How a Mid-Market Bank Scaled CRE Lending and Increased Deal Volume by 67%

Industry

Mid-Market Banks – Income Property Lending Division

Challenge

Lengthy pre-flight processes hindered deal volume and slowed client responses in a competitive market.

Results

Reduced pre-flight workflows from days to hours, increasing deal volume by 16% and total loan value by 67.5%.

Key Product

Origination Intelligence

16%

increase in deal volume

67.5%

increase in total loan value

Automating pre-flight workflows allowed the team to evaluate more deals, achieving a 67.5% increase in total loan value and responding to client needs in hours instead of days.

About the Client

A mid-sized financial institution with a dedicated CRE lending division focused on income property lending. They serve clients across multifamily, mixed-use, retail, and industrial properties, aiming to deliver fast and competitive term sheets while managing growing deal volumes.

The Challenge

A mid-sized financial institution with a growing CRE lending division struggled with lengthy pre-flight workflows that delayed client quotes. The team relied on manual processes to gather market comps, evaluate borrowers, and prepare term sheets, often requiring up to 13 hours per deal. These inefficiencies hindered their ability to scale and respond competitively to client demands.

The Solution

Using Blooma’s Origination Intelligence, the team automated pre-screening workflows, comp selection, and borrower evaluations. Key features such as real-time deal scoring, automated comp comparisons, and seamless data exports enabled them to complete critical tasks in hours rather than days. These capabilities supported their need to scale operations and improve client responsiveness.

What Can YOU Do with Blooma?

• Deliver Faster, Smarter Loan Decisions

Speed up pre-flight workflows with real-time analytics and configurable deal scoring.

• Stay Ahead of Market Changes

Access accurate, normalized market data to support deal evaluations and comp analysis.

• Scale Your Operations Without Adding Complexity

Streamline deal pre-screening to process more transactions with the same resources.

The Results

Blooma delivered measurable improvements in efficiency (reducing pre-flight time) and scalability (handling higher deal volumes). By streamlining workflows, the team achieved faster turnaround times and gained a competitive edge in their lending process.