You can access all the necessary information related to a loan on its details page.
Yo do so:
On the Pipeline page, click the desired loan card.
The loan details page displays.
The page shows the following loan details at the top.
Application name
Refers to the name of the loan application, and it can be modified at any time.ID
This unique identifier is assigned to each loan application within Baseline's system. It is automatically generated when a new application is created, and a new number can be typed into this field.Primary Borrower
This field specifies the main applicant of the loan.Closing Date
The expected or scheduled origination date.Product
This refers to the type of loan product, and Loan products can be fully customized in Baseline.Admin
It is the Loan officer assigned to the loan application. This person will receive all notifications regarding this loan application.Use of Funds
This field is for providing information on the purpose of the loan.
The loan detail page consists of the following tabs:
General:
This tab contains the overall summary and key details of the loan, such as the loan amount, status, and important dates.Documents:
This tab allows users to access, upload, and manage all loan-related documents, including loan documents, forms, and legal agreements.Borrower:
This section contains detailed information about the borrower, guarantor, and their details.Charges:
This tab lists all the loan fees and charges, including origination fees, service charges, and any other applicable costs.Collateral:
This tab details the collateral securing the loan, including their value, status, and Insurance.Scope of Work:
This tab is used primarily for construction or project-based loans. It details the specific work to be done and related costs.Amortization Schedule:
This section provides a detailed schedule of payments for the loan, showing the breakdown over the loan term.Funding:
This tab contains details about the loan investors, including the total amount funded, disbursement dates, and funding sources.Payments:
This section tracks the loan's repayment, recording each payment, trust transactions, and any late fees or penalties.Contacts:
This tab contains a list of all the contacts associated with the loan, including Title agents, legal representatives, and other relevant parties.Change Log:
This section logs all the changes made to the loan details, providing a historical record of edits, updates, and modifications.Notifications:
This tab allows users to manage and view all loan-related alerts and notifications, such as payment reminders and status updates.Settings:
This section allows users to configure various loan-related settings, such as interest calculation methods, default values, and Late fees.