Blooma has simplified the workflow for managing a deal. Now users can quickly see which tasks are still outstanding, and clicking on the task will take them directly where they need to go. As tasks are completed, users can see how “complete” the deal is.
Deal Document Upload
Users can now click “Open Bulk Upload” on the Deal Guide and know exactly which documents have been uploaded and which are still required for the deal. When these documents are uploaded, they will automatically be parsed and the data will be populated in the appropriate section of the deal.
Automatically Download Generated Documents
Now when a user generates a document, the document will be automatically downloaded in addition to being added to the generated documents folder on the deal
Improved AI
Improved OM address parsing
Faster AI parsing of data from OM
General - Bug Fixes
Fixed ability to save loan ID
Removed glitch when previewing OM in create new deal
In-Place P&L upload working again
Fixed bug where user could not pull comps for Brooklyn, NY
DCF graph automatically refreshed when making edits to proforma cash flow
Fixed Fee icon in edit deal
Fixed bug where a fee would not disappear after deleting it
Fixed bug where document preview would auto-close on collateral page
Prevent user from using circular reference unit of measure calculation on proforma cash flow
Fixed DCF calculation errors
Updated field names on DCF
Added navigation bar to contact page from a deal
Let user know that max file size for OM upload is 40mb
Fix bug where revenue type on proforma cash flow wasn’t updating when user changed
Made it clear when user needs to upload a unit mix (so that valuations can be calculated)
Allow user to upload .xlsm files from upload document button on documents page
