Baseline

This article contains all the merge fields that may be used for generating documents within the system.

List of Merge Fields

A clear and concise list of the supported elements and their syntax that can be used to create document checklists.

Checklist Syntaxis

Simple Math with Merge Fields

Can I create multiple loan applications in Baseline?

Can I create more than one Loan Application form in Baseline?

What payment statuses mean and when statuses change after you collect payments from borrowers

What do the payment statuses mean when I'm collecting payments via ACH?

A description of each of the loan statistics displayed under General > Statistics

How are loan statistics calculated?

Fees associated with collecting ACH payments via baseline

What fees are there for ACH payments processed via Baseline?

FAQ: Why Do We Limit Percentages to 3 Decimals?

This article explains the different between the 'sent' and 'release after' dates when recording a funding or 'to borrower' payment type

What's the difference between 'Sent' and 'Release After' in a funding box?

This article explains the different between the 'received' and 'release after' dates when recording a payment

What's the difference between the Received and Release After boxes in a payment window?

Electronic Signature Disclosure

Understanding Default Calculation and Status Update in Baseline

Setting a custom favicon, branding colours, or custom URL on a Baseline site

Can I add custom branding to my site?

These are the supported formulas for Custom Formula fields in Baseline.

Supported Formulas and Argument Structures

How to set up a user as both borrower and investor in Baseline

Can a borrower and investor use the same email address?

Footer and Terms Samples

Opening Links in a new Tab

Payment Calculations

These are articles contain general reference 

Reference

Status

Trust and Compliance

Find answers and get help from Intercom Support and Community Experts

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