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Bring order to draw management

From budget creation to fund release, Baseline brings borrowers and lenders together in one transparent workflow.

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A faster, clearer way to manage draws

For borrowers

Create and submit budgets directly in the portal or upload an Excel file. Manage every draw request in one place. No more scattered emails or missing files.

For lenders

Review, approve, or request changes right inside Baseline. Track budgets and draws in real time, with automatic notifications when it’s time to take action.

For both

A single, standardized workflow keeps every project on track. Fewer errors, faster approvals, and a complete record of every draw.

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Tailor your budgets for every product

Create and reuse multiple budget templates that fit the unique structure of your different lending products, from RTL to GUC.

  • Use standardized line items for efficiency
  • Collect the data you need to make informed decisions
  • Fast setup for new projects
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Your budget, locked and reliable

Once you approve a budget, it becomes the single source of truth for the project, ensuring no manipulation or version confusion. All future draw requests are directly tied to this approved budget.

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    Clarity in every draw request

    Borrowers submit draw requests directly through the portal with photos, notes, and comments. Each submission links to the approved budget, giving lenders instant visibility and full context to move quickly.

      A clear workflow for lenders

      Each draw follows a structured review process so your team can review, approve, and record fund releases in one place. No spreadsheets or scattered email threads.

      • Draw request submitted

        Borrowers submit draw requests through the portal with photos, notes, and line items—each tied directly to the approved budget.

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      Draw request submitted

      Borrowers submit draw requests through the portal with photos, notes, and line items—each tied directly to the approved budget.

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      Review and approve

      You review requests with full context, request changes if needed, and approve individual items with a clear audit trail.

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      Record fund release

      Record the release and payment details, and Baseline automatically updates funded amounts and remaining budget.

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      Keep everyone in the loop

      Both borrowers and lenders get real-time visibility as each draw moves from submission to release. Every update, alert, and action is tracked for complete transparency.

      Real-time updates for both sides

      Email and in-app alerts

      Full activity history for compliance

      Trusted by leading private lenders across America