Big Efficiency for Lean Teams

Everything you need to originate, service, and manage loans—without adding complexity or headcount.

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Baseline payments screen listing loans due for payment, with borrower names, amounts and a Process Payments button

Built for lenders who’ve outgrown spreadsheets

DSCR loan guidelines table in Baseline showing each product rule, how it was checked and whether it is met

Jump start every loan with product templates

  • Apply your product rules to each new loan
  • Get instant pricing and quotes
  • Set custom data, calculations, charges and documents
Loan documents tab in Baseline with property, borrower and guarantor files grouped in one place

Run your entire operation in one place

Track loans from intake to payoff with a clear pipeline, centralized records, and built-in task management.

  • Loan pipeline and status tracking
  • Documents, tasks, and communication tied to each loan
  • Full loan history retained automatically
Borrower portal application step asking for property information and a signed purchase contract

Give borrowers a clear, simple experience

Replace email chains and PDFs with a guided borrower portal.

  • Online applications and document uploads
  • Secure e-signatures and task visibility
  • Fewer follow-ups, faster closings
Process Payments dialog in Baseline splitting each loan payment between ACH and trust funds, with totals

Service loans without spreadsheets

Handle payments and servicing accurately, even with a small team.

  • ACH payments and payment tracking
  • Statements, payoffs, and loan changes
  • Always-up-to-date balances

Frequently Asked Questions

Yes. We offer a robust, fully documented API that allows you to integrate Baseline with your existing systems, automate workflows, and access key data programmatically.

Big Efficiency for Lean Teams | Baseline