Baseline

In this video, we walk through how to create a charge, and how to record a payment against that charge

Setting up and recording a payment against a charge

In this video, we'll show you how to invite your borrowers to the Baseline platform

Inviting Borrowers to Baseline

In this video, we'll show you how to record a payment from a prepaid interest trust

Recording a payment from a Prepaid Interest Trust

In this video, we'll show you how to fund trust accounts when initially funding your loan

Funding Trust Accounts when Funding a Loan

In this video, we'll show you how to change the account owner on a loan

Changing the Account Owner on a Loan

In this article, we'll show you how to add team members to Baseline and Assign User Roles

Adding Team Members to Baseline and Assigning User Roles

In this video, we'll show you how to fund a loan in Baseline

Funding a Loan in Baseline

In this video, we'll show you how to configure loan products, which you can use for different loan types, in Baseline

Configuring Products & Loan Types in Baseline

In this video, we'll show you how to add a loan and loan details to the baseline system

Adding Loan Details to the Baseline System

In this video, we'll show you how to navigate the various different sections of Baseline

Navigating the different sections of Baseline

In this video, we'll show you how to use and navigate the borrower portal. This video can be shared with your borrowers!

Using the Borrower Portal

In this video, I'll show you how to edit and delete submitted expenses in the borrower portal that your lender has rejected

How to edit expenses that your lender has rejected

In this extended video, we'll show you how to navigate Baseline, what each section does, and how to originate loans as a lender

Onboarding Session 1: Using Baseline & Originating Loans

In this video, we'll show you how to modify a loan in servicing.

Modifying Loans in Servicing

In this video, we show you how to submit a loan application through the borrower portal.

Submitting an Application for a Loan Through the Borrower Portal

In this video, we walk through how to upload documents on the borrower portal.

Submitting Documents in Baseline through the Borrower Portal

In these videos, we explain how to download, complete, and upload a rehab budget to Baseline.

Downloading, Completing, and Uploading a Rehab Budget

In this video, we explain how to submit a draw request in the Baseline borrower portal.

Submitting Draw Requests in Baseline

In this video, we demonstrate how to invite investors from the lender portal. We also demonstrate how investors create an account, log in, view important information about their investments.

Logging In, Navigating the Homepage, and Viewing Loan Information on the Investor Portal

In this video, we demonstrate the information available to investors in the investor portal when a loan is funded.

Viewing Investment Information in the Investor Portal

Video walkthroughs of some of Baseline's most common functionality

Video Guides

Status

Trust and Compliance

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