Baseline

Learn how to automate workflows in Baseline using triggers and actions to streamline loan management, from task creation to notifications.

Automations

Settings

Easily customize footers, agreement terms, and toggle logos in Portal Settings to personalize your portal and maintain professional branding.

Portal Settings

The article provides a step-by-step process to add, remove, and edit members within Baseline.

Team: Managing Users in Baseline

Guide to creating roles and setting permissions for efficient team management and secure, streamlined task assignments.

Roles and Permissions

Setting Permissions for Roles

Configure default notifications for admins and borrowers. Customize content, use merge tags, and choose email or in-app delivery.

Notifications

Customize your application: add questions, define required fields, reorder pages, and map fields for a streamlined borrower experience.

Loan Application

Workspace

A quick reference on what is a lender of record and how to add and edit in Baseline

Lender of Record

Pipeline Configuration

Subscription and Billing

Loan Application - Conditional Logic

General Settings

Customize and setup Baseline with the help of these articles

Company Settings

Customize Loan Products

Information about sharing your loan products with brokers and other affiliated businesses

Can I share my products with brokers and other affiliated businesses?

Sizer is used on the Quotes section as the calculator using your own loan calculator that you can import into the Baseline

Sizer setup

Learn to create dynamic Calculated Fields in Baseline for automated formulas, seamless data integration, and accurate workflow customization.

Calculated Fields

How to add new Document Slots to your preset Products

Adding Custom Document Slots

This folder contains articles to help you customize and build your own loan products 

Loan Products

Status

Trust and Compliance

Find answers and get help from Intercom Support and Community Experts

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