Baseline is a loan management system for private lenders that orchestrates the people, data and workflows behind every loan, so lenders can run their business instead of chasing it.
Give borrowers a straightforward way to apply, upload documents, request draws, and make payments—all through your branded portal. They know what’s next, while your team spends less time chasing paperwork and answering status questions.
See Borrower Portal
Give investors one place to explore opportunities, commit capital, and follow their investments. Clear performance reporting, statements, and documents keep them informed, while your team spends less time preparing updates and more time building relationships.
See Investor Portal
Bring borrowers, budgets, and draw reviews into one connected workflow. Borrowers submit requests with photos and line items tied to the approved budget. Your team reviews, approves, and records releases in the same place—with a clear view of what’s been funded and what remains.
Explore draw management
“The other systems we evaluated felt like they were going to create more work for the team. We ultimately chose Baseline due to its user-friendly design, ease of use, and scalability.”
“At the end of the day, Baseline is not only fantastic for us, but fantastic for our borrowers. It’s improved our level of professionalism and shifted how we are situated in their mind.”
“There’s this disconnect in the industry where people think servicing is a monstrosity of an undertaking, and it’s not. You just need an efficient process. That attracted me to Baseline”
“The draw management feature specifically is a huge time saver. We’re no longer tracking down paper receipts and reconciling budgets manually - it’s all available online, within the loan details. Baseline is such a time saver and in our business, speed is money.”
“We did way more than we thought we would… there’s no way we could have done that many not having a platform like Baseline. We would have definitely had to hire more people.”
“We no longer have to manually cross-check everything. We can trust the system… That’s been a major relief.”
“Distributing payments to investors is close to one-click, and it goes right out to QuickBooks. Our CFO doesn’t have to reconcile a million different things anymore.”
“Baseline has really cut down on our time. Before, we did everything manually. Now we’re processing payments in minutes instead of hours, and all our reporting is in one place.”
SOC 2 Type II
Security tested over time.
CASA Tier 2
Assessed for application security.
Your onboarding specialist gets to know how you lend, helps configure Baseline around your business, and leads training tailored to your team—so you feel ready from day one.
