From budget creation to fund release, Baseline brings borrowers and lenders together in one transparent workflow.
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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.
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.
A single, standardized workflow keeps every project on track. Fewer errors, faster approvals, and a complete record of every draw.
Create and reuse multiple budget templates that fit the unique structure of your different lending products, from RTL to GUC.
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.
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.
Borrowers submit draw requests through the portal with photos, notes, and line items—each tied directly to the approved budget.
You review requests with full context, request changes if needed, and approve individual items with a clear audit trail.
Record the release and payment details, and Baseline automatically updates funded amounts and remaining budget.
“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.”
