You can create new Deals in the system by manually completing data fields in the New Deal Creation popup. This will likely occur if you’ve received a brief email or phone call with the request and address specifics, but have not received a full Offering Memorandum or Executive Summary. First select the “Create New Deal” icon on the top right of the Deal pipeline. The following popup will open, fill in the four required data fields and select continue.
Note: For Deals without an address, see our help article on Creating a Deal Without an Address
Once you click continue you are able to add loan amount, term, and unit mix. Please note that these fields are not required to create the Deal. Additionally, Blooma will attempt to automatically populate the unit mix if data is available. Once you click “Create” you will be taken directly to the new Deal Page where it will take up to 5 mins to complete pulling all appropriate data into the Deal.