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Feb 09, 2024 - Release Notes

Updated over a year ago

Main Releases

Customizable Loan Application

You can customize a loan application from your settings section.

  • Add Questions

  • Customize any question

  • Define required fields

  • Customize options

    Add the options you need and change the language.

  • Set Default Options

  • Enable and Disable Fields

  • Map questions to any field in your products

  • Reorder Pages

Payment Notes

Add a private note to any payment

✅ Payments collected through Baseline now show the description of response codes

Borrowers Portal

Edit their corporate and personal info

Borrowers now have the ability to edit their account information directly from the Borrower portal

Manage Members of their Corporation

Borrowers can add more members to the corporation.


They can also select the role that members have in the Corporation play.

  • Managers - Can start loan applications, add more people and modify corporate information.

  • Viewers - View Applications, View Loans and View Corporate info.

Other Changes

  • New Term Sheet Design for quotes

  • Investor Funding Notification

    When an investor clicks the invest now, you will receive a notification

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