Geoffrey Eng

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Activity overview

Latest activity by Geoffrey Eng
  • Geoffrey Eng created an article,

    Publish Deal - Digital One-Pager

    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 selec...

  • Geoffrey Eng created an article,

    Blooma Score Template

    When a new organization wants to set up their default Blooma Scoring Profile, or an existing organization wants to add a new scoring profile, they can use the template below as a baseline to share ...

  • Geoffrey Eng created an article,

    Deal Guide

    New Deal Guide Blooma has simplified the workflow for managing a deal. Users can quickly see which tasks are still outstanding, and clicking on the task will take them directly to the open task. Th...

  • Geoffrey Eng created an article,

    Manual Comparable Creation

    Users can add their own custom sale and rent comparables for deals in the system.   If a user has a sales or rent comparable they want to include in their analysis but is not available in Blooma, t...

  • Geoffrey Eng created an article,

    Creating a Custom Excel Report Template

    Any user with "Admin" credentials can create and upload a custom excel report template within your Blooma system.  To learn more about how export a custom report once it has been created, please re...

  • Geoffrey Eng created an article,

    Exporting Custom Excel Report Templates

    Blooma allows users to create and export custom excel reports within their silo'd site.   To learn how to create and upload custom excel report templates, please refer to our "Creating Custom Excel...

  • Geoffrey Eng created an article,

    Release Notes - October 16, 2020

    Streamlined pipeline/portfolio Blooma has streamlined the design and layout of the pipeline to provide a more focused view of your deals. The Pipeline now shows users their new deal pipeline, the...

  • Geoffrey Eng created an article,

    Release Notes July 20, 2020

    New Features: Updated pipeline/portfolio review functionality Blooma has updated the design and layout of the pipeline to provide additional visualizations and management of new and existing deal...

  • Geoffrey Eng created an article,

    Changing User Passwords

    Changing user passwords is easy on Blooma.  Based on your credentials, changing the password can be done two different ways.  Please see each method below: User Credentials: System users who have ...

  • Geoffrey Eng created an article,

    Release Notes June 19, 2020

    New Features: System Design Update Blooma has updated the design and layout of the site to provide a more intuitive user experience. All site navigation menus can now be found at the top of the s...