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Nick Rice

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  • Loan Pricing Options

  • The Deal Page

    Next, we’ll learn how to navigate the Deal page. Once you create a Deal, you will be directed to the Deal page. The article below demonstrates Deal page features and functionality to help you get t...

  • Default Configurations

    Default Configurations Organizations have the ability to define a set of default configurations for all new Deals created within the system. Most of the configurations are editable on a per-deal ba...

  • Credit Analyst

    Creating a Deal with Documentation Welcome to Blooma, This is your Blooma pipeline. If you’re not already familiar with the layout and features here you can always go check out our help articles o...

  • Can you please provide a list of references and/or case studies?

    We would be happy to provide a list of current customers as well as facilitate introductions to our referral sources. You can contact us through our website here. 

  • Admin Capabilities

    Dynamic Statuses 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 initia...

  • Adjusting Cash Flow Spreads

    Borrower and guarantor cash flow is based on personal or business tax returns. Upon uploading tax returns (and corresponding K1s) for each of the borrowers and guarantors, Blooma will parse and add...

  • Adjusting Values on the Schedule of Real Estate

    Upon uploading the Schedule of Real Estate, Blooma will parse and upload all relevant data from the document into the system.   After uploading a schedule of real estate, users can edit the data di...

  • Adding Contacts to a Deal

    Users can underwrite any individual or entity related to a new Deal. To do this, users must first add all borrowers/guarantors/sponsors as a "Contact" within the system.  Blooma leverages unified c...

  • Creating Manual Comparables

    To add sales and rent comps navigate to the Comparables section and click “View Comparables”. From there, select the three dots on the right side of the comparables pop-up and click “Add Comparable...