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Nick

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  • Edit Property Details

    Users are able to change the details of the subject property. To do so, navigate to the collateral section by scrolling down the Deal Summary. Click on the pencil icon next to the collateral addres...

  • Contact Valuation and Analysis

    Uploading Borrower/Guarantor Documents To upload documents for any contact, navigate to the "Deal Contacts" page, and select the Contact you would like to upload documents for. Once the Contact pag...

  • Property Income Valuations

    The Property Income Valuation section is where you’ll find Blooma’s market valuation, any valuations created from uploaded P&L documentation, as well as any custom valuations you have created for y...

  • Adding a Component to Deal Collateral

    To represent mixed use properties, you can add one or more Components to a Deal Collateral. There are two ways to add, edit, or delete Components.   Deal Page Below the Property Details and Google ...

  • The Deal Page

    Here, 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...

  • Document Management

    Users can manage files, documents, and folders related to a Deal using the Deal Documents Manager on the right-hand toolbar:   Once selected, the following "Deal Documents" window will be displa...

  • What to Expect

    When you upload a document through the Document Upload Center, you can expect your data to be updated within two hours, but often quicker than that! We’ll send you a notification when your data has...

  • Navigating the System

    Pipeline When you first login, you will be taken to the Blooma Pipeline, as seen in the screenshot below. From your Blooma Pipeline you have the ability to navigate the system to create deals, anal...

  • Glossary

    Derived Value Description Notes/Comments DSCR The calculation for annual debt service for all P&I (Amortization)-structured loans is =PMT(interest rate/12,amortization term,-gross loa...

  • Creating a Deal

    Perhaps the most important tool for a Blooma user is the “Create Deal” button. In the Blooma system, we call credit and investment opportunities Deals. Creating a new Deal in Blooma is easy. There ...