Heron’s Broker Product: Turn Funder Offer Emails Into Instant CRM Updates

Are You Drowning in 1,000+ Funder Decision Emails/Week?

If you're a high-volume broker, this scenario probably sounds familiar: It's Monday morning, and your inbox is flooded with hundreds of funder decision emails. Your team is scrambling to manually process approvals, declines, and pending decisions while trying to get back to clients who are eagerly waiting for updates.

You're not alone. After speaking with countless brokers across the industry, we discovered a painful reality: teams are drowning in hundreds of funder decision emails per week, and it's creating a massive bottleneck in their operations.

The Hidden Cost of Manual Processing

The numbers are staggering. High-volume brokers are burning $5,000 to $10,000+ per month on offshore teams just to keep up with the constant stream of funder decisions flooding their inboxes. But even with these additional resources, brokers are still struggling with:

• Missed opportunities: Critical approvals getting buried in overflowing inboxes
• Delayed client communication: Unable to provide real-time updates to anxious business owners
• Scaling limitations: Growth requires proportionally more processors, not better margins
• Team burnout: Skilled brokers spending half their time on data entry instead of closing deals

One broker we spoke with put it perfectly: "Right now, half my job is to process these applications.”

Introducing Heron's 'Automate Funder Decisions'

We built our solution specifically for high-volume brokers who refuse to let manual processing limit their growth. Heron's 'Automate Funder Decisions' instantly transforms funder decision emails into organized CRM updates, regardless of the email format, funder, or CRM system you're using.

How It Works

1. Email Ingestion: Our system monitors your dedicated decision inbox 24/7
2. Smart Processing: AI extracts key decision data from any email format—structured templates, PDFs, or unstructured text
3. CRM Integration: Decisions are automatically logged and categorized in your CRM within minutes
4. Ready for Decisions: The decision is updated instantly, so your team is ready to make a decision as soon as they receive it.

Real Results from Real Brokers

Early customers are already seeing transformational results:

✅ 60-80% reduction in processing costs

Brokers are already saving — curious to see how much you can save. Check our our Heron savings calculator here.

✅ Zero missed approvals

No more deals lost because approvals sat unnoticed in busy inboxes

✅ Scalable growth

Handle increased volume without having to grow your processing team

Your Team Should Close Deals, Not Process Data

Here's the bottom line: getting decisions back faster shouldn't slow your team down. Your experienced brokers should be focused on what they do best—evaluating deals, optimizing funder relationships, and closing more business.

With Heron handling the tedious email processing, your team can:

• Respond to clients with confidence and speed
• Take on more volume without operational stress
• Focus energy on revenue-generating activities
• Scale efficiently without linear cost increases