Still stuck in this loop?
Half the team does data entry, not deals
3-5 minutes per portal, 50+ times a day
100+ funder offers buried in your inbox
Can't scale without adding headcount
“Sometimes there are 800 emails in my inbox”
From Submission to Closed Deal
Submission Arrives
Scrub Bank Statements
Revenue, positions, NSFs, fraud flags—extracted in seconds.
Smart Lender Matching
Matches deals to lenders based on your specific criteria and SOP.
Auto-Fill Funder Portals
Whether it requires API, email, or portal submissions.
Process Funder Offers
Reads emails, extracts details and syncs approvals/declines straight to your CRM in seconds
Deal Funded
50+ hours/week
Brokers without Heron vs. Brokers with Heron
Without Heron
47 deals in queue
9:30 AM
Team manually copy-pastes key data from bank statements and application to CRM.
10:30 AM
Team manually checks broker and funder criteria to determine where to send out each deal.
11:00 AM
Team manually submits each deal through funder portals, APIs, and emails.
Waiting for funder responses
12:00 PM
Funder offers start coming in. 50+ emails pile up. Team manually updates approvals and declines in the CRM.
5:00 PM
Still entering data. Missed a few approvals.
With Heron
47 deals in queue
9:05 AM
Deals are instantly scrubbed — revenue, positions, and key data points are extracted.
9:10 AM
Each deal is matched to a lender based on your criteria.
9:15 AM
Deals are sent based on each funder’s preferred submission method (portal, API, or email).
Waiting for funder responses
10:15 AM
Funder offers start coming in, and approvals and declines are instantly updated in the CRM.
5:00 PM
12 deals closed. No spreadsheets touched.
"Rather than uploading decisions all day, my team can now focus on making sure the right applications get to the right lenders — and that we're getting approvals back faster for our customers"
Ready to join brokers already seeing real results?
Focus on what really matters — we do the dirty work so you don’t have to
Heron automates manual processes for a fraction of the cost of a manual data entry team
Never miss another offer in your inbox
30-min SLAs every time
