This guide provides step-by-step instructions for lenders to add investors to the Baseline system.
To add an investor, follow these steps:
Navigate to the “Investors” section.
Click the “Add Investor” in the top right-hand corner.
Select between “Personal” or “Corporate” borrower and click next.
Personal Investor
If you are creating a personal investor:
Enter information about the Investor.
- 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
👉 Individual investors can log in to the Investor portal and link to multiple corporations.
💡 For more info on how to invite investors, go to Inviting Investors
Corporate Investor
If you are creating a corporate investor:
Enter information about the Investor.
- Only the name is a required field.Click Next.
Add an address to the investor.
- Adding an address is optional. However, it might be required when generating documents.Click Save
