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Manually Add a New Loan in Origination

Manually adding a loan to your pipeline

Updated over a month ago

In this guide, you'll learn how to create a loan in the Origination Pipeline.

πŸ’‘ Loans are also created by submitting a loan application and converting a quote into a loan

  1. Navigate to the Pipeline

  2. Click "Add Loan"

  3. Type a name for your new loan

  4. Select the Use of Funds

  5. Select the Product (Learn how to Customize a Product)

  6. Search for a Borrower and Guarantor from your list of Borrowers

    You may create a new by clicking "+ Create a new borrower"

  7. Click "Next"

  8. Type the loan address and select from the options

    If the desired address is not shown, you may fill the address manually

  9. Click "Save"

For more information, contact Baseline at
​[email protected]

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