Manage investors, funds, and distributions in one connected system.
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Deploy fund capital with tiered classes, distribution tracking, statements and reporting.
Track your investor distributions and returns with perfect accuracy.
Syndicate or fractionalize loans seamlessly with clear, accurate distributions.
Track every investor, every dollar, and every interaction from one connected CRM that speaks to your loan origination and servicing system.
Baseline brings control and automation to the complexity of fund administration. Whether you manage your own fund or work with a fund administrator, Baseline gives you precision, transparency, and automation.
Baseline brings control, transparency, and automation to investor distributions. Whether it’s across individual loans or your funds, Baseline ensures every dollar is calculated correctly, allocated properly, and fully auditable.
Baseline brings control and automation to the complexity of fund administration. Whether you manage your own fund or work with a fund administrator, Baseline gives you precision, transparency, and automation.
Offer individual loans, pools, or fund investment opportunities to your network.
Give investors real-time visibility into their portfolios and distributions.
Automatically track taxable income and distributions across loans and funds. Generate clean, accurate 1099s—without year-end scrambles.
See every deposit, withdrawal, and balance in one place. Know exactly how much capital is available, at all times.
Every transaction. Clearly recorded. Built for audits, accounting, and peace of mind.
Track investors and relationships.
Investor access, in real time.
Manage your funds.
Clean, reliable reporting.
All your Investor tax documents.
Borrower and investor statements.
Accurate capital payouts.
Launch new investments.
“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.”
