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Big Efficiency for Lean Teams

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

Baseline solution preview

Built for lenders who’ve outgrown spreadsheets

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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
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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
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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
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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.