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

How to record a funding transaction to release a draw.

Recording Draw Release Transactions in a Non-Dutch Loan

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

How to customize the domain name of your Baseline portals

Custom Domain Setup

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

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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