Deal stages and statuses allow users to quickly review and sort through their deal pipeline. Default loan stages and statuses will be populated within your Blooma profile at initial site implementation.
During site implementation, Blooma will assist with establishing the deal statuses your team would like to use. New and existing deals will be classified by these stages and statuses in your site.
Users with "admin" credentials are able to add or edit the loan stages and statuses within the admin portal at any time. To edit stages and statuses, navigate to the admin page by selecting "Admin" on the top of the home page. Once you have entered the Admin page, select the "Dynamic Statuses" window.
Within this window, you will be able to add, edit, or delete deal stages and statuses.
Once an edit has been made, it will be reflected as an available option for use for all new deals and deals in your pipeline moving forward.