{{brian-mullins}}
Vox Funding is a fintech company offering alternative funding to small businesses, primarily through Merchant Cash Advances. With over 7 years in the space, Vox Funding prides itself on being a tech-forward organization enabling fast, competitive capital access for SMBs.
Before Heron, the intake process was a major operational bottleneck. Applications were manually keyed into the CRM by a combination of offshore vendors and internal staff — a time-consuming, error-prone process that delayed underwriting and risked Vox Funding losing deals in a competitive market.
Heron replaced this manual layer with a fully automated intake solution. By integrating directly into Vox Funding’s internal infrastructure, Heron helped streamline operations, accelerate decisioning, and enable sustainable growth without increasing team size.
Outcomes
1. 85% + Reduction in intake time
Heron automated the extraction and structuring of application data from email and API submissions, reducing intake time by over 85% on the average submission and significantly more at peak times.
“It used to take 10–15 minutes per app depending on the time of day. Now, it’s under 2 — fully scrubbed and ready to underwrite.”
2. 32 FTE roles cut or repurposed in under a month
Within two weeks of launching Heron, Vox Funding fully eliminated its offshore intake team and repurpose seven of its ten internal manual data processing staff to pre-underwriting roles — all while handling higher application volumes than ever. Heron’s automation enabled Vox Funding to scale seamlessly without adding headcount, giving the team a durable advantage in a fast-moving, competitive market.
“We’re getting 800 to 1,000 apps a day. You just can’t hire your way through that. Heron handles it automatically.”
3. Seamless Integration, Anywhere Intake Happens
Heron’s flexible integration fit directly into Vox Funding’s tech stack, enabling fast, disruption-free deployment. Whether applications came in by email or portal upload, Heron captured and processed them instantly — no manual steps, no bottlenecks.
“Heron built a custom webhook to connect to our API — no downtime, no vendor lock-in. Now our team and partners just drag and drop files. Heron handles the rest.”
With Heron embedded at the top of the funnel, Vox Funding has full visibility and control over submission flow — no matter the volume or source. Teams no longer scramble to manage spikes or weekends; the process runs smoothly by design.
Why Vox Funding Chose Heron
Vox Funding didn’t just need automation — they needed a partner who understood the pace and complexity of alternative funding. After spending eight months with a legacy OCR vendor, Vox Funding hit a wall: limited document coverage, slow onboarding, and technology that couldn’t adapt to real-world variability.
“We tried another OCR vendor for 8 months — it failed. They didn’t know our industry and couldn’t handle the doc variability.”
When Vox Funding evaluated Heron, the difference was clear. Heron offered not just technical accuracy, but deep alignment with the unique challenges of financial workflows — from partnership document parsing to a webhook-driven API integration.
“We knew exactly what we wanted. Heron wasn’t just better — it was purpose-built for what we needed.”
For a fast-moving lender like Vox Funding, Heron delivered on three fronts: adaptability, execution, and partnership.
Want to scale faster without adding headcount?
See how Heron can automate your intake workflows — just like we did for Vox Funding.
