This guide provides step-by-step instructions for lenders to add borrowers to the Baseline system.
To add a borrower, follow these steps:
Navigate to the “Borrowers” section.
Click the “Add Borrower” in the top right-hand corner.
Select between “Personal” or “Corporate” borrower and click next.
Personal Borrower
If you are creating a personal borrower:
Enter information about the Borrower.
- Only the name is a required field.Select if you want to invite the borrower to the portal
Click Next.
Add an address to the borrower.
- Adding an address is optional. However, it might be required when generating documents.Click Save
👉 Personal Borrowers are individuals, and in a loan, they can serve as Borrowers or Guarantors
💡Personal Borrowers can Log to Baseline's Borrower Portal when invited
For more info on this, go to Inviting Borrowers
ℹ️Note: If you select “Invite Borrower”, the borrower will receive an email prompting them to sign into their Borrower Portal.
Corporate Borrower
If you are creating a corporate borrower:
Enter information about the Borrower.
- Only the name is a required field.Click Next.
Add an address to the borrower.
- Adding an address is optional. However, it might be required when generating documents.Click Save
