How a Private Debt Fund Streamlined Underwriting and Scaled Operations

Industry

Private Debt Funds – Structured CRE Financing

Challenge

Manual underwriting processes created bottlenecks, slowed decision-making, and limited the lender’s ability to scale operations.

Results

Streamlined workflows, reducing underwriting turnaround times by 40% and enabling scalable, high-quality deal assessments.

Key Product

Origination Intelligence, Blooma Pro

Streamlined underwriting reduced turnaround times by 40%, enabling the lender to scale operations while maintaining their personalized client approach.

About the Client

A private debt fund specializing in bespoke CRE financing solutions, including bridge loans and ground-up construction. Their operations are rooted in tailoring financial products for developers and investors across various asset classes, with a commitment to maintaining high-touch client relationships.

The Challenge

This private debt fund, known for bespoke CRE financing solutions, faced operational bottlenecks due to manual underwriting workflows. Inconsistent borrower evaluations and fragmented cash flow analysis slowed their ability to assess deals efficiently and accurately, limiting their capacity to meet growing client demand.

The Solution

Blooma’s platform transformed the lender’s underwriting process by integrating key tools such as borrower risk assessment dashboards, standardized financial templates, and real-time cash flow analysis. These features enabled the team to consolidate data, reduce inconsistencies, and focus on strategic decision-making.

What Can YOU Do with Blooma?

• Strengthen Borrower Risk Assessments

Analyze borrower and guarantor financials with automated tools that deliver consistent, actionable insights.

• Save Time on Data Entry and Analysis

Reduce manual data input and improve the speed of underwriting decisions with intelligent workflows.

• Deliver Faster, Smarter Loan Decisions

Quickly assess loan feasibility with real-time cash flow analysis and scoring.

The Results

The lender achieved improvements in accuracy (consistent borrower evaluations) and efficiency (faster deal assessments). These enhancements allowed them to scale operations while continuing to deliver high-touch, personalized client service.