Baseline Software

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Baseline Software

All-in-one software platform built for real estate private lenders

09/29/2026

Build loan document templates directly in Baseline.

The Document Template Builder gives admins a full editor for merge fields, repeating borrower or collateral details, conditional text, calculations, and fillable fields.

See the Document Template Builder in action: https://tinyurl.com/3rjm2yjf

09/24/2026

Baseline + Xactus is live.

Credit and flood verification, built right into your origination workflow.

Available now for all Baseline customers.

Learn more here: https://tinyurl.com/4me2fzyn

09/09/2026

Baseline has partnered with Elementix, the leading private lending data platform.

Find real estate investors who are actively borrowing, reach them with verified contact info, and surface red flags like hidden debt or past foreclosures — in a few clicks.

New Baseline customers get 3 months of Elementix on us, for a limited time.

Book a demo and claim it now.

👉 https://bit.ly/4xbVDEw

09/01/2026

Last week at Fortra in Newport Beach, we spent less time pitching and more time listening.

We asked lenders what’s working, what isn’t, and where the real friction still lives in their day-to-day.

Those conversations don’t end at the booth. They shape what we build.

Thanks to everyone who stopped by, shared what’s actually going on behind the scenes, and left their mark on the board - one magnet at a time.

08/31/2026

Meet Global Search, a faster way to find what you need and get where you’re going.

Pull up any loan, document, contact, quote, or product in seconds, all from one shortcut.

And just like every other feature in Baseline, Global Search respects your team’s permissions, so everyone sees only what they’re cleared to access.

See Global Search in action: https://tinyurl.com/5n8cwryd

08/25/2026

Give your borrowers a modern digital experience without replacing your entire tech stack.

Baseline’s standalone borrower portal layers directly onto your existing LOS so you don’t have to start from scratch.

What your borrowers get:
• Real-time application tracking
• Seamless doc uploads & e-signatures
• Fast construction budget submissions

Transform your borrower experience today with Baseline.

08/21/2026

We're bringing Baseline to Newport Beach.

Fortra Newport Beach runs August 25 and 26 at VEA Newport Beach, and our team will be there both days.

Come see the all-in-one platform built for private lenders, and meet the people behind it.

08/17/2026

Your accountant asks in January: how much principal was outstanding as of year-end?

Simple question, except most systems only know what today looks like.

With Baseline, you can run custom reports for any data point in your portfolio, as of any point in time. It’s like a time machine for your portfolio.

Book a demo: https://tinyurl.com/mrx9n935

08/13/2026

What used to take weeks now takes days with Baseline.

That's what changed for Mid Atlantic Secured Income Fund. As the fund scaled, servicing lived in spreadsheets, borrowers mailed checks, and investors waited on documents by hand.

Now origination, servicing, and investor management run in one place, and underwriting dropped from two weeks to one.

See how they did it: https://bit.ly/45mqnrd

08/11/2026

Property details today mean three browser tabs and a lot of retyping: county assessor, Zillow, flood map, entered into the loan file by hand, loan by loan.

Property Details Auto-Fill does it in one step.

Enter an address, and Baseline pulls 100+ data points per parcel straight into the loan file, sourced from public records instead of a browser tab.

Your underwriter reviews the file instead of building it first.

Book a demo: https://tinyurl.com/3e6b5dc8

Address

169 Madison Avenue
New York, NY
10016

Website

http://www.baselinesoftware.com/, https://www.prnewswire.com/news-releases/baseline-announces-integration-with-fci-trust

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