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Straightforward, flexible pricing

Choose a monthly plan based on your active loan volume, gain access to all features and complimentary white-glove implementation and onboarding. It’s that easy.

Baseline

Essential

$995/mo

Up to

50 active loans

Baseline

Growth

$1,995/mo

Up to

150 active loans

Every plan includes:
  • Loan Origination
  • Investor & Fund Management
  • Branded Borrower Portals
  • Branded Investor Portals
  • Loan Servicing
Baseline
Enterprise

Have more than 150 active loans? Let’s build a custom plan.

Every plan includes

Active loans

A clear, real-time view of every loan you manage.

  • Centralized list of all active loans
  • Current balances, statuses, and payment history
  • Full historical record retained for each loan
Loan origination

Everything you need to move loans from intake to close.

  • Loan intake and pipeline management
  • Configurable workflows and task tracking
  • Document requests, uploads, and e-signatures
  • Internal communication tied to each loan
Loan servicing

Accurate, end-to-end servicing for active loans.

  • Scheduled payment tracking and ACH collection
  • Interest, fees, and balance calculations
  • Loan modifications, extensions, and payoffs
  • Statement generation and record keeping
Active investor & fund management

Centralized tools to manage capital, investors, and funds.

  • Investor profiles and commitment tracking
  • Fund, whole-note, and fractional structures
  • Contribution, distribution, and balance records
  • Transaction history retained at loan and fund level
Borrower portals

A simple, guided experience for borrowers.

  • Secure borrower login and branded portal
  • Application completion and document uploads
  • Task visibility and status updates
  • Budget and draw request submissions
Investor portals

A modern, transparent experience for investors.

  • Secure investor login and account access
  • Portfolio balances and investment history
  • Statements, tax documents, and files
  • Ongoing access to past and current investments
Baseline
Enterprise

National lenders trust Baseline

Baseline is built to support complex needs and security requirements of large lending teams.

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Trusted by leading private lenders across America

Pricing FAQ

An active loan includes any loan currently in your origination or servicing pipeline, while loans that are paid off, sold, or archived are not counted toward active-loan pricing.