Baseline

Add Borrowers

Invite Borrowers and Investors to Baseline

How to Generate Documents

Change Your Company Logo

Add trust accounts and customize their name to track balances within the system

Add and Edit Trust Accounts

This guide outlines how to create custom templates and generate documents in Baseline.

Creating Custom Document Templates

A simple guide on how to customize your Budget worksheet templates while avoiding common pitfalls.

Modify Your Budget Worksheet Template

Reverse or Delete Funding

In this guide, we will walk you through adding investors to Baseline whether it is a personal or corporate investor.

Add Investors

Manually Add a New Loan in Origination

This guide aims to help you locate the links for borrowers and Investors to create new accounts and public loan application on your website.

Linking Baseline Portals to Your Website

Creating An Offering

Configuring Investment Offerings

Advance Payments to Investors

Comprehensive guide on how to record payments and managing funds in escrow for both Dutch and Non-Dutch loans in Baseline

Recording Payments and Managing Escrow in Baseline

In this guide, we'll walk you through the process of adding your logo into the preset templates in Baseline.

Adding Your Logo to Pre-Approval, Commitment, and Payoff Letters

How to customize quote term sheets to send to your borrowers

Editing Quote Term Sheet

In this article, we outline the various document statuses available, how they should be used and how they impact a borrower's acccess

Document Status Definitions

Create a Broker Role

Sign Tags allow you to preset e-signature fields in document templates

Using Sign Tags (E-Signatures)

Pulling Credit Reports

How to use IF statements to conditionally include items in your generated documents

IF Statements in Baseline Documents (Beta)

Follow step-by-step guides on specific workflows

How-To Guides

Status

Trust and Compliance

Find answers and get help from Intercom Support and Community Experts

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