When you upload a document through the Document Upload Center, you can expect your data to be updated within three hours, but often quicker than that! We’ll send you a notification when your data has been entered and your Deal has been updated. Blooma is capable of parsing historical P&L’s and Rent Rolls, as well as creating multiple scenarios based on cash flow documents that you upload, so send us what you’ve got!
From the Deal page you can upload Collateral P&L, and Rent Roll data. From the Contacts page (or from the Deal page if you have contacts already associated with the Deal), you can upload Tax Return, Personal Financial Statement, and Schedule of Real Estate documents. All Deal documents uploaded through the document upload center are connected to and contained within a specific collateral within a Deal.
General Guidelines
File Types
When you upload P&L information, Blooma will parse that into a cash flow table and give you a valuation based on the data provided. You can check out your new P&L based valuation in the Property Income Valuation section on the Deal page.
Click on each Valuation to see your P&L data line by line. Edit, customize, and compare multiple valuations from this screen. For more information see our help article on Property Income Valuations.