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"A One Stop Shop for Private Lenders"
Edwin D. E. - ManagerApril 30, 2024
STARTING PRICE
$200
Replace the rest! With Baseline, get one streamlined solution for your real estate private lending business. Eliminate workflow chaos and get more of your job done in one place – from term sheet to maturity, we’ve got you covered. Our comprehensive software gives you what you need to manage your business (loan origination & servicing), your borrowers and your investors. Plus, our month to month plans are designed for flexibility.
Provider
Baseline Financial Technologies
Located In
United States
Deployment
Cloud, SaaS, Web-Based
Training
Live Online, Webinars, Documentation, Videos
Support
Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep)
For growing private lenders looking to even the playing field by accessing institutional caliber solutions at a fair and affordable price.
Content Source: Baseline
Green rating bars show the winning product based on the average rating and number of reviews.
Baseline Reviews
"A One Stop Shop for Private Lenders"
Overall: While my critiques of the Document Management and API integrations may seem harsh, it is only because so many other aspects of the software are Tier 1. The ease and simplicity of the users to navigate and accomplish what they need is impressive. Also there is the unique and profoundly helpful ability for capital investors to also have an account on the platform. This is an absolute game changer, especially for brokers who may sell their loans or even offer fractional participation in their loans.
Pros: I love the integration of a robust servicing software that has a solid origination side. They are working to build out their origination to make it more robust for their users. Their development is intentional and methodical. They do not release "updates" that have not been thoroughly tested. There is confidence that when a release or patch is launched, it will function correctly and as expected. Their dev team is extremely communicative, and if you put in the time to send them bug or functionality reports, they will be quick to address the problem. If you have suggestions, this company really does listen to its users and makes recommendations to the platform seriously.
Cons: There are two main issues that I currently have with Baseline, Document handling framework work as well as non-existence of API integration. The biggest issue for us right now is the very rudimentary handling of documents within the platform. All documents generated will always be in Word Doc file, there is no way to generate a document in a PDF. Being able to customize loan programs, users, and loan files with specific documents or have defaulted documents for users is clunky and lacks seamless integration across the differing segments of the platform. The API integration while not critical, is non-existent, and if you would like your LOS/ Servicing software to be able to integrate into a CRM or email campaign/ responder, no luck. You will have to have a dedicated staff member transferring user contact information over to your CRM manually.
"Baseline is worth the look if you want to save time and money while getting a superior product."
Overall: Baseline has been a refreshing experience for us. Instead of working with a company that would tell us what you see is what you get Baseline was willing to listen to our needs as a lender/servicer and come up custom solutions and numerous efficiencies that save out team precious time.
Pros: Their product is what we needed and not a bunch of add-ons that have no particular use to us. Baseline also had several efficiencies that saved us a ton of time and manual inputting.
Cons: We don't have any complaints as of yet. Baseline is still rolling out features so it may be earlier on the product development side but we are excited about this as they are more than willing to accept your input.
"Baseline is the gold standard in mortgage servicing software."
Pros: Processing payments in minutes instead of hours.
Cons: I have no negative feedback to currently review.
