Video Guides
Video walkthroughs of some of Baseline's most common functionality
20 articles
- Setting up and recording a payment against a charge
- Inviting Borrowers to Baseline
- Recording a payment from a Prepaid Interest Trust
- Funding Trust Accounts when Funding a Loan
- Changing the Account Owner on a Loan
- Adding Team Members to Baseline and Assigning User Roles
- Funding a Loan in Baseline
- Configuring Products & Loan Types in Baseline
- Adding Loan Details to the Baseline System
- Navigating the different sections of Baseline
- Using the Borrower Portal
- How to edit expenses that your lender has rejected
- Onboarding Session 1: Using Baseline & Originating Loans
- Modifying Loans in Servicing
- Submitting an Application for a Loan Through the Borrower Portal
- Submitting Documents in Baseline through the Borrower Portal
- Downloading, Completing, and Uploading a Rehab Budget
- Submitting Draw Requests in Baseline
- Logging In, Navigating the Homepage, and Viewing Loan Information on the Investor Portal
- Viewing Investment Information in the Investor Portal