Once a Deal is created, you will be able to change the specifics of your Deal including: Funding, Rates, Fees, and more. There are two ways you can access the Deal Details:
Once you’ve opened the Deal Details module, you can click “Edit Deal Details” to be able to edit the information. Make sure to click “Save” when you’ve finished.
Syndicated Loans
Within the Deal Details section of a Deal, users have the ability to represent syndicated loans within Blooma. After opening Deal Details, selecting the box next to “Is this a syndicated loan?” will allow users to enter a figure for “Participated Loan Amount”. Note: When a Deal is originated and thus moved out of the pipeline stage “Participated Loan Amount” will be renamed “Participation Balance”.
Loan Packages
To add a specific Deal or Deals into a Loan Package, navigate to the Deal Details section of your Deal and select the appropriate Loan Package name. Click “Save” and your Deal will show in the Loan Package along with any other Deals you’ve added as well as a few Deal level metrics. You can create and view your Loan Packages in Blooma by opening the “Deals” dropdown menu on the home page and clicking “Loan Packages”. From here click “Create Loan Package” and enter your Loan Package name, ID, and commitment amount and click "Save".