What Is Case/Opportunity Creation?
Case/opportunity creation refers to the automated step where a new CRM record is created once a submission passes eligibility checks.
In MCA and small business lending, this often means turning a broker submission or ISO packet into an “opportunity” object in Salesforce or a “case” in other CRMs.
This step usually occurs right after intake and scrubbing. Operators use it to transition qualified submissions into structured workflows for underwriting, follow-ups, or funding discussions.
How Does Case/Opportunity Creation Work?
Case/opportunity creation uses intake logic and CRM integration to trigger new objects only when criteria are met.
- Qualification step: The system validates whether a submission passes eligibility and completeness requirements.
- Object selection: Based on workflow rules, a new case (for review or support) or opportunity (for funding) is created.
- Data population: Key fields such as applicant details, balances, and risk signals are populated in the new record.
- Pipeline integration: The new record is placed into the correct stage of the CRM pipeline for further action.
In Heron, case/opportunity creation is automated within the workflow.
- Automated checks: Submissions are scrubbed for completeness, risk, and appetite fit.
- Trigger logic: When requirements are met, Heron initiates case or opportunity creation directly in the CRM.
- Structured outputs: Clean fields, notes, and statuses are written into the new object automatically.
- Next action: Underwriters or operators work with the new case/opportunity immediately, without manually creating records.
This reduces manual entry and ensures submissions flow into the right CRM structures.
Why Is Case/Opportunity Creation Important?
For brokers and funders, case/opportunity creation is important because it eliminates delays and errors at a critical transition point. Without it, staff must manually create CRM records, which slows intake and introduces the risk of misclassification.
Heron adds value by automating the object creation process. Every qualified submission is immediately recorded as a case or opportunity, ensuring deals move forward without bottlenecks or gaps.
Common Use Cases
Case/opportunity creation is applied across deal flow and CRM workflows.
- Creating new opportunity records when a broker submission passes eligibility.
- Generating cases when documents require manual review.
- Populating objects with scrubbed data like ADB, NSFs, and completeness scores.
- Routing cases/opportunities to the correct queue or underwriter.
- Keeping pipelines consistent by standardizing how new deals are created.
FAQs About Case/Opportunity Creation
How does Heron handle case/opportunity creation?
Heron checks whether a submission meets funder requirements, then automatically creates the correct object in the CRM with all relevant fields populated.
Why is case/opportunity creation valuable for MCA brokers and funders?
It prevents manual data entry, reduces delays, and ensures that every qualified submission is tracked in the right CRM structure.
What outputs should teams expect from case/opportunity creation?
Teams receive fully formed CRM records with structured data, statuses, and notes, eliminating the need to create cases or opportunities by hand.