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Baseline Logo

Origination and Servicing Software for Private Lenders.

Table of Contents

Baseline - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Baseline overview

What is Baseline?

Baseline is a loan servicing and origination software that helps users streamline the inefficiencies associated with private lending. From quote generation and pipeline management to payment processing automation, accounting and reconciliation, analytics, and reporting, Baseline helps eliminate workflow chaos.

Starting price

995flat rate /
per month

Alternatives

with better value for money

Baseline reviews

Overall rating

4.9

/5

10

Positive reviews

90

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.90/10
Rating distribution

5

4

3

2

1

9

1

0

0

0

Who uses Baseline?

Based on 10 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services
Real Estate
Banking

Use cases

Loan Servicing
Loan Origination
Mortgage
Commercial Loan

Baseline's key features

Most critical features, based on insights from Baseline users:

Accounting
Document management
Loan portfolio management
Compliance management
Contact management
Payment collection
Reporting/Analytics

All Baseline features

Features rating:

Accounting
Accounting integration
ACH payment processing
Activity dashboard
Activity tracking
Alerts/Notifications
Amortization schedule
API
Approval process control
Audit trail
Automated decisioning/underwriting
Automatic funds distribution
Borrower management
Business loans
Cash flow management
Client database
Client management
Client portal
Collateral tracking
Commercial Mortgages
Communication management
Compliance management
Configurable workflow
Construction loans
Contact management
Credit check
Credit reporting
CRM
Customer database
Customer management
Customer statements
Customizable branding
Customizable reports
Customizable templates
Dashboard
Data import/export
Data security
Digital signature
Document management
Document storage
Document templates
Electronic Applications
Electronic payments
Electronic signature
Escrow management
Financial analysis
Financial management
For Borrowers
For brokers
HUD Settlement Statements
Investor management
Lead management
Loan management
Loan origination
Loan portfolio management
Loan processing
Loan servicing
Marketing automation
Mobile access
Mortgages
Multi-Branch
Multi-Channel communication
Multi-Company
Multi-Currency
Online applications
Outsource Processing
Payment collection
Payment reminders
Payment tracking
PCI compliance
Pipeline management
Pre-Qualification
Pricing management
Promissory Notes
Real-Time reporting
Refinance Management
Reminders
Reporting/Analytics
Reporting & statistics
Residential Mortgages
Risk assessment
Risk management
Role-Based permissions
Rules-Based workflow
Scheduling
Search/Filter
Secure data storage
Self service portal
Status tracking
Task management
Task scheduling
Template management
Third-Party integrations
Transaction history
Visual Presentation
Workflow management

Baseline alternatives

Baseline logo

Starting from

995

Per month

Free trial
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Features
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LendingWise  logo
visit website

Starting from

149

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Baseline pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essential

995

Per month

Growth

1,995

Per month

User opinions about Baseline price and value

Value for money rating:

Baseline integrations (7)

Baseline support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Phone Support
24/7 (Live rep)
Knowledge Base
Chat

Training options

Live Online
Webinars
Documentation
Videos
In Person

Baseline FAQs

Q. Who are the typical users of Baseline?

Baseline has the following typical customers:
Freelancers, Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. Does Baseline support mobile devices?

Baseline supports the following devices:
Android, iPhone, iPad


Q. What level of support does Baseline offer?

Baseline offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Knowledge Base, Chat

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