How It Works

Blooma integrates seamlessly with your existing workflows and connects with a wide range of data providers and document types. By ingesting everything from borrower-provided documentation, market comps, risk data, and sales comps, our platform streamlines the process to eliminate manual work, providing accurate and timely insights – for a single deal or your entire commercial real estate portfolio.

Our hybrid approach combines cutting-edge AI with expert underwriting analysts to extract and validate data, ensuring unmatched accuracy. Blooma’s Supervised Intelligent Document Processing (SIDP) technology supports multiple file formats—Excel, PDF, and even scanned documents—making data entry effortless and efficient.

  • Document Parsing: Excel, PDFs, scanned files, tax returns—cleaned and standardized automatically.
  • Seamless Workflows: Data feeds directly into your existing models, LOS, or credit workflows.
  • Continous Updates: Stay current with real-time portfolio insights and market signals.
  • Walk scores, transit scores, foot traffic, household formations, and more.
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The Blooma Workflow

Connect. Automate. Streamline.

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Flexible Data Integrations

Your data strategy should adapt to you, not the other way around. At Blooma, we believe in creating a platform that works for you. Our integrations are built to partner with the data providers you currently rely on, from market insights to property data, and everything in between, unifying them into one platform. Below are just a few of the categories we support:

  • Borrower Documents: Rent rolls, P&Ls, property cash flow statements, personal financial statements, 
tax returns, schedule of real estate, and more.
  • Risk Assessment: Crime, environmental, and location-based risk metrics like FEMA flood zones or fire risks.
  • Property & Market Data: Property ownership, sales and rent comps, zoning, amenities, title, tax information, affordability, submarket data, including strengths and weaknesses, vacancies, and cap rate.
  • Demographic Insights: Walk scores, transit access, household formations, income bands, foot traffic, and population growth trends. Helping you understand not just the property, but the people and communities around it.

Data Entry, Simplified

Users can upload any of the following document types to the platform. The system will automatically process and parse relevant information to your deal.

At Deal Creation
  • Offer Memorandum/Broker Package/Executive summary Or any document which includes the factual loan information (loan amount, loan term, unit mix, property financials, etc.)
  • Rent Roll
  • Property Cash Flow (P&L) Statement
Post Deal Creation
  • Rent Roll
  • Property Cash Flow (P&L) Statement
  • Personal Financial Statement (PFS)
  • Schedule of REal Estate (SRE)
  • Tax Returns Personal (1040), K1 Company Tax Returns (1120, 1120-S, etc.)
SEE IT IN ACTION

Check out some of our existing partners and integrations:

Don’t see your data provider listed here? Reach out to learn more.

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A Data Strategy That Accelerates CRE Lending

What sets Blooma apart is how it combines the art and science of underwriting. By connecting your data sources and applying advanced AI technology, our platform empowers you to:

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Reduce time spent on manual data entry by up to 20x.
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Ensure 100% data accuracy, thanks to our human-in-the-loop review process.
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Gain real-time insights with continuous updates and reporting on market trends.
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Seamlessly integrate with your workflow, making adoption fast and hassle-free.

Why Leading CRE Lenders Choose Blooma

Unlike legacy tools that create more work, Blooma seamlessly integrates into your existing workflow, helping you standardize data, accelerate deal flow, and make faster, informed decisions on the right deals, all while keeping your team in charge.

Take the Next Step

The future of CRE lending isn’t about more tools. It’s about better connections. See how Blooma connects your existing systems, standardizes unstructured data, and turns manual workflows into intelligent, connected insights.

Whether you're buried in unstructured PDFs, spreadsheets, or juggling disconnected tools, we'll show you how to bring it all together. Ready to see how connected data can transform your lending strategy?

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