You can add multiple Collateral properties to any deal from the Deal’s homepage. Select the “+ Add New Collateral” option on the right side of the page below the valuations summary.
This will bring up the "Add Collateral" window. After adding the Collateral Name, Address, and Borrower Valuation, users can toggle the component type or add multiple components for mixed-use properties. When all relevant information has been added, click save or cancel on the bottom right of the window:
After adding a new Collateral, users will see the new information on a tab next to the original Collateral and be able to switch between them.
To edit or delete a Collateral, click the pencil icon to the right of the address to open the “Edit Collateral” window. The “Delete Collateral” button is on the top right corner of the window.
Adding a Collateral Without an Address
Navigate to the Deal page and click “Add New Collateral”, from there click “Select on Map” and you can select the exact location of your new collateral without an address.
Link to Existing Collateral
With the ability to share collateral across Deals users can avoid the need to submit duplicate collateral and component-level documents for parsing, and ensure that the same collateral data flows to multiple Deals. Once you have created a Deal, you can link an already existing collateral. The collateral will then share any and all changes made, including document uploads and component level data edits. To link an already existing collateral to a Deal, navigate to the Deal page and click “Add New Collateral” and then “Link to Existing Collateral”. From here you can search through all collaterals that already exist in Blooma, and select one to link to your currently opened Deal.