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Infrastructure built for national private lenders

A system of record for high-volume lending and complex capital operations.

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Review payments queue with payment details
Loan pipeline board with deals by stage

Operational clarity at every stage

Baseline is where your workflows, communications, and data come together in real-time.

  • Real-time pipeline visibility
  • Configurable workflows and task automation
  • Centralized communication and documentation
Task to resolve an insurance coverage lapse

Built for collaboration at scale

Clear ownership and shared context keep teams aligned and work moving

  • Built-in email and comments for efficient teamwork
  • Tasks keep your team aligned from start to finish
Process Payments table splitting ACH and trust payments

Service loans as a system of record

Maintain accuracy across thousands of transactions.

  • Automated payment collection and allocation
  • Loan changes with full audit trail
  • Historical data retained across the lifecycle
Fund net income flowing into payouts, DRIP, returned capital and expenses

Powerful capital operations

Support institutional capital and complex structures.

  • Funds, fractional, and whole-note investments
  • Automated, error-free distributions
  • Investor portals with real-time reporting
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Reporting built for oversight and compliance

Access the data you need, when you need it.

  • Transaction-level history
  • Exportable reports
  • Automated statements and tax documents

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.

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American Association of Private LendersSOC 2 Type IICASA Tier 2

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