Blooma allows users to share a Digital One Pager/OM for any deal they are working on in the system. Once you are ready to publish your Digital One Pager/OM, navigate to the Deal Summary, and select the "Publish Deal" (globe) icon in the right sidebar.
Once selected, a sidebar will open displaying three options:
- Open in a new tab - this will open the Digital One Pager/OM in a new web browser tab, and will allow users to preview the report before sharing it.
- Copy URL - this will copy the hyperlink to clipboard for sharing purposes.
- Email - this will automatically open a new email window from your computer's default email client with the deal link in the body of the email.
Once you have published the deal and shared a link to the Digital One Pager/OM, you will always be able to see the most up-to-date data on the deal. Anytime a change is made to the deal (ex. new comps, rates, loan amount, fees, etc) you need to select the "Publish Deal" (globe) icon on the Deal Summary. This will automatically update the data within the Digital One Pager/OM, and you do not need to create or send a new link for your recipients to have the most up to date data.