--- description: Learn more about Baseline price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Baseline Price, Reviews & Features - Capterra South Africa 2026 --- Breadcrumb: [Home](/) > [Loan Servicing Software](/directory/30088/loan-servicing/software) > [Baseline](/software/1049444/baseline) # Baseline Canonical: https://www.capterra.co.za/software/1049444/baseline Page: 1 / 2\ Next: [Next page](https://www.capterra.co.za/software/1049444/baseline?page=2) > Eliminate workflow chaos and get more of your job done in one place – from term sheet to maturity, we’ve got you covered. > > Verdict: Rated **4.9/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Baseline? For private lenders of all sizes, from the nation's largest lenders to independent operators, who want to lead with a technology-first experience for their borrowers, team and investors. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 10 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Baseline Financial Technologies ## Commercial Context - **Starting Price**: US$995,00 - **Pricing model**: Flat Rate - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Accounting - Amortization Schedule - Audit Trail - Automated Decisioning/Underwriting - Automatic Funds Distribution - Borrower Management - Cash Flow Management - Client Database - Client Portal - Collateral Tracking - Compliance Management - Contact Management - Customer Management - Dashboard - Data Import/Export - Document Management - Escrow Management - Investor Management - Lead Management - Loan Portfolio Management - Online Applications - PCI Compliance - Payment Collection - Pipeline Management - Pre-Qualification - Reporting/Analytics - Third-Party Integrations - Workflow Management ## Integrations (8 total) - Asana - Gmail - Google Workspace - HubSpot CRM - Pipedrive - Slack - Zapier - Zillow 3D Home ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Loan Servicing Software](https://www.capterra.co.za/directory/30088/loan-servicing/software) ## Related Categories - [Loan Servicing Software](https://www.capterra.co.za/directory/30088/loan-servicing/software) - [Mortgage Software](https://www.capterra.co.za/directory/30038/mortgage-and-loans/software) - [Commercial Loan Software](https://www.capterra.co.za/directory/30537/commercial-loan/software) - [Loan Origination Software](https://www.capterra.co.za/directory/20011/loan-origination/software) ## Alternatives 1. [Mortgage Automator](https://www.capterra.co.za/software/191761/mortgage-automator) — 4.9/5 (112 reviews) 2. [LendingWise](https://www.capterra.co.za/software/166706/lendingwise) — 4.6/5 (72 reviews) 3. [nCino’s Mortgage Suite](https://www.capterra.co.za/software/169464/the-nexus) — 4.8/5 (126 reviews) 4. [The Mortgage Office](https://www.capterra.co.za/software/9277/the-mortgage-office) — 4.8/5 (285 reviews) 5. [BNTouch Mortgage CRM](https://www.capterra.co.za/software/37032/bntouch) — 4.5/5 (95 reviews) ## Reviews ### "The Ultimate All-in-One Platform for Private Lenders—Backed by World-Class Support" — 4.0/5 > **Jim** | *29 January 2026* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: The most impressive part of Baseline is how it centralizes the entire lending lifecycle. Moving from a fragmented system of spreadsheets and disconnected tools to a single "source of truth" for origination and servicing has been a game-changer for efficiency. The automated document collection and AI-powered summaries significantly cut down on manual review time. Furthermore, the white-labeled borrower and investor portals create a "big bank" professional feel. > > **Cons**: While the platform is incredibly powerful, there is a learning curve when you first dive into the deeper customization options for term sheets and loan products. However, any initial friction we experienced was quickly smoothed out by their onboarding team. I would love to see even more third-party integrations in the future, but the current Zapier and HubSpot connectivity already covers most of our essential needs. > > Our experience with Baseline was exceptional, specifically due to the human element behind the software. Most platforms give you a login and leave you to it, but the support here is top-tier. \[sensitive content hidden\] were instrumental in our early momentum. Their support is not only fast and responsive but incredibly creative; they don’t just answer "how-to" questions—they actually help brainstorm better ways to structure our workflows within the system. It feels like they are an extension of our own team rather than just a tech vendor. ----- ### "Revolutionary Tool" — 5.0/5 > **Debra** | *11 February 2025* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: There were features missing at first, but the team created them upon request. > > 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. ----- ### "Robust platform with responsive team" — 5.0/5 > **Tammy** | *25 March 2025* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: 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. > > **Cons**: 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. > > Simple to use, robust functions, and visually straightforward with a responsive support team ----- ### "Finally an LOS build for Business Purpose Lenders" — 5.0/5 > **Todd** | *25 February 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Baseline LOS has completely transformed the way we originate and process loans. The platform is intuitive, fast, and clearly built by people who understand how lenders actually operate. The loan management workflow is seamless from application through closing, and it keeps our team aligned at every stage. Customer support has been outstanding. The team is responsive, knowledgeable, and genuinely invested in helping us optimize our processes. > > **Cons**: If I had to point out a downside, it would be that there is so much capability within the system that it takes time to fully leverage all of its features. > > Our experience with Baseline has been overwhelmingly positive. It has streamlined our origination and processing operations and improved team collaboration. ----- ### "A One Stop Shop for Private Lenders" — 5.0/5 > **Edwin D.** | *30 April 2024* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.co.za/software/1049444/baseline?page=2) ## Links - [View on Capterra](https://www.capterra.co.za/software/1049444/baseline) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data