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Software designed for regional private lenders

Standardize workflows, improve visibility, and scale your operation without slowing down.

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Baseline dashboard showing total capital, recent loans and tasks
Loan product guidelines with underwriting rules

Standardize origination across teams

Bring consistency to how loans move from intake to close.

  • Product templates and structured workflows
  • Task-driven processes across roles
  • Centralized documents and approvals
Borrower adding a drywall line item to a draw request on a phone

Streamline borrower and draw workflows

Keep projects moving with fewer bottlenecks.

  • Borrower portals for applications and documents
  • Budget creation and draw requests
  • Real-time status visibility for borrowers and staff
Process Payments table splitting ACH and trust payments

Service loans with confidence at scale

Manage payments, changes, and reporting across a growing portfolio.

  • Automated payment schedules
  • Loan modifications with full history
  • Exportable reports and portfolio views
Investor position transfer between investors

Manage investors and capital in one system

Support funds, whole notes, and distributions without manual work.

  • Investor records and commitments
  • Automated distributions
  • Investor statements and reporting

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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