Once the “Create New Deal” modal has been opened, select the “Intelligent Deal Creation” icon on the top left of the popup. For Intelligent Deal Creation (IDC) you then must input:
-
Deal Name
-
Deal Address (or select location on map)
-
Asset Type
-
Loan Type
For Deals created with IDC, you must also upload one of the following documents:
-
Offering Memorandum/Executive Summary
-
Rent Roll
-
Profit & Loss Statements
Once you upload your Deal documents, Blooma’s Intelligent AI will parse the relevant data from the uploaded documents and create the Deal on your behalf. The AI can take up to 2 hours to process the documents, but will parse all the appropriate data from the uploaded files and ensure the data populated in Bloom is 100% accurate. This Deal will not be available to you or visible on the Deal Pipeline until the Intelligent AI has completed its work. Once the Deal has been created in your system, you will receive an email notification letting you know your Deal has been added to your Deal Pipeline and is ready for review.
Note: At Deal creation, you can only upload one of each document type. If you wish to upload multiple documents of the same type you may do so (one at a time) from the Document Upload Center after your Deal has been created. Blooma will then parse and upload the relevant information to your Deal. See our article on Uploading Documents.