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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: February 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.

Key benefits of using Baseline

- Eliminate point solutions for loan application processing, term sheet & quote generation, product comparisons and servicing
- Service your business, broker, borrower and investors all in one place
- Service a broad range of loan products including rehabs, construction, fractionalized, commercial & rentals
- Flexible month to month pricing plans & complimentary onboarding

Starting price

995flat rate /
per month

Alternatives

with better value for money

Baseline reviews

Overall rating

4.9

/5

9

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.56/10
Rating distribution

5

4

3

2

1

8

1

0

0

0

Baseline's key features

Most critical features, based on insights from Baseline users:

Loan portfolio management
Contact management
Borrower management
Accounting
Electronic payments
Document management

All Baseline features

Features rating:

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

Baseline alternatives

Baseline logo

Starting from

995

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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Starting from

Empty state illustration for "No pricing info"

No pricing info

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Lendsqr logo
learn more

Starting from

Empty state illustration for "No pricing info"

No pricing info

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

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, Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does Baseline support?

Baseline supports the following languages:
English


Q. Does Baseline support mobile devices?

Baseline supports the following devices:
Android, iPad, iPhone


Q. Does Baseline offer an API?

Yes, Baseline has an API available for use.


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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