What Is Auto-Acknowledgment?
Auto-acknowledgment is a system-generated message that confirms receipt of an email or submission. In MCA and small business lending, this feature is used to reassure brokers that their packets have been received and to notify them right away if anything is missing.
Auto-acknowledgment typically appears during intake, when documents first arrive in a shared inbox or are routed into Heron. Operators use it to cut down on manual “got your email” replies and to improve communication with ISOs.
How Does Auto-Acknowledgment Work?
At a neutral level, auto-acknowledgment follows a simple pattern.
- Input: A broker or ISO sends an email with a submission packet or decision.
- Core action: An automatic rule triggers a response that confirms receipt.
- Output: The broker or ISO gets an email stating the packet was received.
- Follow-on: If anything is missing, the system adds a note requesting more information.
In Heron’s workflow, auto-acknowledgment extends beyond a simple “thank you.”
- Intake: Submissions arrive in shared inboxes and are captured by Heron.
- Scrub/Checks: Heron detects whether the packet is complete or missing pages or documents.
- Write-Back: Status is logged in the CRM, showing whether the packet is complete or incomplete.
- Next Action: An auto-acknowledgment email is sent to the broker confirming receipt or requesting additional materials to complete the packet.
Heron makes sure acknowledgments happen instantly so brokers never wonder if a submission was lost or overlooked.
Why Is Auto-Acknowledgment Important?
For brokers and funders, auto-acknowledgment improves communication speed and reduces uncertainty. It prevents delays caused by lost emails or missed submissions and makes sure brokers receive clear instructions when more documents are required.
It also reduces the manual workload of staff who would otherwise spend hours replying “received” to hundreds of daily emails. By automating this step, Heron shortens turnaround time, improves completeness, and creates a more professional experience for brokers.
Common Use Cases
Auto-acknowledgment is applied frequently in high-volume lending workflows.
- Sending a confirmation email when a new ISO submission arrives.
- Generating a “need more info” response when a packet is incomplete.
- Notifying brokers immediately if attachments are missing or pages are out of order.
- Logging the acknowledgment in the CRM for audit purposes.
- Freeing staff from repetitive email replies.
FAQs About Auto-Acknowledgment
How does auto-acknowledgment reduce manual work for brokers and funders?
Heron automatically sends “received” or “need more info” replies without staff intervention. This reduces time spent on repetitive emails and keeps communication consistent.
What happens when a packet is incomplete?
Heron’s auto-acknowledgment feature can include a missing-info request in the reply. The broker gets clear instructions on what documents to provide, and the CRM is updated with the incomplete status.
How does auto-acknowledgment improve broker experience?
Brokers get instant confirmation that their submission has been received. They also know right away if additional documents are needed, which reduces back-and-forth and keeps deals moving.