifications

Only within the loan modification flow, you can generate documents that use merge tags that reference fields before and after the modification.

Field	Before Modification	After Modification
Maturity	«before("Maturity")»	«Maturity»
Date	«before("Date")» the date the modification was made	«Date» the date the modification will take effect
Rate	«before("Rate")»	«Rate»
Rate Type	«before("Rate_Type")»	«Rate_Type»
Loan Amount	«before("Loan_Amount")»	«Loan_Amount»
Term	«before("Term")»	«Term»
Lien Position	«before("Lien_Position")»	«Lien_Position»
Due Date	«before("Due_Date")»	«Due_Date»
Frequency	«before("Frequency")»	«Frequency»
Amortization Type	«before("Amortization_Type")»	«Amortization_Type»
Amortization Term	«before("Amortization_Term")»	«Amortization_Term»

Collateral Tab

Property Details Section

Field	Simple Notation	Simple Example
Loan Address	«=address("Loan_Address")»	181 Burlington Avenue, Paterson, New Jersey 07502
Loan Address (single line)	«=address("Loan_Address","singleline")»
Address (By Line)	«Loan_Address_Street1», «Loan_Address_Street2» «Loan_Address_City», «Loan_Address_State» «Loan_Address_Zipcode»	181 Burlington Avenue Paterson New Jersey 07502
County	«Address_County»	Volusia
Parcel ID	«Address_Parcel_ID»	Parcel ID 123NUMBER
Legal Description	«Address_Legal_Description»	This is the legal description

Features

Field	Simple Notation	Simple Example
Units	«Address_Units»	1
Beds	«Address_Beds»	999
Baths	«Address_Baths»	555
Parking	«Address_Parking»	Private Driveway
Pool	«Address_Pool»	No
Lot Size (sqft)	«Lot_Size_sqft»	900
Gross Livable Area GLA	«Gross_Livable_Area_GLA»	750

Construction Details

Field	Simple Notation	Simple Example
Property Type	«Address_Property_Type»	Single-Family
Year Built	«Address_Year_Built»	1904
Construction Materials	«Address_Construction_Materials»	Rock or Stone
Floors / Stories	«Floors_Stories»	3

Occupancy

Field	Simple Notation	Simple Example
Owner Of Record	«Owner_Of_Record»	John Smith
Property Condition	«Property_Condition»	Well Maintained
Occupancy Status	«Occupancy_Status»	Vacant

Property Value

Field	Simple Notation	Simple Example
Purchase Date	«Address_Purchase_Date»	September 20, 2023
Purchase Price	«Address_Purchase_Price»	$866,000.00
Existing Debt	«Address_Existing_Debt»	$888,888.00
As Is Value	«Address_As_Is_Value»	$4,444,444.00
ARV Lender	«Address_ARV_Lender»	$60,600.00
ARV Borrower	«Address_ARV_Borrower»	$99,999.00

Income

Field	Simple Notation	Simple Example
Actual Rent	«Actual_Rent»	$4000.00
Market Rent	«Market_Rent»	$5000.00

Taxes & HOA

Field	Simple Notation	Simple Example
Property Taxes	«Property_Taxes»	$7500.00
Tax Due Date	«Tax_Due_Date»	05/01/2024
HOA Fees	«HOA_Fees»	$600.00
HOA Due Date	«HOA_Due_Date»	07/06/2024

Scope of Work

Field	Simple Notation	Simple Example
Rehab Cost	«Rehab_Cost»	$62,000.00
Total Rehab	«Total_Rehab»	$62,000.00
Expected Project Length	«Expected_Project_Length»	$888,888.00
Additional Square Footage	«Additional_Square_Footage»	Yes
Project Summary	«Project_Summary»	Full renovation of kitchen and bathrooms. Installation of a new HVAC unit.
Rehabbed Structure Beds	«Loan_Address_Address_Details_Rehab_Beds»	3
Rehabbed Structure Bathrooms	«Loan_Address_Address_Details_Rehab_Baths»

Charges Tab

Default Charges

All default charges can be leveraged in documents; the following list is not exhaustive:

Field	Simple Notation	Simple Example
Origination (Points)	«Origination_Points»	$2,500.00
Document Handling	«Document_Handling»	$950.00
Underwriting	«Underwriting»	$1,295.00
Processing Fee	«Processing_Fee»	$100.00
Referral	«Referral»	$500.00
Wire	«Wire»	$30.00
Legal	«Legal»	$1,795.00

The charges in the document can be utilized in multiple ways:

Table of Charges: You can create a table that lists all the charges in the loan, including their respective charge dates, items, and amounts. This table should only contain charges that have an unpaid balance.
Total Unpaid Balance: A field is available that contains the sum of the unpaid balances of all the charges in the loan. You can use this field to display the total unpaid balance of the charges.

By incorporating these two methods, you can effectively showcase the charges in the document and provide an overview of the outstanding balance related to these charges.

Table of Charges

The following fields are available for charges

Field	Simple Notation	Simple Example	Notes
Charge Date	«$charge.date»	01/04/2024
Charge Name	«$charge.name»	Legal Fees
Charge Person Name	«$charge.person.name»	John Smith	The name of the person attached to the vendor the charge is being delivered to
Charge Amount	«$charge.amount»	200	The charge amount styled without a $ sign or decimal suffix
Charge Amount Due	«$charge.amount_due»	$200.00

Charges - Total Unpaid Balance:

Field	Simple Notation	Simple Example
Total Charges & Fees	«charges.total»	$60,600.00

Table Output

For the table of charges, copy the following table:

Charges & Fees
Charge Date	Item	Amount
«FOR charge IN charges.items»
«$charge.date»	«$charge.name»	«$charge.amount_due»
«END-FOR charge»
Total Charges & Fees		«charges.total»

Example Output:

Custom & Specific Charges

You can reference custom charges that you have created within your products.

Create a charge within your Product on the Charges page, and give it a value (either fixed or calculated).
- For instance, you might name a charge Attorney Document Review Fee
Within your document, use the following format
- Begin the merge tag with «
- Use capital letters for the first letter of each word in the custom charge
- Use underscores (_) to replace the spaces in the charge name
- End the merge tag with »
The tag for the Attorney Document Review Fee charge would be «Attorney_Document_Review_Fee»

⚠️ Don't use special characters when naming your fields (i.e., ' " ( ) / : ; +)

Trust Account Balance

You may obtain the entire balance of all the trust accounts in the system by using the following.

Field	Simple Notation	Simple Example
Trust Balance	«Trust_Balance»	$1,200.00

Funding

You may obtain the Funding info for each investment made in a loan.

💡 This section is only available using the Investor Agreement Template

Field	Simple Notation
Investor’s Name	«Investor_Name»
Invested Amount	«Investor_Investment_Amount»
Investment Date	«Investor_Investment_Date»
Investment Rate	«Investor_Investment_Rate»
Class or Tranche	«Investor_Investment_Class»
Investor Monthly Payment = (Amount Rate) / 12*	«Investor_Investment_Monthly_Amount»
Investor Address	«=address("Investor_Address")»
Investor Address (By Line)	«Investor_Address_Street1», «Investor_Address_Street2» «Investor_Address_City», «Investor_Address_State» «Investor_Address_Zipcode»

Custom Fields

Under your Custom Settings, you can create custom fields for Borrowers/Guarantors, Investors, and Vendors. These fields can be referenced in document templates with merge tags.

To reference these custom fields, follow these steps:

Go to Custom Data.
Click Borrower, Investor, or Vendor.
Name your custom field.
1. Example 1: under Guarantor, I've created a field titled "Drivers License" for individual guarantors.
2. Example 2: under Borrower, I've created a field titled "Company Owner 1" for borrower entities.
In your document, use the following format to reference the custom field you created.
1. «Borrower/Guarantor/Investor/Vendor_Name_of_Merge_Field»
2. Example 1: «Guarantor_Drivers_License»
3. Example 2: «Borrower_Company_Owner_1»

⚠️ Don't use special characters when naming your fields (i.e., ' " ( ) / : ; +)

Other Fields

General

Field	Simple Notation	Simple Example	Notes
Current Date	«Date»	September 4, 2023	This will add the current date to a document
Current Date (Short)	«date("short")»	6/18/24
Current Month	«date("MMMM")»	June	Returns the current date's month. This field is case sensitive.
Current Year	«date("yyyy")»	2024	Returns the current year's month. This field is case sensitive.
Unpaid Interest	«Unpaid_Interest»	$0.00	This field will return any unpaid interest recorded from a borrower's payments
Accrued Interest	«Accrued_Interest»	$28,479.44	This field can only be used in a payoff statement, as it's tied to a payoff date.
Product Name	«Loan_Product_Name»	Fix & Flip - SFR	Brings in the name of your product attached to the loan

Contacts / Vendors in a Loan

For contacts, all the types of contacts have the same syntaxis; Role name + Field Name

Role Name - Separated by Underscores → “Title Agent” = Title_Agent
Field Name - Separated by Underscores → “Company Name” = Company_Name\

Example:
I want to add a Title Agent’s Company Name to a document:
Title Agent Company Name = «Title_Agent_Company_Name»

Use the following Matrix as a guide:

Contacts	Name	Company Name	Phone	Email
Title Agent	«Title_Agent_Name»	«Title_Agent_Company_Name»	«Title_Agent_Phone»	«Title_Agent_Email»
Closing Assistant	«Closing_Assistant_Name»	«Closing_Assistant_Company_Name»	«Closing_Assistant_Phone»	«Closing_Assistant_Email»
Broker Processor	«Broker_Processor_Name»	«Broker_Processor_Company_Name»	«Broker_Processor_Phone»	«Broker_Processor_Email»
Escrow Office	«Escrow_Office_Name»	«Escrow_Office_Company_Name»	«Escrow_Office_Phone»	«Escrow_Office_Email»

Lender of Record

The "Lender of Record" subsection within the "Loan" section contains merge fields related to the lender's information.

⚠️ The lender of record is the entity that appears as the official lender in documents such as the mortgage. Lenders can use the merge fields to populate this information accurately.

Lender of Record	Simple Notation
Name	«Lender_Of_Record_Name»
Jurisdiction	«Lender_Of_Record_Jurisdiction»
Type of Corp	«Lender_Of_Record_Type»
Address	«Lender_Of_Record_Address_Street1», «Lender_Of_Record_Address_Street2» «Lender_Of_Record_Address_City»,«Lender_Of_Record_Address_State» «Lender_Of_Record_Address_Zipcode»
Address (single line)	«=address(“Lender_Of_Record_Address”,“singleline”)»

Loan Settings

Loan Settings within products are also available as merge fields

Field	Simple Notation	Result
Interest Accural Method	«Interest_Accural_Method»	Regular Period
Negative Amortization	«Negative_Amortization»	Unpaid Interest
Unpaid Interest Handling	«Unpaid_Interest_Handling»	Include when calculating interest
Calculate Daily Rate Using	«Calculate_Daily_Rate_Using»	365 Days/Yr
Calculate Days Between Dates Using	«Calculate_Days_Between_Dates_Using»	Actual Number of Days
NSF Fee	«NSF_Fee»	$50.00
Late Charge Method	«Late_Charge_Method»	Default
Number of Grace Days	«Number_Of_Grace_Days»	10
Grace Days Method	«Grace_Days_Method»	Calendar Days
Minimum Late Charge	«Minimum_Late_Charge»	$50.00
Percentage of P&I	«Percentage_Of_P_I»	5%
Additional Daily Amount	«Additional_Daily_Amount»	$10.00
Prepayment Type	«Prepayment_Type»	No Prepayment
Penalty Expiration	«Penalty_Expiration»	September 6, 2024
Default After	«Default_After»	30
Default Days Method	«Default_Days_Method»	Calendar Days
Effective Until	«Effective_Until»	Current
Default Rate Method	«Default_Rate_Method»	Fixed Rate
Default Rate	«Default_Rate»	18%
Distribute to Investors	«Distribute_to_Investors»	Yes
Start of Default	«Start_of_Default»	Default Date

Custom Fields

All the custom fields created by an admin through the Loan Products are accessible through merge fields.

To access these fields, use the following syntaxis:

Use the custom name of the field and replace all the space with “_”
Example:
1. I'm creating a new field called My Field
2. Select the type of Field - The merge field will keep this format
3. Replace the spaces with _ (Underscore)
4. Add « » at the beginning and end
  Resulting Merge Field
  «My_Field»

🚫 Do not name fields using special characters such as: & * () <> ? /

Signature Fields

Baseline supports the use of Merge Fields to dynamically insert signature fields into your document templates. This allows for customizable, fillable documents that can be signed electronically by borrowers, lenders, or other stakeholders during the loan process.

To insert a signature field, you’ll use a special syntax in the form of a merge field:
<<=sign({Field Type},{Field Name},{Width},{Height})>>

Parameter	Description
`{Field Type}`	Type of field you want to insert. Supported values: `"signature"`, `"text"`, `"date"`, `"radio"`, `"checkbox"`.
`{Field Name}`	The internal name or label of the field. This will be used to identify the field in the system.
`{Width}`	Width of the field in pixels (e.g., `300`). Not required for `"signature"` or `"radio"` fields, but recommended for `"text"`, `"date"`, and `"checkbox"`.
`{Height}`	Height of the field in pixels (e.g., `40`). Like width, it’s used for sizing text, date, and checkbox fields.

This tells the system to render an interactive field where the recipient can type, draw, select, or check an item.

There are five types of signature fields you can include:

Field	Sample
Signature	«=sign(“signature”, “my signature field”)»
Text	«=sign(“text”, “my text field”, 300, 40)»
Date	«=sign(“date”, “my date field”, 300, 40)»
Radio	«=sign(“radio”, “my radio field”, [“my option 1”, “my option 2”])»
Checkbox	«=sign(“checkbox”, “my checkbox field”, 300, 40)»

Preset Templates

Baseline offers pre-set MS Word document templates that can be customized to fit your specific language and format requirements. These templates also allow you to add any additional fields you may need.

To access these templates, navigate to the Business Profile>Templates and download them from the Document Template section.

You can reset Preset Templates by clicking the reset icon.

Viewing Loan Details

Generating a Quote

Simple Math with Merge Fields

Jan 28, 2025 - Release Notes

Documents

List of Merge Fields

Borrower Fields

For Entities

For Individuals

Guarantor Fields

For Entities

For Individuals

Table view

In-text

Loan Fields

General Loan Info

General Tab

Terms Section

Parameters Subsection

Statistics Subsection

Payments Section

Pipeline

Loans

Classes (Investment Tranches) Subsection

Team Fields

1) Table view

2) In-text

Loan Modifications

Collateral Tab

Property Details Section

Features

Construction Details

Occupancy

Property Value

Income

Taxes & HOA

Scope of Work

Charges Tab

Default Charges

Table of Charges

Charges - Total Unpaid Balance:

Table Output

Custom & Specific Charges

Trust Account Balance

Funding

Custom Fields

Other Fields

General

Contacts / Vendors in a Loan

Lender of Record

Loan Settings

Custom Fields

Signature Fields

Preset Templates