Baseline

Review of Baseline Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Baseline

Baseline serves as a comprehensive solution for real estate private lenders. The platform streamlines the process of originating and servicing loans, offering online experiences for borrowers, and managing investors and brokers from a single, centralized system. The software is designed to cater to small and midsize private real estate lenders. Its intuitive interface simplifies daily lending operations. Lenders can generate term sheets, automate underwriting and document collection, process payments, and reconcile business outcomes. The borrower portal provides an online loan experience that instills trust and confidence. Baseline's key features include loan origination, servicing, and capital management tools. The software consolidates workflows, saving lenders both time and resources. Rather than using multiple disjointed tools, lenders can manage the entire lending lifecycle from one platform. Baseline also enhances deal flow and velocity by connecting stakeholders in a single system.

Baseline Screenshots

Baseline Features

Features of Baseline
Accounting
Amortization Schedule
Automatic Funds Distribution
Collateral Tracking
Compliance Management
Contact Management
Document Management
Loan Portfolio Management
Payment Collection
Reporting/Analytics

Baseline Integrations

Zapier logo
Zapier
Gmail logo
Gmail
Google Workspace logo
Google Workspace
Pipedrive logo
Pipedrive
Slack logo
Slack
Asana logo
Asana

Customer Reviews

See why people love Baseline

5 Star
94%
4 Star
6%
3 Star
0%
2 Star
0%
1 Star
0%
Edwin D. E.

Edwin D. E.

Verified User

Financial Services · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

A One Stop Shop for Private Lenders

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.

What they liked
  • 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
Room for improvement
  • 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
Switched From

I was a faithful client and user of LendWise for many years, close to 7. My frustration was the turn over of their dev team, failure to properly test product updates and releases for bugs or functionality, and primarily for the lack of priority they put known bugs in the system. When I left LW in the summer of 2023, there were still basic, foundational bugs with the operation of their platform that had not been addressed since 2016 when I had first raised the awareness. I appreciate the leadership team at LW, however the platform constantly had issues, and I was tired of waiting for a streamlined and modern LOS platform that promised all they stated it could do.

Debra H.

Verified User

Financial Services · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

Revolutionary Tool

Excellent. I had tried out another application in the private lending space, and gave it a good try, 8 months. It was not intuitive. Baseline is logical and robust. I've been using it since June, 2024. It's helped me me almost double my loan volume.

What they liked
  • The support
  • Technology is not always my friend, and the support staff at baseline respond almost immediately to questions
  • The training was designed and implemented perfectly
  • Baseline is also very customizable to meet your individual needs
Room for improvement
  • There were features missing at first, but the team created them upon request
Switched From

MA was not intuitive for us. It involved a lot of keystrokes to find a particular functions.

Tammy S.

Verified User

Financial Services · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

Robust platform with responsive team

Simple to use, robust functions, and visually straightforward with a responsive support team

What they liked
  • Baseline is a straightforward interface that is easy to learn
  • Our organization began implementation before I was hired but I was able to quickly move forward with implementation and historical data for a complete picture in the software
  • We like the portal interface for borrowers, comprehensive platform (account info, documents, etc) and the responsive customer service
  • We also appreciate the ability to customize document generation and platform settings without the need to work with the engineering team
Room for improvement
  • After using this for the last 10 months, we definitely found functionality that seemed to be necessary but missing, or functions that did not work properly as we began implementing them
  • This occurs much less frequently now than it did at the beginning
Why they chose it

"Easier interface and implementation support"

Kerby S.

Verified User

Banking · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

Baseline is THE REAL DEAL!

The product and the support is great. When you use something that works, you know it was put together by people that have been there and done that and that is Baseline. It was built by people that were in the business doing what we do day in and day out, so they know what we need and they built what we need.

What they liked
  • We love Baseline
  • The product is AWESOME and I don't know how we could run our business without it
  • We do a good volume and have a lot of applications
  • Baseline takes all the pain out of running a lending business
Room for improvement
  • There isn't much to not like
  • We were using old school spreadsheets and they have allowed us to leave those behind

Sage U.

Verified User

Real Estate · Self-Employed

Used daily for less than 2 years
Dec 22, 2025

Baseline Lending Review

Positive. The support team is good to work with and attentive, and the product itself is extremely useful. It becomes a "hub" of sorts for your lending platform.

What they liked
  • Baseline is simple, easy to use and easy to learn
  • It has the core features down pat and is a very helpful tool to manage my portfolio of loans + communicate with investors and borrowers
  • Overall great to use and helpful
Room for improvement
  • The ACH automated payment tool to pull in payments needs to be increased / a little smoother
  • This is not a Baseline "issue" rather it is with the third party payment processer, but nonetheless that is the only con I can think of it is a great software
Rachel U.

Rachel U.

Verified User

Professional Training & Coaching · 2-10 employees

Used daily for less than 6 months
Dec 22, 2025

Amazing Products and Staff

Love StatStak, which we would have switched years ago! We have spent thousands on fees and products memberships in the past.

What they liked
  • Amazing support staff
  • Easy to use, for staff and back office
  • So excited to be saving money and have a great product
Room for improvement

Have not found anything yet, we are only a few months in but really impressed so far with all the features

Switched From

price and ease of use, all in one system

Lukas S.

Verified User

Sports · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

180 Performance Center StatStak review

It has been a much more customer-friendly site to use than our old site with Mindbody! It’s easier to use on our end as well and makes our jobs simpler! The only downside again that we have struggled with is the reporting! It is easy to create events and copy lessons from one week to the next, saving us steps in the process!

What they liked
  • The simplicity and customization of the website is very user-friendly
  • It is easy to make changes and updates when you need to
  • The company is always making updates and changes to the functionality of the website as well which is cool to see and the team is awesome to work with
  • We also use it to house our travel ball team information which has been very easy to use
Room for improvement

The financial reporting has never really lined up with what our bank accounts say, which makes us nervous

Switched From

We thought that StatStak would be easier and more efficient to use and so far I believe we were right!

Paul W.

Verified User

Sports · 2-10 employees

Used daily for less than 2 years
Dec 22, 2025

Statstak is a GREAT platform

Customer support team is unlike anything else I've experienced with any platform I've ever worked with. The response time and knowledge of responses is incredible. That, and their continued improvements, make this a truly great platform.

What they liked
  • This is absolutely built for our business
  • Nearly everything that we need is all in one place, allowing us to remove other ways that our business has operated in the past, and remove other platforms we are paying for
  • They continually update to improve and add features
Room for improvement
  • As they grow and update, there can be occasional bugs that happen
  • In particular, have noticed delivery reliability of the messaging function missing people from time to time
  • We are talking about a small number in 1000's of messages we send
  • Recently, they have made strides to help with this, which is appreciated
  • This is the only thing keeping this from a 5 star product
Switched From

Total functionality from a team management perspective. Much more of a "one stop shop" for everything we need.

DJ D.

Verified User

Sports · 2-10 employees

Used daily for less than 12 months
Dec 22, 2025

Feedback for StatStak

It has been really good so far. I cant wait to see all the additions and upgrades they will make

What they liked
  • Notifications and the use of so many areas
  • Seems it has an easy user platform
Room for improvement

Want to get a POS system going for products that doesnt have such a steep processing cost

Switched From

Cost and ease of use. More flexibility for what we want to achieve

Dominic C.

Verified User

Sports · 11-50 employees

Used daily for less than 6 months
Dec 22, 2025

Incredible.

Constantly shocked about how much baseball facility specific functionality there is. Mentioned a “this would be nice” to a developer early on, and the feature appeared within a few months. Super easy to chat with support staff who are proactive in helping due to the win-win business model. Not like other software that is over complicated, not baseball specific, and no one is motivated to help since there is a subscription model.

What they liked
  • Customer service
  • Responds to customer feedback and feature requests lightning fast
  • Assistance from friendly and proactive staff for migration
  • 11/10
  • Wish we had this platform when we opened 11 years ago
  • We tried everything from EZ facility, to a combination of open source custom mess with Stripe, Stax, and other software that didn’t integrate
  • This has truly been wonderful and their business model incentivizes quality customer support and feedback
Room for improvement
  • Nuthin
  • I need to write more words but there’s nothing to say
Switched From

Too many systems. Over complicated. Open source was nice but can’t do it all. Stax could do all and more but was too expensive, and way too complicated. Poor customer support (or lack of all together)

Devon K.

Verified User

Financial Services · 2-10 employees

Used daily for less than 2 years
May 28, 2026

Best LOS and servicing software hands down

I am a LOYAL customer and Baseline plays a pivotal part in my business

What they liked
  • The software is intuitive and provides everything you need to fund a loan from origination to payoff… truly a 1 stop shop
  • Getting onboarded by their team is the difference maker, they are hands on with you every step of the way
Room for improvement

Their is nothing to dislike but I do look forward to them continuing to add features to the platform

Alex B.

Verified User

Financial Services · 2-10 employees

Used weekly for less than 6 months
May 28, 2026

Baseline is worth the look if you want to save time and money while getting a superior product.

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.

What they liked
  • 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
Room for improvement
  • 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
Switched From

Needed more customization and ability to create dynamic reporting

Why they chose it

"We had a better Interaction with the owners of Baseline which enabled us to get the development we needed on a timely manner and not outsourced to a third party."

Megan S.

Verified User

Financial Services · 2-10 employees

Used monthly for less than 12 months
May 28, 2026

Baseline is the gold standard in mortgage servicing software.

Verified reviewer

What they liked
  • Processing payments in minutes instead of hours
Room for improvement
  • I have no negative feedback to currently review

Lynn D.

Verified User

Sports · 2-10 employees

Used daily for less than 6 months
May 28, 2026

Stat Stak review

So far it has been great! They really strive to make sure you are happy with the set up!

What they liked

Staff is great and really work with clients to get their website set up and clients moved over into the new system

Room for improvement
  • I’ve only been with Stat Stack a short while but have be very loss far
Switched From

EZ is out dated and not cost effective for our facility

Jen M.

Verified User

Sports · 11-50 employees

Used daily for less than 2 years
May 28, 2026

The BEST facility software for growing businesses!

We've been with StatStak for almost two years and have grown along with the software. The team is always willing to listen to our suggestions and help us when we need assistance. The BEST customer service around. We interviewed five other software platforms before choosing StatStak and it was the best decision.

What they liked
  • It makes my facility so seamless and my instructors know where to be and when
Room for improvement
  • Can't wait for the app
  • That's the only thing we need
Why they chose it

"Ease of use, price points, easy to set up, amazing customer service."

Bella M.

Verified User

Sports · 2-10 employees

Used daily for less than 6 months
May 28, 2026

Highly Recommend for All Sports Complexes!

I have been very pleased with the weekly meetings with [sensitive content hidden] and the ability to get answers very quickly with the help portion on the site.

What they liked

I really like the smooth registration process for events on the customer end as well as the overall design look on our customized website

Room for improvement

I am hoping to see the stats and leaderboard section get built out further for our players to be able to use it as a recruiting source

Switched From

EZ Facility is very outdated and has poor customer support.

Rosario S.

Rosario S.

Verified User

Professional Training & Coaching · 2-10 employees

Used daily for less than 6 months
May 28, 2026

ONE STOP SHOP FOR BASEBALL

Love it, and looking forward to taking advantage of ALL their programs as we grow. Other sites and programs you need to use plugins typically, here you dont!

What they liked
  • It is a one stop shop for everything baseball website and management related
  • Customer service is the best
Room for improvement
  • NOTHING, love it all so far
  • The staff and admin are great
  • They help out when ever needed
  • Love everything

Jared G.

Verified User

Sports · 11-50 employees

Used daily for less than 12 months
May 28, 2026

Great product

I enjoy the layout of the website, the easy accessibility of contact information, and the smoothness of the software.

What they liked

I enjoy the smoothness of the software, the aesthetics of the website, and the way we can easily access contacts

Room for improvement
  • The website is buggy sometimes, tends to crash every so often
  • Not sure if this is my own computers fault, but seems to happen once a week or so

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Baseline

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