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Challenges
Is this your Monday morning?
Your inbox is filled 100+ funder offer emails
Manually copy + pasting offers from your email to your CRM
Your team is doing data entry instead of closing deals
Growth is limited by processing capacity, not deal flow
"Right now, half our team's job is to process these applications"
- High Volume Broker
Heron's Difference
From Email to CRM in seconds
How Brokers Handle Funder Decisions Today:
hours
Receive 5-10 decisions per submission
Manually open each funder email
Copy approval/decline data from the email
Paste the decision data into the CRM
Double-check for formatting or errors
Save changes
Notify your team that the decision is ready
Repeat 100+ times daily
2-3 minutes per decision = 2 FTEs just for data entry
How Heron Automates Funder Decisions Instantly:
30 sec
Funder decisions arrive
Approvals/decline status is recognized automatically
CRM updates instantly in real-time with offer details
Your team is ready to make a decision in seconds
Free your team from data entry - and focus on deals
ROI Calculator
Brokers are already saving—
Calculate your savings with Heron
Scenario
You’re a broker with an inbox full of funder emails.
Each one has to be opened, checked, and typed into your CRM — costing you time and money.
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With Heron
5x
more decisions handled
8.3 hrs
in annual time savings
$65k
In annual cost savings
