Collect payments, manage changes, and distribute funds with clarity and ease.
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Collect ACH payments or let borrowers pay online, knowing every payment and distribution is perfectly recorded and tracked.
Ensure your assets are protected with detailed tracking and monitoring of critical data including tax and insurance documents.
See what’s happening across your business with real-time reports and analytics.
Payments can be tailored for every loan, then automatically calculated and queued for ACH collection—keeping everything accurate and on time.
Whatever your loan structure, Baseline is equipped to help you configure and manage your loans from funding through to payoff.
Plan loan modifications, track what’s current, and maintain a complete record of every change — all without losing sight of a single detail.
Reports including 1098/1099 are automatically prepared with accurate loan data, ready for distribution to borrowers and investors.
For every loan and contact. Review past activity, balances, and terms at any point in time—without digging through files.
Select the data points you need and export tailored reports instantly, with the flexibility to fit your workflow.
Every balance, fee, and interest charge is calculated for you—so you can close loans quickly and without errors.
See deposits, disbursements, and balances clearly, and keep every loan account accurate.
Keep your borrowers and investors informed without the hassle.
Track contributions, reallocate capital, manage distributions, and support both fractional and whole-note investors—all in one place without the hassle of spreadsheets.
“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.”
