Perhaps the most important tool for a Blooma user is the “Create Deal” button. In the Blooma system, we call credit and investment opportunities Deals. Creating a new Deal in Blooma is easy. There are two available options to create a new Deal in the system: "Intelligent Deal Creation" and "Manual Deal Creation". To create a new Deal utilizing either of these methods, in your pipeline navigate to the homepage and select the "Create New Deal" icon on the top right of the page.
Note: Intelligent Deal Creation requires at least one relevant document from the asset, the more you upload the more robust your Deal will be.