Support Multiple Custom Deal Sub-Statuses
Now users can attach multiple custom sub-statuses to a Deal. You can edit a Deal’s sub-status in the “Edit Collateral” modal, or in the Deal widget’s section on the right hand side of the Deal page shown below. Users with admin credentials can create and alter sub-statuses for Deals in the Pipeline, Portfolio, and Paid Off stages respectively. Note: Sub-statuses 2 and 3 will remain connected with the Deal throughout it’s transference from Pipeline to Portfolio, as well as from Portfolio to Paid Off, while Sub-status 1 will be removed upon origination.
Create Loan Packages
You can create a package of loans 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. To add a specific Deal or Deals into your 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.
Share Collateral Across Deals
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 now link an already existing collateral to a Deal. The collateral will then share any and all edits made including document uploads and component level data. 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 in your site and link it to your Deal.
Foot Traffic Data Dashboard From Placer.AI
View new insights for the zip code your asset is located in. Check out the learn more section of your Deal to view recent trends in foot traffic at some of the most highly visited locations within your Deal’s zip code.
Minor Bug Fixes
- Excluded comparables now numbering correctly and in order
- Correct message now displaying upon updating Contact’s Personal Financial Statement
- Alternative Valuation ID’s correctly downloading to templates
- Purchase Price name and amount are no longer being overridden with deal changes in Sources and Uses table
- Ability to create hotel Deals using Intelligent Deal Creation fixed
- Loan Package ID added to Deal Filter functionality
- "Could not load deal stress test" error no longer appears when a stress test update triggers
- MSA name added to property details section
- Higher decimal precision allowed for combining valuations (up to 10 decimal places)
- New rate types added (1 M AVG SOFR, 2 YR TREAS)
- Empty spaces automatically trimmed when auto-standardizing line items in the cash flow section