Baseline

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

Status

Trust and Compliance

Find answers and get help from Intercom Support and Community Experts

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