Baseline centralizes your entire origination workflow, helping your team move faster and with more confidence from lead to close.
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Stay organized and in control from intake to close. Know where every loan stands — and what needs to happen next.
Automations, templates, and task-driven flows help your team move deals forward with accuracy and confidence.
Built-in communication and visibility keeps your entire operation aligned and accountable.
Prepare all your loan documents in seconds with document templates that automatically pull in accurate data from your loans.
Request specific documents from borrowers with just a few clicks. Borrowers are notified and you get a live view as they complete your requests.
Sign and send documents for signature without needing to leave Baseline. Get notified when all parties have signed a document.
Baseline organizes your documents within your loans and across your contacts, making them easy to access wherever you are. Versioning makes it easy to update documents without losing sight of the past.
With Baseline, your branded portal guides borrowers through tasks like uploading documents, signing forms, and submitting scopes of work — so you get what you need without the back-and-forth.
Set automations to request documents, assign tasks, and notify the right people — so your team can focus on what matters.
Assign clear tasks at every stage so your team knows exactly what to do, when to do it, and who’s on point.
Collaborate directly on the loan file with internal comments — no more lost emails or out-of-context chats.
Your AI assistant lives right inside the platform—ready to answer questions, surface insights, and handle the details so you can focus on deals. It knows every loan, every borrower, and every payment history. All you need to do is ask.
Speed up every step with real-time access to third-party services — without ever leaving the platform.
“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.”
