Guides & Tips

Access practical resources to sharpen your skills.

The Guide & Tips Library is your resource center for understanding how Blooma fits into modern CRE lending. From product guides and plan comparisons (Pro vs. Enterprise) to eBooks, infographics, and practical how-to documents, this section is built to support CRE lenders who are researching, comparing solutions, or simply looking to learn more. Use these resources to answer key questions, explore best practices, and see how AI-powered insights can transform underwriting and portfolio management, while keeping your team in control. 

PRODUCT GUIDES

Expert resources to maximize your CRE lending efficiency.

Explore our in-depth product guides designed to help you leverage Blooma’s cutting-edge solutions for smarter decision-making and better results.

ORIGINATION INTELLIGENCE

Streamline Deal Sizing and Screening

Discover how Origination Intelligence automates deal evaluation, reduces manual effort, and helps you close deals faster.

  • Automate data collection and analysis to save hours on every deal.
  • Instantly evaluate deal viability with AI-powered insights.
  • Focus on decision-making, not manual data entry.
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PORTFOLIO INTELLIGENCE

Proactive Portfolio Monitoring Made Easy

Learn how Portfolio Intelligence enables continuous loan monitoring, risk mitigation, and regulatory compliance—all in real time.

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PRO & ENTERPRISE

Solutions Tailored for Teams of Any Size

Compare Blooma Pro and Enterprise to find the perfect fit for your team, whether you’re a small group or a large institution.

EXPLORE PLANS
The Intelligence Hub Library

Browse Our Guides & Tips Designed to Help CRE Lenders.

This library brings together the best of our thinking—strategic guides, data-driven eBooks, infographics, and videos that answer the questions we hear most from lenders. Whether you're evaluating new technology, comparing workflows, or digging deeper into Blooma, these resources are here to help you continue your research. 

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Portfolio Intelligence eBook

A Guide to Modern CRE Portfolio Management. Understand new techniques for CRE portfolio management.

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The CRE Lender's Guide To Sustainable Innovation

Explore why most CRE innovation fails, and how to make it stick. Learn the keys to sustainable innovation and the tools reshaping the industry.

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CRE Intelligence: Product & Feature Overview

Explore how Blooma’s Origination and Portfolio Intelligence streamline deal evaluation, automate monitoring, and deliver real-time insights. See how lenders are using Blooma to modernize underwriting and portfolio management with AI-driven insights

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Why Data & Automation Are Reshaping CRE Lending

Learn how data and automation reduce risk and accelerate loan approvals. This eBook explains why manual processes are hindering lenders and how adopting a modern approach to CRE can help.

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Understanding Enterprise Technology Implementation for CRE Lenders

This white paper breaks down the architectural choices: cloud vs. on-prem, SaaS vs. custom, and single-tenant vs. multi-tenant—that shape enterprise technology success. Learn why traditional implementations fail and how Blooma’s faster, modular approach helps CRE lenders achieve ROI in weeks, not years.

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A Strategic Guide to Adopting AI in CRE Lending

AI adoption in CRE lending isn't about flipping a switch. It's about building trust step by step. This eBook addresses common fears, offers strategies for transparency , and shares real-world case studies that show how lenders can adopt AI with confidence.

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CRE Intelligence Brochure - The Blooma Advantage

Insights into our CRE Intelligence to understand the benefits of how to CRE differently for your underwriting and portfolio management processes.

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Origination Intelligence - One Pager

The CRE Loan production process needs to change. Understand how Blooma's Origination Intelligence works.

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The Future of CRE Lending, Simplified

Step into the future of commercial lending. This video unveils Blooma's mission for a streamlined, smarter workflow that reimagines how CRE lenders operate.

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Close Deals Faster. Monitor Smarter.

See how Blooma helps lenders close deals faster and monitor portfolio in real time. This video showcases how efficiency drives revenue, without sacrificing control or confidence.

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Choosing The Right Credit Risk Model for CRE Lending Infographic

From traditional to AI-only, learn why a Hybrid, human-in-the-loop approach gives 100% accuracy.

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A Better Way To Do CRE Lending Infographic

It's 2025. There's a better way to do CRE lending. Learn how, with Blooma.

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