Baseline Software

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Baseline Software

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

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

08/03/2026

Loans move through multiple hands. When ownership gets unclear, tasks get missed—and borrowers feel the delay.

Baseline sends every team member a personalized list each morning: what’s overdue, what’s due today, and which loans need their attention.

No standups, spreadsheets or chasing updates.

Book a demo: https://tinyurl.com/mw8cycdj

07/29/2026

“They weren't just showing us features. They were figuring out what we actually needed.”

Cove Lending started with no lending background and no software built for the job. A year later they'd tripled loan volume with a lean, mostly part-time team.

The new case study covers what changed.

Full story at the link: https://tinyurl.com/yfkv5rju

07/27/2026

With Baseline, you decide what earns a spot on the dashboard.

Build a shared view around the metrics that matter most to your business, so the numbers your team needs are the first ones they see. And when priorities change, your dashboard changes with them.

See what a dashboard built around your team actually looks like: https://tinyurl.com/bddp4cnw

07/22/2026

Turn every loan maturity into a refinance opportunity.

Use Baseline's Email Automations to automatically trigger a DSCR refinance offer before a borrower's Fix & Flip loan matures. Capture the deal without lifting a finger.

It's one of the many ways Baseline helps you drive more revenue.

Try it here: https://tinyurl.com/4cwjfddu

07/20/2026

The same team closes every deal, so let Baseline remember them.

Save your group as a Team Preset. Set it once, then apply the whole team to a loan in one click.

No reassigning the same people over and over.

Try it here: https://bit.ly/4vuzfFO

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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