In this guide, you'll learn how to create a loan in the Origination Pipeline.
π‘ Loans are also created by submitting a loan application and converting a quote into a loan
Navigate to the Pipeline
Click "Add Loan"
Type a name for your new loan
Select the Use of Funds
Select the Product (Learn how to Customize a Product)
Search for a Borrower and Guarantor from your list of Borrowers
You may create a new by clicking "+ Create a new borrower"Click "Next"
Type the loan address and select from the options
If the desired address is not shown, you may fill the address manuallyClick "Save"
For more information, contact Baseline at
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