Baseline

Collecting loan payments from your borrowers using pre-authorized debit

Collecting Payments via Pre-Authorized Debit / ACH

How to configure different investment classes with different interest rate and seniority structures

Creating Investment Classes

This articles describes the different payment types available on a loan and the situations in which you would use them

What are the different payment types you can record on a loan?

Generate a quote directly from your pipeline

Generating a Quote

How do I delete a loan?

Borrower, Investor and Vendors Custom Data Fields

If you're switching bank accounts or need to reroute where you receive your payments, follow these steps

How can I change the bank account my ACH payments get paid into?

for Entities, People, and Loan, Funding, and Payments

Bulk Import Templates

Our report feature gives you a powerful way to track and understand your loan portfolio with just a few clicks.

Reports

Baseline provides a robust custom report functionality that allows our users to create, manage, and export customised reports.

Custom Reports

Documents

Intuitively manage how you record and identify your loans with customized loan IDs

Sequential Loan ID

Generate Loan Documents using Lightning Docs

Document Generation with Lightning Docs

Multiple Payment Accounts

Track all activities within a loan through your change log

Change Log

User Manual - Lender

Detailed guide on the task management functionality in Baseline, including creating, assigning, and tracking tasks.

Task Management

Task Attributes

Learn how to efficiently create, edit, and manage task templates within your Baseline.

Task Templates

Tasks

Learn how to automate workflows in Baseline using triggers and actions to streamline loan management, from task creation to notifications.

Automations

Settings

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

Customize Loan Products

Information about sharing your loan products with brokers and other affiliated businesses

Can I share my products with brokers and other affiliated businesses?

Sizer is used on the Quotes section as the calculator using your own loan calculator that you can import into the Baseline

Sizer setup

Learn to create dynamic Calculated Fields in Baseline for automated formulas, seamless data integration, and accurate workflow customization.

Calculated Fields

How to add new Document Slots to your preset Products

Adding Custom Document Slots

This folder contains articles to help you customize and build your own loan products 

Loan Products

Borrowers

Contacts

This page provides information on how to add a loan. It covers the necessary steps and requirements for adding it to Baseline.

Adding a Loan

Loan Pipeline

How to move loans between different statuses in your pipeline

Moving Loans through Pipeline

Viewing Loan Details

Exporting Loans

A collection of Guides around the functionality of the Pipeline

Pipeline

Payouts

Processing Payouts

How are payout transactions created?

Funds management in Baseline

Funds

Using and modifying the general tab within a Loan

General Tab

Comments

Marking a loan as sold in Baseline is easy and efficient. This guide provides clear steps to help you complete this task successfully.

Sold Loans

Adding collateral details to your loan and populating loan valuation and statistics

Adding Collateral details to a loan

Explaining the actions that can be taken within loans

Performing actions within loans

How to customize the fields within an individual loan

Customizing an individual loan

How to manage charges related to your loan in Baseline

Adding Charges to a loan

Modifying Charges

Loan Insurance

Loan Notifications

Modifying Funding

Request and track flood zones and comprehensive reports for properties associated with a loan.

Flood Report

Everything the  functionality around loans in the Pipeline and inside Servicing (Loans)

Inside the Loans

Viewing Documents List

Creating a Document Placeholder

Generating Documents

Document Details

How to use the functionality of documents in Baseline

Using Documents in Baseline

Side Apps in Document Page

Uploading a Document

Downloading a Document

How to request a document from your borrower

Requesting a Document

Deleting a Document

Digital Signatures

Documents Inside Loans and Contacts

Status

Trust and Compliance

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.